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.