Claims workbench/CLM-2026-001483

Professional claim · CMS-1500 · EDI 837P

CLM-2026-001483

Heritage Medical Group, Internal Medicine. Service 2026-06-16 at office (POS 11). Received 2026-07-26.

Needs review

Billed

$769.00

3 lines

Allowed

$476.78

if approved

Plan pays

—

Needs review

Member owes

—

copay / deductible / 10% coinsurance

Rules engine

Review

CO16

Decided by

Nobody yet

open

Member

Resolved through the identity graph

Member: Lauren Lynch
Member ID: UHC-13897-33
Date of birth: 1993-07-24
Identity: Verified6 records, confidence 0.99
Claim record: CLMCLM-412379
Relationship: Self, San Antonio, TX

Coverage and accumulators

Found by member ID

Plan: OPTIONS-PPO PPO group GRP-4211
Coverage period: 2024-02-01 to present
Deductible: $293.20 of $1,000.0029%
Out-of-pocket maximum: $442.14 of $4,000.0011%
Copays: office $20.00, specialist $75.00, emergency $350.00
Physical therapy visits: 14 of 20 used

Provider

Billing and rendering

Billing provider: Heritage Medical Group
Internal Medicine · taxonomy 207R00000X
NPI: 9350331127
Network: In network
Rendering NPI: 5122979839
Location: Denver, CO · TIN 85-4450273
Authorisation / referral: none / none

Service lines

CMS-1500: procedures, modifiers, units, charges and the pricing outcome per line

Line	Code	Description	Mod.	Units	Dx	Billed	Allowed	Member	Plan	Line status
1	99214	Office visit, established patient, moderate complexity	—	1	1	$292.00	$181.04	—	—	Review
2	99215	Office visit, established patient, high complexity	—	1	1	$376.00	$233.12	—	—	Review
3	93000	Electrocardiogram with interpretation	—	1	2	$101.00	$62.62	—	—	Review
Totals						$769.00	$476.78	—	—

Diagnoses (ICD-10-CM)

1. I48.91 Unspecified atrial fibrillationprincipal

Claim header

Patient account: PA-381095
Frequency code: 1 (original)
Accident: No
DRG: —
Admit / discharge: —
Landed: 2026-10-21 13:43

Rules engine

CLAIMS-ADJ v1: 11 checks, 1 needing attention

Check	Result	Code	Detail
Member identity	Pass		Attached to MBR-039674 (verified, link confidence 0.99).
Eligibility	Pass		Active on 2026-06-16: OPTIONS-PPO (PPO), effective 2024-02-01.
Timely filing	Pass		Received 40 days after service (limit 90).
Duplicate check	Pass		No matching prior claim in the duplicate window.
Prior authorisation	Pass		No line requires precertification.
Provider network	Pass		In-network provider Heritage Medical Group (9350331127).
Medical necessity	Pass		Diagnosis supports the procedures billed.
Bundling (NCCI)	Pass		No bundling conflicts.
Benefit limits	Pass		No limited benefit on this claim.
Completeness	Review	CO16	Documentation incomplete: “Follow-up for unspecified atrial fibrillation. Plan discussed, medications reconciled. Not”. Claim lacks information needed for adjudication
High-dollar review	Pass		Within the auto-adjudication ceiling.

Evaluated 2026-10-21 13:43 under policy version 1. Left for review: soft signals only, no hard rule fired.

Notes

Provider, system and examiner notes on this claim

ClinicalProvider: Heritage Medical Group2026-06-16 15:14
Follow-up for unspecified atrial fibrillation. Plan discussed, medications reconciled. Note dictated; signature pending.
SystemSystem: Claims system2026-07-26 02:21
Rendering provider signature missing on the attached note. Development letter sent to provider.

Attachments

Documents received with the claim

No attachments.

Claim history

Every event on this claim, sealed in the audit chain

Rules engineReview2026-10-21 13:43
Completeness: Documentation incomplete: “Follow-up for unspecified atrial fibrillation. Plan discussed, medications reconciled. Not”.

Other claims for this member

Same resolved identity

Claim	Service	Provider	Billed	Status
CLM-2026-018920	2026-08-23	Valley Cardiovascular Associates	$8,424.00	Needs review
CLM-2026-012200	2026-08-21	Riverside Imaging Center	$1,963.00	Approved
CLM-2026-007618	2026-07-14	Desert Internal Medicine Associates	$246.00	Approved

AI recommendation

assist mode · apac.amazon.nova-pro-v1:0

The rules engine left this claim for review. The AI adjudicator can read the evidence pack (lines, notes, attachments, coverage, history) and recommend an outcome with citations.

Examiner decision

Record the final decision; pricing and remittance reasons follow from it

Outcome

Approve and pay as pricedAllowed amount, member responsibility and plan payment are applied to every line.DenyNo payment. Reason codes go on the remittance advice and the member's explanation of benefits.Pend for informationHold the claim; a development letter or confirmation is needed before it can be finalised.Refer to special investigationsRoute to the SIU for a fraud, waste and abuse review. No payment until cleared.

Examiner rationale *

At least 8 characters (0/8)

ExaminerR. Patel (Claims Examiner II)

Choose an outcome

Evaluation truth

Hidden label from the synthetic generator; never shown to the model

PendedCO16scenario: Missing info

Development letter outstanding.

Review queue Member identity