If your clients are stored in Search & Save, you can export them then import them into HealthSherpa Medicare using our import template.
Here's how to do that export from Search & Save:
Click Customer Profiles, then Export Customer List:
Choose which columns to include, then click Export to Excel
Then take that file, and reformat it to fit our Import template, then upload to HealthSherpa Medicare.
If you'd like, you can also add in policy data into that Import file, by going to the Reporting>Policies tab in Search & Save, and clicking Excel:
After that, to get your drugs added to each contact, you can screenshot or copy/paste them into our RxAssist feature.