Ad Hoc Reporting allows users to easily build their own reports to see possible overage dependents for analysis and planning for the future.
To build your Ad Hoc Report:
Select Overage Dependent from the menu on the left.
Select Ad Hoc Report. The Ad Hoc Report screen appears.
Select a Plan.
Enter a valid Client and SubClient ID (optional). Your client ID is four, five, or six characters. Your subclient ID can be from four to eight characters. Your client ID is not the Client No. listed on your invoice. You can find your Client Specified ID and Subclient Authorizations on the Dental Benefit Manager Welcome page. These IDs 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, Client and SubClient is dependent on the security permissions granted to your user ID.
Enter a future date in the As-Of Date field. This date can be any date within two years from the current date.
Enter a Start of Age Range, defaults to 19.
Enter Up to, but not including age, defaults to 99.
Select Search.
Select the download button to view your Ad Hoc Report. An Excel document is generated with the following data, in the
following order: Plan, Client Number,
Subclient Number, Subscriber First, Middle and Last Name,
Subscriber SSN, Subscriber CAID,
Dependent First, Middle and Last Name, Dependent Birthdate,
Dependent Age, and Dependent Calendar Year End Age. The report will also indicate if a dependent is a Student, Handicapped, or an Adult Dependent.