Blue Cross Blue Shield of Michigan is a nonprofit corporation and independent licensee of the Blue Cross and Blue Shield Association.
eBookshelf
An online reporting tool
eBookshelf Overview and User Guide
2014
Revised August 2014
Easy to use Web-based reporting tool
Available on bcbsm.com via Group Secured Services
eBookshelf
eBookshelf
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
Convenient user friendly reporting solution
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 1-877-258-3932, 8 a.m. – 8:00 p.m., Monday-Friday
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.
5. Log out – an email is then sent to you and you must log back in to add the eBookshelf to your profile as well as your users profiles.
For previously registered users who need
eBookshelf
•Add to your Company,
yourself as administrator
and your users
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.
How to access eBookshelf
• Click on eBookshelf Reports in
the left-hand menu.
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
• Choose the type of document desired from left navigation menu.
– Selecting View All Documents may take some time.
Using eBookshelf
Document search
Using eBookshelf
Document search
• You can also search by
company name in the text
box, then select Titles in the
drop down menu.
•Not finding what you’re looking for?
-Your documents may have been archived. Click on
Expand, then Archive Search or Advanced Search.
Using eBookshelf
Document search
•Type in the title, start date, end date, then select source, category and subcategory.
Check the Archive box. Select Search.
Using eBookshelf
Document search
• Your eBookshelf will be displayed with your reports.
eBookshelf
Document display
•To sort by column, click on Publication Date, Title,
Category and Subcategory.
eBookshelf
Document display
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.
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 1-877-258-3932, 8 a.m. – 8:00 p.m., Monday-Friday
How to invite new users
• Click on Administration.
How to invite new users
•Click on Requests and Invites.
• Click on Invite.
How to invite new users
How to invite new users
• Enter email addresses.
Note: If you’re entering more than one email address, separate each one with a semicolon.
• Click Send Invitation.
•The system cannot validate the accuracy of the
email addresses.
• If an email invitation can’t be delivered for any reason, the company administrator will not be notified of the failure.
Your company administrator’s name From: Your Company Administrator’s Name
Invitee clicks on the link and follows the steps
•The “Invitee” receives an email with a link and instructions for a series of steps to gain access.
How to invite new users
• eBookshelf Group User (all users)
• 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
How to invite new users
Services
•Invitees will select the services based on the type of information they need access to.
•Users may have multiple services.
How to approve request
Grant access
• You will receive an email 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
