Description
All the unpaid claims and lines currently in the Collection Manager worklist can be extracted using this report. This report can also be run in the offline mode. Note that the same data can also be extracted from within the Collection Manager module by clicking on the excel or CSV export option.
Significance
1. 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.
2. G5 report has offline reporting feature.
3. G5 report excel output matches exactly with Collections manager excel file.
4. The excel output of G5 report has Rendering Provider’s Taxonomy code.
5. This report has a column added for Contractual Adjustment Amount which takes the formula
Contractual Adjustment Amt = Billed Amount – Allowed Amount
Search filters in the G5 report
| Field | Description |
| Denial Category | Provide denial category to search for only those denials |
| LE | Legal entity |
| Rendering Provider | To filter results by rendering provider; (Note: Rendering provider taxonomy code displayed in excel output) |
| 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
Search screen of G5 Report
Sample G5 Report
Fields in G5 Report Outputs
Fields Recently Added to G5 Report Outputs
| Field | Excel | Offline Report |
| Legal Entity | √ | √ |
| Authorization# | √ | √ |
| Contractual adjustment Amount | √ | √ |
| Rendering provider taxonomy Code | √ | √ |
| Charge per unit | √ | |
| Co-pay | √ | |
| Co-insurance | √ | |
| deductible | √ |