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!
