Transcript
![Page 1: Data Capture User Manual. Select Contact Manager from the Main Menu Contact Data Capture](https://reader034.vdocument.in/reader034/viewer/2022051820/5697bf761a28abf838c81022/html5/thumbnails/1.jpg)
Data Capture
User Manual
![Page 2: Data Capture User Manual. Select Contact Manager from the Main Menu Contact Data Capture](https://reader034.vdocument.in/reader034/viewer/2022051820/5697bf761a28abf838c81022/html5/thumbnails/2.jpg)
Select Contact Manager from the Main Menu
Contact Data Capture
![Page 3: Data Capture User Manual. Select Contact Manager from the Main Menu Contact Data Capture](https://reader034.vdocument.in/reader034/viewer/2022051820/5697bf761a28abf838c81022/html5/thumbnails/3.jpg)
Click on a contact.
Select A Contact
![Page 4: Data Capture User Manual. Select Contact Manager from the Main Menu Contact Data Capture](https://reader034.vdocument.in/reader034/viewer/2022051820/5697bf761a28abf838c81022/html5/thumbnails/4.jpg)
Scroll to Data Capture Section
![Page 5: Data Capture User Manual. Select Contact Manager from the Main Menu Contact Data Capture](https://reader034.vdocument.in/reader034/viewer/2022051820/5697bf761a28abf838c81022/html5/thumbnails/5.jpg)
Select Medicare Information
Enter the Contact’s Medicare Plan Type. Use the drop down menu to select carrier.
![Page 6: Data Capture User Manual. Select Contact Manager from the Main Menu Contact Data Capture](https://reader034.vdocument.in/reader034/viewer/2022051820/5697bf761a28abf838c81022/html5/thumbnails/6.jpg)
Select Spouse Information
Enter the Spouse’s Medicare Plan Type. Use the drop down menu to select carrier.
![Page 7: Data Capture User Manual. Select Contact Manager from the Main Menu Contact Data Capture](https://reader034.vdocument.in/reader034/viewer/2022051820/5697bf761a28abf838c81022/html5/thumbnails/7.jpg)
Select Medical Conditions
Select all medical conditions that apply for the contact and spouse.
![Page 8: Data Capture User Manual. Select Contact Manager from the Main Menu Contact Data Capture](https://reader034.vdocument.in/reader034/viewer/2022051820/5697bf761a28abf838c81022/html5/thumbnails/8.jpg)
Save
Save the new record.
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Search on Data Capture Section
Search Contacts
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Search on Data Capture Section
Select search criteria
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Search on Data Capture Section
Click on Search
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Search on Data Capture Section
All contacts that match your search criteria will be listed.