Coverage Wizard – Report Export Tutorial – Blue Shield (small business)

Small business blue shield

Step 1

  • Log into the Blue Shield Portal here
  • Select “Small Business”
  • A dropdown menu will appear which you will then select, “Administer Member Level Changes”

Step 2

Select the company you are running the audit on.

  • Locate and click “Benefits Management” in the middle of the page

Step 3

On the left tab, click on “Data & Reporting”

Step 4

Under “Standard Reports,” select “Popular,” then “Benefit Detail.”

Step 5

  • On the Benefit Detail report, select “Excel Compatible (CSV)” for the report format
  • On filtering options, select “Current Benefits” then check off “Show Dependents”
  • Lastly, create your report!

Step 6

A New Page will open where you will click on the “+” to “Download” the Blue Shield report. Now you can upload it to Coverage Wizard!

Helpful Tip!

remember to save your file as a .CSV in order for it to process correctly!