BERNIEFORMSHOW TO:

Mapping Carrier HealthQues2onnaires in BernieForms

BERNIEFORMS MAPPING GUIDEThe health ques+onnaire process can be frustra+ng. Here at BernieForms, we’ve spent alot of +me and energy trying to drama+cally streamline and simplify that process forbrokers and employees alike. That said, we realize the ﬁrst +me a user tries a new
soCware, there is going to be a learning curve - and a +me commitment. BernieForms is
no diﬀerent!
The ﬁrst ques+onnaire will take you the longest to organize and map. Try to avoid dwellingon how confusing the ques+onnaires are. It’s likely there will actually be a lot of laughter
as you gain an apprecia+on for how hard it is for employees to ﬁll these things out!
ACer you go through the ﬁrst ques+onnaire, you’ll ﬁnd that while they might not be
exactly the same, the subsequent ques+onnaires “rhyme”. Because you’ll have been
through one or two already and developed consensus about how to do things, the later
ques+onnaires will go more quickly. And the ques+onnaires and the ﬁelds you add toBernieForms aren’t going anywhere. So you can guarantee next +me will be that mucheasier as you’ll just be upda+ng and adding or removing ques+onnaires.
The moral of the story? We’re conﬁdent you’ll grow to love and appreciate the user
friendliness and simplicity of BernieForms, but we know gePng started is the hardest
part. So, we’ve put together a step-by-step guide of how to map your ques+onnaires inBernieForms, as well as a few pro-+ps, screenshots, and videos along the way.
Check those out here! Good luck!

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Step 1: Ge?ng ready | Es2mated 2me: 15 minutes

Choose which carriers you plan to quote, and print oﬀ copies of the ques+onnaires for theproducers and service team members most responsible for quo+ng those carriers.
Schedule a 2-hour mee+ng with those people, as well as at least one agency principal, togo through each ques+onnaire with the purpose of deciding which ques+ons need to be
asked by BernieForms.

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Step 2: Team meeHng - Deciding which quesHons to ask and how to ask them |Es2mated 2me: 2 hours, can vary based on the number of ques2onnaires

OCen carriers use the same ques+onnaire for beneﬁts elec+ons and health ques+ons andinclude informa+on requests that are repe++ve or unnecessary for quo+ng. That’s why
you’ll want to host this mee+ng. In the mee+ng, go through each carrier ques+onnaire todecide which ques+ons need to be asked and how to pose each ques+on. For example:
you might adjust “Hours worked?” to “Average hours worked per week?”

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Step 3: Upload blank copies of the health quesHonnaires in BernieForms |Es2mated 2me: 5 minutes

In BernieForms, click on Ques+onnaire Library and then click the “New Ques+onnaire”
buXon. Upload and name each ques+onnaire. Make sure the ques+onnaires you upload
are not encrypted. Find out how to unencrypt your ques+onnaires here.

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Step 4: Add all ﬁelds to BernieForms that you plan to use on healthquesHonnaires | Es2mated 2me: 90 - 120 minutes

Types of ﬁelds in BernieForms
1. Standard Fields - BernieForms comes preloaded with the following Standard Fields- Employee Standard Fields: First Name, Middle Ini+al, Last Name, Birthdate, Social
Security Number, Gender, Email, Phone, Street Address, City, State, Zip Code,Employment Status, Hire Date, Job Title, Salary, Language, Hours per Week,
Signature Date

- Employer Standard Fields: Name, AddressBERNIEFORMS MAPPING GUIDE
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2. Custom Fields - these are ﬁelds that you’ll need to add into BernieForms ahead ofmapping your ques+onnaires. There are two types of Custom Fields:- Op2on Ques2ons: Ques+ons that can be answered by a series of op+ons. Example:
a Yes/No ques+on like “are you planning to enroll in beneﬁts?” or a mul+ple
op+on ques+on like “what is your marital status?” where Married/Single/Divorced/Widowed are all possible choices.

- Open-Ended Ques2ons: Ques+ons that the employee will need to answer by
providing informa+on in a text box. Example: “what is your height?” or “who isyour primary care physician?”
3. Health Condi+ons - this includes all of the health condi+ons from each carrier
ques+onnaire.

- Single Mark Health Condi2ons: Use this op+on if a health ques+onnaire requires
employees to check a box indica+ng that they have a health condi+on.

- Yes/No Health Condi2ons: Use this op+on if a health ques+onnaire requires
employees to indicate ‘Yes’ that they have a health condi+on or ‘No’ that they do
not have a health condi+on.

- Note: You may have to create the same health condi+on as a Single Mark and aYes/No Health Condi+on if you quote with mul+ple carriers.

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BERNIEFORMS
MAPPING GUIDE
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4. Rectangles - rectangles cover up a por+on of the health ques+onnaire with amessage that indicates that the responses are appended at the end of theques+onnaire for dependents and health condi+ons. You will simply map a rectangle
box over the relevant dependent or health condi+on table on the ques+onnaire.
BernieForms will automa+cally collect this informa+on from the employee
throughout the process, meaning that you won’t need to do anything beyond
dragging and dropping the rectangle box.
5. Signature Block - signature blocks will appear on an employee’s “Conﬁrm” page ofthe health ques+onnaire. When crea+ng a new signature block, copy theconﬁrma+on language from that speciﬁc carrier ques+onnaire and label it
accordingly. You’ll drag and drop it on the Employee Signature line (likely at the endof the ques+onnaire).

Now that we've ﬁrst covered the diﬀerent types of ﬁelds, let's review what you'll need todo. You’ll need to add the health condi+on and custom ques+on ﬁelds that you’ll laterwant to map to each ques+onnaire.
To do so, click to open one of the health ques+onnaires that you have just uploaded. You’ll
see on the leC hand side that you have the ability to add ﬁelds by selec+ng + New Field.
Star+ng with the longest health ques+onnaire ﬁrst, go through and add every checkable
health condi+on that appears on the ques+onnaire. Then, do the same for the rest of theques+onnaires. You do not have to add duplicate health condi+ons as they will carry overfrom ques+onnaire to ques+onnaire (and be automa+cally alphabe+zed).

BERNIEFORMS MAPPING GUIDE
Now, do the same for all custom ques+ons that your team composed in the mee+ng. Thecustom ques+ons will appear to employees at the “Other” stage of the process in thesame order they appear in the leC-hand pane. So, once you’ve added each custom
ques+on ﬁeld, you can drag and drop them to be in whichever order you’d like for theemployee to see them in.

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Step 5: Map the quesHonnaires | Es2mated 2me: 30 minutes per ques2onnaire

Now that you have “stocked” your health condi+ons and your custom ques+ons, you areready to map your ques+onnaires. Open each ques+onnaire and drag and drop each ﬁeld
from the leC-hand pane to where you want it to appear on the ques+onnaire. Once you
have completed this process, you’re ready to send a form request. Check out how to send
form requests and reminders here.
Want to see BernieForms in acHon? Watch here!

Have more quesHons about mapping healthquesHonnaires?
Email BernieForms@bernardhealth.com