Description
Collector Worklist Report shows all the claims that are outstanding and are getting pushed to the Collections Manager. It gives the details of all the work items in the collection manager. Details include Category, Description, MR#, Patient Name, DOB, Claim#, Case Type, Lines, Billed, Balance, Percentage, DOS, LCD, LFD, DOS, Accident Details, INS. Name, Billed amount, INS. Paid, Pat. Paid, Adj. Amt, Balance, etc.
Significance
G5 report shows you all the claims that are available for the collector to work on. All the filters of the G5 report are available in the collection manager as well.
Search filters in the G5 report.
| Field | Description |
| Denial Category | Provide denial category to search for only those denials |
| LE | Legal entity |
| Rendering Provider | |
| Patient | Filter by patient |
| Case Type | Medicare/Medicaid/ Work Injury |
| Collector Name | Search by User name |
| Collection Status | Pending/ Resolved |
| Collection Sub status | Claim resubmitted/ Paid EOB in Transit/ Paid EOB Requested |
| Amt > | Show only claims with a remaining amount greater than the given value |
| Insurance Level | Primary/ Secondary/ Tertiary |
| Show Reminders | show only those claims for which reminders are set. |
| Line sub status | Denied/ Pre Collection /Collection/Installment |
| Filter By (All/Denials/ claims over response not received threshold/ All open lines) | Denials: to show only denials
No response received- To show only those claims which are over response threshold All: Show all claims in the above two categories All open lines: Show all lines for which there is a balance on the line. |
| A/R Method | To filter by A/R method used: web/calling/ VOB |
| Aged between | To filter claims according to days from DOS, LCD(Last Claim Date), and Last Follow up Date. |
| Date between | Filter claims according to whether their DOS and/or claim date fall in the given date range. |
| Accident Related claims only | Check this box to show only claims related to accidents |
Table 1
Image 1 gives a sample search screen.
Click on Search to view the result. A sample result screen is provided in Image 2.
Select 
icon to download the report as Excel Spreadsheet.