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.
|Denial Category||Provide denial category to search for only those denials|
|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|
Image 1 gives a sample search screen.
Click on Search to view the result. A sample result screen is provided in Image 2.