Claims workbench/CLM-2026-001752
Professional claim · CMS-1500 · EDI 837P

CLM-2026-001752

Unity Primary Care Associates, Family Medicine. Service 2026-01-08 at office (POS 11). Received 2026-02-14.

Needs reviewOut of network
Billed
$580.00
3 lines
Allowed
$261.00
if approved
Plan pays
—
Needs review
Member owes
—
copay / deductible / 20% coinsurance
Rules engine
Review
CO16
Decided by
Nobody yet
open

Member

Resolved through the identity graph

Member ID
UHC-83152-41
Date of birth
1990-06-04
Identity
Verified2 records, confidence 1.00
Claim record
CLMCLM-416509
Relationship
Self, Scottsdale, AZ

Coverage and accumulators

Found by member ID

Plan
CHOICE-PLUS-PPO PPO group GRP-3749
Coverage period
2023-10-01 to present
Deductible
$65.30 of $500.0013%
Out-of-pocket maximum
$202.60 of $1,000.0020%
Copays
office $20.00, specialist $50.00, emergency $350.00
Physical therapy visits
10 of 20 used

Provider

Billing and rendering

Billing provider
Unity Primary Care Associates
Family Medicine · taxonomy 207Q00000X
NPI
3636526220
Network
Out of network
Rendering NPI
7495070642
Location
Charlotte, NC · TIN 92-2641302
Authorisation / referral
none / none

Service lines

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

LineCodeDescriptionMod.UnitsDxBilledAllowedMemberPlanLine status
199203Office visit, new patient, low complexity—11$189.00$85.05——Review
299395Preventive visit, 18-39 years—12$229.00$103.05——Review
399213Office visit, established patient, low complexity—11,2$162.00$72.90——Review
Totals$580.00$261.00——
Diagnoses (ICD-10-CM)
  • 1. I10 Essential (primary) hypertensionprincipal
  • 2. J06.9 Acute upper respiratory infection, unspecified
  • 3. E78.5 Hyperlipidemia, unspecified
Claim header
Patient account
PA-810240
Frequency code
1 (original)
Accident
No
DRG
—
Admit / discharge
—
Landed
2026-10-21 13:43

Rules engine

CLAIMS-ADJ v1: 11 checks, 2 needing attention

CheckResultCodeDetail
Member identityPassAttached to MBR-013024 (verified, link confidence 1.00).
EligibilityPassActive on 2026-01-08: CHOICE-PLUS-PPO (PPO), effective 2023-10-01.
Timely filingPassReceived 37 days after service (limit 90).
Duplicate checkPassNo matching prior claim in the duplicate window.
Prior authorisationPassNo line requires precertification.
Provider networkNoteOut-of-network provider; priced at the out-of-network allowance, balance billing may apply.
Medical necessityPassDiagnosis supports the procedures billed.
Bundling (NCCI)PassNo bundling conflicts.
Benefit limitsPassNo limited benefit on this claim.
CompletenessReviewCO16Documentation incomplete: “Follow-up for essential (primary) hypertension. Plan discussed, medications reconciled. No”.
Claim lacks information needed for adjudication
High-dollar reviewPassWithin 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: Unity Primary Care Associates2026-01-08 17:33

    Follow-up for essential (primary) hypertension. Plan discussed, medications reconciled. Note dictated; signature pending.

  • SystemSystem: Claims system2026-02-14 03:14

    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

  1. Rules engineReview2026-10-21 13:43
    Provider network: Out-of-network provider; priced at the out-of-network allowance, balance billing may apply. Completeness: Documentation incomplete: “Follow-up for essential (primary) hypertension. Plan discussed, medications reconciled. No”.

Other claims for this member

Same resolved identity

No other claims.

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
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.