Carrier Forms Report - Knowledge Base | BerniePortal

Carrier Forms Report

The "Carrier Forms" report:
  1. Use: Downloading a package of current enrollee’s carrier forms.
  2. Includes: All specified carrier forms of completed enrollment forms.

How to generate a "Carrier Forms" Report:
  1. Select the "Reports" tab in the top navigation menu.
  2. Select "Carrier Forms" from the Standard Reports listing. 
  3. Select the Subgroups that correspond to the data needed.
  4. Select the desired form from the "Available Forms" dropdown.
  5. Enter the email address to indicate the contact that will receive the report.

  6. The designated contact will receive an email to download the report.

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