Exporting Aetna Book
This document provides a step-by-step guide on how to export the Aetna Book of Business report from Producer World. Follow the instructions below to successfully generate and export your report in either Excel or CSV format.
Steps to Export Aetna Book
1. Log in to Producer World
Begin by logging into your Producer World account using your credentials.
2. Navigate to Individual Medicare
Once logged in, locate and click on the "Individual Medicare" option available in the top navigation menu.
3. Access Reports
In the Individual Medicare section, click on the "Reports" option to proceed.
4. Click on Access Reporting
From the Reports menu, select "Access Reporting" to view available reporting options.
5. Generate the Medicare Book of Business Report
Find and click on the "Medicare Book of Business Report" to generate the report.
6. Export the Report
Once the report has been generated, you can export it by selecting either Excel or CSV format from the dropdown menu located at the top left of the report interface.
By following these steps, you will successfully export the Aetna Book of Business report for your records and analysis.