ebookshelf An online reporting tool

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1 ebookshelf An online reporting tool ebookshelf Overview and User Guide 2014 Revised August 2014 Blue Cross Blue Shield of Michigan is a nonprofit corporation and independent licensee of the Blue Cross and Blue Shield Association.

2 ebookshelf Easy to use Web-based reporting tool Available on bcbsm.com via Group Secured Services

3 ebookshelf Convenient user friendly reporting solution Effortless and timely retrieval of your reports Provides a printable and paperless environment Can save to your hard drive Retrieves, uploads and saves documents in many Microsoft formats Search documents for up to two years Simply delegate access to reports

4 How to access ebookshelf Go to bcbsm.com. Click Employers and Login. Enter User Name and Password. Click the Log In button. For technical help, contact our Help Desk at , 8 a.m. 8:00 p.m., Monday-Friday

5 ebookshelf Add services Adding ebookshelf for your company 1. Log in to bcbsm.com. 2. Click on Administration. 3. Click on My Account, My Company. 4. Click on Request Services see ebookshelf and select. For previously registered users who need ebookshelf Add to your Company, yourself as administrator and your users 5. Log out an is then sent to you and you must log back in to add the ebookshelf to your profile as well as your users profiles.

6 ebookshelf Add services Adding ebookshelf to your company administrator profile 1. Log into bcbsm.com. 2. Click on My Account. 3. Click on My Services. 4. Click on Add Services. 5. Click on the checkbox next to ebookshelf. 6. Click on Add Selected. 7. Log out. Adding ebookshelf to a user profile 1. Log into bcbsm.com. 2. Click on Administration. 3. Click on My Users. 4. Click on All Users. 5. Choose the appropriate user. 6. Click on Services. 7. Click on the checkbox next to ebookshelf. 8. Click on Add Selected. 9. Log out.

7 How to access ebookshelf Click on ebookshelf Reports in the left-hand menu.

8 Using ebookshelf Welcome page Features include: Sidebar navigation Get to your specific reports instead of retrieving all of them. User Guides and Help Link Search capability

9 Using ebookshelf Document search Choose the type of document desired from left navigation menu. Selecting View All Documents may take some time.

10 Using ebookshelf Document search You can also search by company name in the text box, then select Titles in the drop down menu.

11 Using ebookshelf Document search Not finding what you re looking for? -Your documents may have been archived. Click on Expand, then Archive Search or Advanced Search.

12 Using ebookshelf Document search Type in the title, start date, end date, then select source, category and subcategory. Check the Archive box. Select Search.

13 ebookshelf Document display Your ebookshelf will be displayed with your reports.

14 ebookshelf Document display To sort by column, click on Publication Date, Title, Category and Subcategory.

15 ebookshelf Document display To open or save, click on the title of the document. Save your document to a local drive if you want to access it later. When you open a document, the system will use the application the document was created in, such as Excel or Adobe. Once opened you can print.

16 How to invite new users Go to bcbsm.com. Click Employers and Login. Enter User Name and Password. Click the Log In button. For technical help, contact our Help Desk at , 8 a.m. 8:00 p.m., Monday-Friday

17 How to invite new users Click on Administration.

18 How to invite new users Click on Requests and Invites.

19 How to invite new users Click on Invite.

20 How to invite new users Enter addresses. Note: If you re entering more than one address, separate each one with a semicolon. Click Send Invitation. The system cannot validate the accuracy of the addresses. If an invitation can t be delivered for any reason, the company administrator will not be notified of the failure.

21 How to invite new users The Invitee receives an with a link and instructions for a series of steps to gain access. Your From: company Your administrator s Company name Administrator s Name Invitee clicks on the link and follows the steps

22 How to invite new users Services ebookshelf Group User (all users) Invitees will select the services based on the type of information they need access to. Users may have multiple services. ebookshelf Accounting Group Users (documents contain PHI data) Claim detail, claim summary, enrollment summary, other claim and membership detail data ebookshelf Billing Invoice Group User Amount due summary and invoice

23 How to approve request Grant access You will receive an once the invited user has completed his or her registration request. To Approve the Request, log in to the Administration screen and approve the request. Click on Requests and Invites. Click on Pending User Requests.

24 How to approve request Grant access All of the requests from users will be displayed. To view details, click on the View Request icon.

25 How to approve request Grant access Review the request and click either Approve or Reject. Click Submit Decision. Note: If you rejected the request, you must provide a reason for the rejection. The user will receive an stating your decision.

26 ebookshelf Further assistance For help in understanding the information contained in the reports, contact your Account Manager For technical help, call our Help Desk at , 8 a.m. - 8:00 p.m., Monday through Friday

Guarantee Trust Life Insurance Company. Agent Portal www.gtlic.com. Agent Portal Guide

Guarantee Trust Life Insurance Company Agent Portal www.gtlic.com Agent Portal Guide Rev. 3/2014 Table of Contents Log in to Agent Portal... 3 Obtain Quote... 4 Print Quote... 5 Save and Retrieve Quote...