Getting Started with BernieBill

Getting Started with BernieBill

Ready to streamline your benefits billing? Follow these essential steps to ensure your Employer Portal is properly configured for seamless BernieBill processing!


Step 1: Verify Your Benefit Offerings
  1. Confirm that all plans in BerniePortal match exactly what the benefit provider has agreed to offer employees
  2. Verify that the rates listed in BerniePortal align with your benefit provider's quoted rates

Step 2: Verify Benefit Provider Settings
  1. Ensure the correct benefit provider is selected on each benefit's “Configure” page

  3. Review all provider plans for accuracy

Step 3: Assign employees to billing-primary subgroups
  1. Organize employees into billing subgroups to unlock the Billing Report. This detailed billing report breaks down each month's charges by employee, benefit type, and subgroup.
  2. To assign employees to billing subgroups:
    1. Individual Assignment- Detailed instructions for assigning single employees to billing subgroups
    2. Mass Assignment- Detailed instructions for mass assigning multiple employees to billing subgroups
  3. To create additional subgroups (as needed):
    1. Select the "Account" dropdown
    2. Select "Subgroups" from the left-hand menu
    3. Click "Add a New Subgroup"

    5. Select "Billing Primary" from the dropdown, enter the subgroup name, and click "Add"

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Step 4: Close Open Enrollment
  1. Once all employees have completed their benefit elections, mark open enrollment as “Closed” to finalize selections
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Step 5: Configure your employer's Payroll subgroups
  1. Click here for detailed instructions for configuring payroll subgroups

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