Collector Worklist Report shows 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.
Table 1 displays the filter options present 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.