Overage Term Consolidated Report

The Overage Term Consolidated Report is a client-level only report. To build your report:

Select Overage Dependent from the menu on the left.
Select Overage Term Consolidated Report. The Overage Term Consolidated Report screen appears.
Select a Plan.
Enter a valid Client ID.
Your client ID is four, five, or six characters. Your client ID is not the Client No. listed on your invoice. You can find your Client Specified ID on the Dental Benefit Manager Welcome page. The client ID must be entered exactly as shown on the welcome page or you will receive an error message that states you are not authorized to view the specified notice.

Note: Access to Plan and Client is dependent on the security permissions granted to your user ID.

Select a Month.
Select a Year.
Select Search. An Excel document is generated for you. Select the Download button to view your consolidated report.