Export UHC Book
If you want to import your UHC book into MPCRM, the best way would be to download your active book of business first. This guide will help you do that.
- Navigate to UHC Jarvis and login in.
- From the home page you should see a widget titled "Active Members", click the link that says "See book of business"
- When you see the table populated with member information find the button on the right hand side that says "more details" and click it.
- Scroll up a bit until you see the "Download Results" button then click it.
- Your active membership report should be downloaded.