Welcome to Dearborn National s Benefits Manager Instruction Guide for Web Billing Contents Next > BM.WB.021517
This instruction guide demonstrates how to navigate through Dearborn National s Benefits Manager. Please make sure you are successfully logged into Benefits Manager before beginning this guide. (Diagram 1). Contents: Section 1: Group and Insured Benefit Information Search and view insured list... 3 View and edit an insured record... 4 View benefit information... 4 Update insured salaried... 5 Section 2: Group Billing and Payment Information Generating billing statements and reports... 6 Viewing your group s billing and payment activity... 6 Section 3: Downloading Documents View and download your group policies and documents... 7 Section 4: Downloading Forms Administrative forms by state and coverage... 9 Section 5: Profile Management Manage user information... 11 Section 6: Help Help... 12 Diagram 1 2 Benefits Manager - Web Billing
Section 1: Group and Insured Benefit Information The insured list can be reviewed and search from the Enrollment Dashboard page: Step 1: Click on Enrollment Management and input the Group and Account information (Diagram 2). Diagram 2 Step 2: From the Enrollment Dashboard search for a particular employee by inputting their information or scrolling through the Insured List (Diagram 3). Step 3: Click on the last name of the Insured or Dependent to view his/here benefit information (Diagram 3). The Insured List can be sorted by Name, SSN, Status and Type (Diagram 3). Diagram 3 3 Benefits Manager - Web Billing
View and Edit an Insured Record: The following information can be viewed and edited (Diagram 4): The Insured s: Name, Gender, Tobacco Use, Date of Birth, Social Security Number, Class, Department Division, Date of Hire, Occupation, Salary Type, Salary, Hours Worked per Week and Status. Coverage Information: Benefit and amounts of the insured. Diagram 4 CTip: You can also delete an Insured, add or edit a dependent (if eligible) and view individual reports (Diagram 4). 4 Benefits Manager - Web Billing
Group and Plan Information: Step 4: Click on the Group Detail link in the left-hand side navigation (Diagram 5). Group Information will appear, including a table for each plan defined for that group. Update Salaries: The update Group Salaries page will allow you to update both the salary amount and type (Diagram 6). Diagram 5 This concludes Section 1 of 6. Click Next below to continue to Section 2 of Benefits Manager. Diagram 6 5 Benefits Manager - Web Billing
Section 2: Group Billing and Payment Information From the Billing Statement and Reports page various reports can be printed in either text or excel format. Step 1: Click on the Billing Statements and Reports link in the left-hand side navigation (Diagram 7). Step 2: Previously saved billed information will appear. Additional help is available on screen. Diagram 7 This concludes Section 2 of 6. Click Next below to continue to Section 3 of Benefits Manager. 6 Benefits Manager - Web Billing
Section 3: Downloading Documents To begin, click on Policies & Documents (Diagram 8) Step 1: Select the desired Document and Product type, then click Search (Diagram 8). There are 5 Document Types to choose from: Diagram 8 Amendment - a copy of any changes to your contract. Certificate - a copy of your group certificate. Group Application - a copy of your group s application. Group Policy - a copy of your group policy. Rate Grid - Miscellaneous - may contain enrollment forms or rate grids applicable to your group s coverage. 7 Benefits Manager - Web Billing
CTip: You can sort documents by Account Number, Document Notes and Creation Date (Diagram 9). All documents are in PDF format and can be printed and/or downloaded. CTip: To print the document, click on the printer icon (Diagram 10). To download the document, click on the diskette icon and designate where you want to save the document (Diagram 10). This concludes Section 3 of 6. Diagram 9 Click Next below to continue to Section 4 of Benefits Manager. Diagram 10 8 Benefits Manager - Web Billing
Section 4: Downloading Forms Group Benefits Forms option located under the Benefits Manager tab at the top left side of the main menu (Diagram 11). The Group Benefits Forms Download page will open in a new window (Diagram 12). Diagram 11 Step 2: Make your appropriate selections from the drop down menus. Step 3: Click Search to view the results or click Reset to clear all fields and begin again. Diagram 12 9 Benefits Manager - Web Billing
You will see a list of available forms (Diagram 13). CTip: Click to add a form to your package, or to remove a form from your package. Step 4: Once the desired forms have been chosen, click Show Forms Package to package the forms into one pdf file and insert into an email or Print to display the pdf and print or save (Diagram 14). CTip: Click Start New Search to make new selections Diagram 13 Once you have obtained the necessary forms, you may close the window to return to Benefits Manager. This concludes Section 4 of 6. Click Next below to continue to Section 5 of Benefits Manager. Diagram 14 10 Benefits Manager - Web Billing
Section 5: Profile Management My Profile (Diagram 14) is where to manage user information. There are 3 categories to choose from: 1. Update E-mail - Change the e-mail address we use as part of our Change Password verification process. Diagram 14 2. Change Password - Change the password you use to access Dearborn National s Benefits Manager. 3. Change Security Questions - Manage the questions we will ask in case you forgot your password. This concludes Section 5 of 6. Click Next below to continue to Section 6 of Benefits Manager. 11 Benefits Manager - Web Billing
Section 6: Help and Frequently Asked Questions If you need assistance click on Help from the submenu anywhere in Benefits Manager (Diagram 15). The Help window (Diagram 16) contains 7 categories to choose from: Diagram 15 1. Help Main Menu 2. Group and Account Information 3. Benefits Manager Overview 4. Web Billing Help 5. Claims Help 6. FAQ 7. Glossary This concludes Section 6 of 6. If you need assistance or have any questions or comments, please contact one of our customer service representatives at 1-800-348-4512. Thank you for using Dearborn National s Benefits Manager. Diagram 16 12 Benefits Manager - Web Billing < Previous Contents