Claims workbench/CLM-2026-006980
Professional claim · CMS-1500 · EDI 837P

CLM-2026-006980

Heritage Primary Care Associates, Family Medicine. Service 2026-04-02 at office (POS 11). Received 2026-05-07.

Approved
Billed
$837.00
3 lines
Allowed
$518.94
contract rate applied
Plan pays
$493.94
approved
Member owes
$25.00
copay / deductible / 20% coinsurance
Rules engine
Clean
no reason codes
Decided by
Claims rules engine
2026-10-21 13:43

Member

Resolved through the identity graph

Member ID
UHC-41179-03
Date of birth
1940-02-10
Identity
Verified2 records, confidence 0.99
Claim record
CLMCLM-423222
Relationship
Self, Los Angeles, CA

Coverage and accumulators

Found by member ID

Plan
CHOICE-PLUS-PPO PPO group GRP-9667
Coverage period
2023-05-01 to present
Deductible
$85.67 of $1,000.009%
Out-of-pocket maximum
$1,642.35 of $4,000.0041%
Copays
office $25.00, specialist $40.00, emergency $250.00
Physical therapy visits
5 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Primary Care Associates
Family Medicine · taxonomy 207Q00000X
NPI
8400209101
Network
In network
Rendering NPI
9525833676
Location
San Diego, CA · TIN 62-9200818
Authorisation / referral
none / none

Service lines

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

LineCodeDescriptionMod.UnitsDxBilledAllowedMemberPlanLine status
199214Office visit, established patient, moderate complexity—11$312.00$193.44$25.00$168.44Paid
299203Office visit, new patient, low complexity2511$251.00$155.62$0.00$155.62Paid
399395Preventive visit, 18-39 years—12$274.00$169.88$0.00$169.88Paid
Totals$837.00$518.94$25.00$493.94
Diagnoses (ICD-10-CM)
  • 1. J06.9 Acute upper respiratory infection, unspecifiedprincipal
  • 2. E78.5 Hyperlipidemia, unspecified
Claim header
Patient account
PA-627051
Frequency code
1 (original)
Accident
No
DRG
—
Admit / discharge
—
Landed
2026-10-21 13:43

Rules engine

CLAIMS-ADJ v1: 11 checks, 0 needing attention

CheckResultCodeDetail
Member identityPassAttached to MBR-029601 (verified, link confidence 0.99).
EligibilityPassActive on 2026-04-02: UNKNOWN (PPO), effective 2023-05-01.
Timely filingPassReceived 35 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 (8400209101).
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. Clean claim: approved and priced automatically.

Notes

Provider, system and examiner notes on this claim

  • ClinicalProvider: Heritage Primary Care Associates2026-04-02 15:42

    Established patient presents with acute upper respiratory infection, unspecified; 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
$837.00
Plan discount
$318.06
contracted rate
Plan paid
$493.94
You may owe
$25.00
copay, deductible and coinsurance

Claim history

Every event on this claim, sealed in the audit chain

  1. Rules engineApproved2026-10-21 13:43
    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.