Claims workbench/CLM-2026-001931
Professional claim · CMS-1500 · EDI 837P

CLM-2026-001931

Heritage Primary Care Associates, Family Medicine. Service 2026-01-03 at office (POS 11). Received 2026-02-11.

Approved
Billed
$402.00
2 lines
Allowed
$249.24
contract rate applied
Plan pays
$219.24
approved
Member owes
$30.00
copay / deductible / 30% coinsurance
Rules engine
Clean
no reason codes
Decided by
Claims rules engine
2026-10-22 12:44

Member

Resolved through the identity graph

Member ID
UHC-63637-02
Date of birth
1956-06-23
Identity
Verified2 records, confidence 0.99
Claim record
CLMCLM-413433
Relationship
Self, Dallas, TX

Coverage and accumulators

Found by member ID

Plan
MEDICARE-ADV-B MA group GRP-9804
Coverage period
2021-07-01 to present
Deductible
$15.22 of $500.003%
Out-of-pocket maximum
$726.15 of $2,000.0036%
Copays
office $30.00, specialist $60.00, emergency $150.00
Physical therapy visits
11 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Primary Care Associates
Family Medicine · taxonomy 207Q00000X
NPI
5397655734
Network
In network
Rendering NPI
8818309410
Location
Tampa, FL · TIN 61-8345625
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$166.00$102.92$30.00$72.92Paid
299203Office visit, new patient, low complexity—11$236.00$146.32$0.00$146.32Paid
Totals$402.00$249.24$30.00$219.24
Diagnoses (ICD-10-CM)
  • 1. Z00.00 Encounter for general adult medical examination without abnormal findingsprincipal
  • 2. J06.9 Acute upper respiratory infection, unspecified
Claim header
Patient account
PA-706412
Frequency code
1 (original)
Accident
No
DRG
—
Admit / discharge
—
Landed
2026-10-22 12:44

Rules engine

CLAIMS-ADJ v1: 11 checks, 0 needing attention

CheckResultCodeDetail
Member identityPassAttached to MBR-012251 (verified, link confidence 0.99).
EligibilityPassActive on 2026-01-03: MEDICARE-ADV-B (MA), effective 2021-07-01.
Timely filingPassReceived 39 days after service (limit 90).
Duplicate checkPassNo matching prior claim in the duplicate window.
Prior authorisationPassNo line requires precertification.
Provider networkPassIn-network provider Heritage Primary Care Associates (5397655734).
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 2026-10-22 12:44 under policy version 1. Clean claim: approved and priced automatically.

Notes

Provider, system and examiner notes on this claim

  • ClinicalProvider: Heritage Primary Care Associates2026-01-03 16:18

    Established patient presents with encounter for general adult medical examination without abnormal findings; symptoms reviewed and vitals within expected range.

Attachments

Documents received with the claim

No attachments.

Explanation of benefits

What the member will see

Amount billed
$402.00
Plan discount
$152.76
contracted rate
Plan paid
$219.24
You may owe
$30.00
copay, deductible and coinsurance

Claim history

Every event on this claim, sealed in the audit chain

  1. Rules engineApproved2026-10-22 12:44
    Clean claim.

Other claims for this member

Same resolved identity

No other claims.

AI recommendation

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

Clean claim: the rules engine approved it, so no AI review was needed.

Examiner decision

Approved 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

Approvedscenario: Clean

Clean claim, priced at contract rate.