Getting Started with BernieBill

Getting Started with BernieBill

Configure your employer account so BernieBill can build accurate carrier bills. For an overview of BernieBill, see What is BernieBill?.

Who this is for

Employers complete these setup steps. Feature admins can open BernieBill bills when they are assigned to all Benefits subgroups or all Billing Primary subgroups, but Account → Subgroups and Account → Billing require Employer access.

Before you begin

BernieBill must be enabled on your account, and at least one billable benefit provider must be available. After that is in place, top navigation BernieBill opens Current Bills (or Upcoming Bill when consolidated billing is on). If BernieBill is not ready yet, that link opens Use BerniePortal for Billing.

Verify plans and benefit provider settings
  1. Select Benefits in the top navigation, then Plans.
  2. Open each plan employees will use and select the Configure tab.
  3. Confirm Benefit Provider matches the carrier for that plan. Set Integrate with provider? to Yes or No as needed.
  4. Select the Premiums tab and confirm the rates match your carrier quote.
For creating or editing plans, see How To Create Plans in BerniePortal and How to Edit an Existing Plan.

Create Billing Primary subgroups
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. In the left sidebar, select Subgroups.
  3. Select Add a new Subgroup.
  4. For Where is it used?, select Billing Primary.
  5. Enter the Subgroup Name, then select Add.
Create a Billing Primary subgroup for each billing location or division you need. To produce a separate monthly bill PDF for each Billing Primary subgroup, use Account → Billing and set Would you like to generate monthly bills for each Billing Subgroup? to Yes. See Splitting Your Bill by Billing Subgroup.

Assign employees to Billing Primary subgroups
  1. On Account → Subgroups, select Assign/Move Employees to assign multiple employees, then select I'm Done when finished.
  2. To change one employee, open the employee profile, find the subgroups table, and select Change subgroup for Billing Primary.
For more detail, see Changing Employee Subgroups and Subgroups - Managing and Mass Assigning.

Close open enrollment
  1. When employees have finished elections, select Benefits → Open Enrollment.
  2. On the renewal date group row, select Close Enrollment, then confirm Close Enrollment in the dialog.
For the full open enrollment procedure, see How to Open and Close Enrollment.

Next: review Current Bills

When BernieBill is ready, select BernieBill in the top navigation, then use Current Bills (or Upcoming Bill) to review the upcoming period before bills auto-generate. Employers do not manually generate bills. See Current Bills and BernieBill FAQs.