Exporting UHC Book
Edited
This document provides a step-by-step guide on how to export your UHC book of business for import into MPCRM. By following these instructions, you will be able to download your active membership report efficiently.
Steps to Export Your UHC Book
1. Log in to UHC Jarvis
Begin by navigating to the UHC Jarvis platform and logging in with your credentials.
2. Access Your Active Members
Once you are on the home page, click "Book of business" in the nav bar.
3. View Member Information
After clicking the link, you will see a table populated with member information. Click "Download Results" from the right hand side
4. Download Your Active Membership Report
This will open up a data modal. Click "Select all" in the Member details section
5. Completion
Your active membership report should now be downloaded and ready for import into MPCRM.
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