Claims workbench/CLM-2026-001773
Professional claim · CMS-1500 · EDI 837P

CLM-2026-001773

Heritage Primary Care Associates, Family Medicine. Service 2025-09-10 at office (POS 11). Received 2026-03-17.

Denied
Billed
$750.00
3 lines
Allowed
$465.00
if approved
Plan pays
—
Denied
Member owes
—
copay / deductible / 10% coinsurance
Rules engine
Deny
CO29
Decided by
Claims rules engine
2026-10-21 13:43

Member

Resolved through the identity graph

Member ID
UHC-63728-04
Date of birth
2002-04-08
Identity
Verified6 records, confidence 0.97
Claim record
CLMCLM-410142
Relationship
Self, Seattle, WA

Coverage and accumulators

Found by member ID

Plan
CHOICE-PLUS-PPO PPO group GRP-8277
Coverage period
2023-11-01 to present
Deductible
$817.67 of $1,000.0082%
Out-of-pocket maximum
$253.65 of $2,000.0013%
Copays
office $20.00, specialist $40.00, emergency $350.00
Physical therapy visits
6 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Primary Care Associates
Family Medicine · taxonomy 207Q00000X
NPI
2229159530
Network
In network
Rendering NPI
5298644548
Location
Houston, TX · TIN 14-5202877
Authorisation / referral
none / none

Service lines

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

LineCodeDescriptionMod.UnitsDxBilledAllowedMemberPlanLine status
199213Office visit, established patient, low complexity—11$194.00$120.28——DeniedCO29
299214Office visit, established patient, moderate complexity—12$235.00$145.70——DeniedCO29
399395Preventive visit, 18-39 years—11$321.00$199.02——DeniedCO29
Totals$750.00$465.00——
Diagnoses (ICD-10-CM)
  • 1. J06.9 Acute upper respiratory infection, unspecifiedprincipal
Claim header
Patient account
PA-149390
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

CheckResultCodeDetail
Member identityPassAttached to MBR-012337 (verified, link confidence 0.97).
EligibilityPassActive on 2025-09-10: CHOICE-PLUS-PPO (PPO), effective 2023-11-01.
Timely filingFailCO29Received 188 days after the last date of service (limit 90).
Time limit for filing has expired
Duplicate checkPassNo matching prior claim in the duplicate window.
Prior authorisationPassNo line requires precertification.
Provider networkPassIn-network provider Heritage Primary Care Associates (2229159530).
Medical necessityPassDiagnosis supports the procedures billed.
Bundling (NCCI)PassNo bundling conflicts.
Benefit limitsPassNo limited benefit on this claim.
CompletenessPassRequired documentation present.
High-dollar reviewPassWithin the auto-adjudication ceiling.
Evaluated 2026-10-21 13:43 under policy version 1. Hard rule fired: Denied.

Notes

Provider, system and examiner notes on this claim

  • ClinicalProvider: Heritage Primary Care Associates2025-09-10 12:15

    Patient seen for acute upper respiratory infection, unspecified.

  • SystemSystem: Claims system2026-03-17 01:52

    Received more than 90 days after the last date of service. Check for a timely-filing waiver before finalising.

  • AdministrativeExaminer: D. Okafor (Medical Director, MD)2026-03-17 16:49

    Called the provider office; awaiting documentation.

Attachments

Documents received with the claim

No attachments.

Claim history

Every event on this claim, sealed in the audit chain

  1. Rules engineDenied2026-10-21 13:43
    Timely filing: Received 188 days after the last date of service (limit 90).

Other claims for this member

Same resolved identity

ClaimServiceProviderBilledStatus
CLM-2026-0230192026-10-11Lakeside Clinical Laboratories$60.00Approved
CLM-2026-0135252026-03-17Desert Rehabilitation Center$158.00Approved

AI recommendation

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

A hard rule decided this claim; the AI is advisory here.

Examiner decision

Denied by Claims rules engine; an examiner may still override

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

DeniedCO29scenario: Late filing

Received after the timely-filing limit.