Account manager's responsibilities

Manage user accounts

As an account manager, you create user accounts for people in your organization. You can transfer accounts to another account manager and delete accounts no longer in use. You can also temporarily disable an account, for example if a person is on leave. If someone forgets their login information, you can reset their password.
 Manage your user accounts
 Get help managing existing accounts


Manage access to claims and tax ID numbers

You can grant and restrict access to claims information for each individual user account. To make changes, click on an individual user’s name.
 Manage user access
 Get help with user access to tax ID numbers


Update your tax ID numbers

You can add tax ID numbers to the list of those you administer and remove those you no longer represent.
 Manage your tax ID numbers
 Get help updating your tax ID numbers


View account managers registered with your tax IDs

See which other account managers in your organization share access to tax ID numbers you administer. Use this list to identify a manager to transfer your Provider Connection users to if you’ll be away. They may need assistance from an account manager while you’re gone.
View account managers that share your tax IDs


Manage billing manager access to your tax IDs (provider account managers only)

Approve (or deny) a billing manager’s access to your tax IDs here. Also view a complete list of billing managers registered with the tax IDs in your Provider Connection account.
 Manage billing manager access


Keep provider information up-to-date

View detailed information about each PIN associated with your account. This includes contact and billing information, tax ID number, and national provider identifier (NPI). You can make minor changes as needed.
 View your providers’ information


Review payment preference settings

See whether the TINs you administer currently receive payment by paper check or EFT. If any are still paid by check, learn how to switch to electronic payment.
 View payment preferences for your accounts  (Click the Remittance and Payments tab)


View in-network plans for your tax ID numbers

See which Blue Shield plans are considered in network for each tax ID number you administer. You can also see which networks your tax ID numbers are affiliated with.
 View your plans

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