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.
drugsThis will list all drugs added for this contact, 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 for this contact, 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 for this contact, separated by a semicolon. The
npivalue is a universal identifier.Format:
first_name|last_name|npiExample, two providers:
jane|crandall|123456;jose|gomez|456788;
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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