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.


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

Search screen of G5 Report

Image 1

Sample G5 Report

Image 2

Select  icon to download the report as Excel Spreadsheet.