You can easily export your Contact records (clients or leads) from your HealthSherpa Medicare account to a CSV spreadsheet.
Each row will represent a unique Contact (e.g. Jane Doe).
How to export
To export your client list, click the Export link at the top right of your Clients page.
To export your lead list, click the Export link at the top right of your Leads page.
The CSV spreadsheet file will immediately download. It will include all of your clients or leads, regardless of any filters set.
Export fields
The export contains these fields:
first_namemiddle_namelast_namebirth_datetypeaddressaddress 2citystatezipphoneemailmedicare_numberpart_a_effectivepart_b_effectivemedicaid_eligiblemedicaid_numberextra_helpstatussexnote_1,note_2,note_3This will reflect the 3 most recently created notes.
soa_status,soa_beneficiary_signed_dateThis will reflect the most recently created scope of appointment record.
intake_status,intake_sent_dateThis will reflect the most recently sent intake, its send date, and its status (Sent, Started, or Completed).
drugsThis will list all drugs added, separated by a semicolon. The
ndcvalue is a universal identifier.Format:
dosage_name|user_quantity|frequency|package_description|ndcExample, two drugs:
methimazole TAB 5MG|30|30|10.6GM Inhaler|2345566;clopidogrel TAB 75MG|30|90||2345566;
pharmaciesThis will list all pharmacies added, separated by a semicolon. The
npivalue is a universal identifier.Format:
name|npiExample, three pharmacies:
walgreens|8989666;CVS|6780098;Hope Pharmacy|7887678;
providersThis will list all providers added, separated by a semicolon. The
npivalue is a universal identifier.Format:
first_name|last_name|npiExample, two providers:
jane|crandall|123456;jose|gomez|456788;
enrollmentsThis will list all enrollments which have a submitted status, separated by a semi-colon.
Format:
carrier_name|effective_date|premium_cents|plan_type|plan_sub_type|plan_name|confirmation_numberExample, two enrollments:
Aetna|2025-01-01|0|mapd|PPO|Aetna Medicare Value (PPO) H5521-214|Q131P6438O;Devoted Health|2025-04-01|0|mapd|HMO|Devoted CORE Arizona (HMO)|A55521993444432M
Exporting from agency accounts
If you have an agency account, your export will pull from all the contacts you have access to across connected downline accounts, and your own contacts.
Your export will contain all the columns listed above, plus columns for agent first_name and last_name.
We'll update this feature over time, so submit feedback here |
Questions? Contact support
Call (855) 521-4984 or email medicare-agents@healthsherpa.com with questions.
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