Step 1: Login to the platform

Step 2: Once you are logged in, Select the “Your Clients” option

Step 3: Select “Medical Aid” for Discovery Health.

Step 4: Select the adviser who you want to download the client list for.

Remember to select the “Select Entity” option when you want to download this for the next adviser so that it refreshes the page.

Step 5: To download click on the small “x” for the excel statement.