BERNIEFORMSHOW TO:

Sending Form Requests &Reminders in BernieForms

SENDING FORM REQUESTS IN
BERNIEFORMS
Uploaded and mapped all of your ques9onnaires to BernieForms?
Great! Now you’re ready to send a form request.

1

Step 1: Ge4ng ready

Make sure you’ve imported all employer groups and the employees that you need to send form requests
to. Need a refresher on how to do that? No problem, see below:
If the employer uses BerniePortal, you will need to get the disBnct API Key from the employer, which islocated in the employer’s BerniePortal account (Account > IntegraBons > BernieForms). You'll be able togenerate it by turning the BernieForms toggle on for your agency.
BernieForms will ask you for that API key when you click to import that employer from BerniePortal.
Once you have it, you will simply paste it in the ﬁeld and click Import. The employer will now appear inyour BernieForms list.

Your Agency Name

You also have the opBon to add an employer manually. Under the Employer List navigaBon tab, select +Add New and a screen will appear where you can enter the employer’s informaBon. Once you click Add,
that company will then appear in your BernieForms list.

SENDING FORM REQUESTS IN
BERNIEFORMS
Next, to import employees for that group, you can either select Import using spreadsheet or you canselect Add one employee and add employees manually.
If you select to import employees, you will be prompted to download the acceptable template, ﬁll in theemployee’s informaBon in the template, and then upload it into BernieForms
If you select to add new employees manually, a box will appear prompBng you to add their informaBon
the same way you added the new employer’s informaBon above.

2Step 2: Create new request

Click into the employer group and select + Create New Request.

You’ll then create a unique request name,write a custom message to employees
and then add the relevant quesBonnaire(s).
We’d recommend sBcking with the same
naming convenBon for all of your form
request names to stay organized.
For example: Group Name + Renewal Date.

SENDING FORM REQUESTS IN
BERNIEFORMSFinally, you’ll select which employees - or group of employees - to send the form request to. You canchoose to send the request to (1) all employees; (2) select employees; or (3) all employees except.

3

Step 3: Click send

Upon clicking send, the relevant employees will receive an email noBﬁcaBon to complete the requested
health quesBonnaire.

New Request From Your Agency Name

They will be able to get started on the quesBonnaire directly from their email by clicking Get Started.

Your Agency NameYour Agency NameSENDING FORM REQUESTS IN
BERNIEFORMS
They will then be navigated to the BernieForms login page to enter their login credenBals. Once they’ve
logged in to the system, they will see the form request at the top of their homepage.
They will simply select the Complete bu`on to begin.
BernieForms will then guide the employee through the form
request to compleBon. Check out this video to see how theform request compleBon process looks from the employee’sperspecBve.
Your Agency Name has sent a form request

Sending Reminders in BernieForms
You are also able to send reminders directly to individuals ora group of employees to streamline quesBonnaire compleBon in
BernieForms. Here’s how to do that:Your homepage will show all acBve requests. Click on the acBon gear underneath the employer’s nameand select Send Reminder.

SENDING FORM REQUESTS IN
BERNIEFORMS
A box will appear where you can enter a custom message to those employees.

Once you select Send, another box will appear with a copy of your message, as well as how many
employees received the reminder.

At this point, each reminded employee will receive an email with instrucBons on how to login toBernieForms to complete the form request.

Have more quesLons about form requests?
Email BernieForms@bernardhealth.com