Claims workbench/CLM-2026-012107
Professional claim · CMS-1500 · EDI 837P

CLM-2026-012107

Lakeside Medical Group, Family Medicine. Service 2025-12-19 at office (POS 11). Received 2026-01-05.

Needs review
Billed
$491.00
2 lines
Allowed
$304.42
if approved
Plan pays
—
Needs review
Member owes
—
copay / deductible / 30% coinsurance
Rules engine
Review
CO97
Decided by
Nobody yet
open

Member

Resolved through the identity graph

Member ID
UHC-53110-13
Date of birth
1940-02-15
Identity
Verified2 records, confidence 1.00
Claim record
CLMCLM-427752
Relationship
Self, Glendale, AZ

Coverage and accumulators

Found by member ID

Plan
CHOICE-PLUS-PPO PPO group GRP-6663
Coverage period
2024-08-01 to present
Deductible
$140.31 of $1,000.0014%
Out-of-pocket maximum
$318.30 of $4,000.008%
Copays
office $30.00, specialist $40.00, emergency $250.00
Physical therapy visits
12 of 20 used

Provider

Billing and rendering

Billing provider
Lakeside Medical Group
Family Medicine · taxonomy 207Q00000X
NPI
3911891331
Network
In network
Rendering NPI
5057047172
Location
San Diego, CA · TIN 83-7560587
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 complexity5911$211.00$130.82——Review
299395Preventive visit, 18-39 years5911$280.00$173.60——Review
Totals$491.00$304.42——
Diagnoses (ICD-10-CM)
  • 1. E78.5 Hyperlipidemia, unspecifiedprincipal
  • 2. Z00.00 Encounter for general adult medical examination without abnormal findings
Claim header
Patient account
PA-961496
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-001345 (verified, link confidence 1.00).
EligibilityPassActive on 2025-12-19: NULL (PPO), effective 2024-08-01.
Timely filingPassReceived 17 days after service (limit 90).
Duplicate checkPassNo matching prior claim in the duplicate window.
Prior authorisationPassNo line requires precertification.
Provider networkPassIn-network provider Lakeside Medical Group (3911891331).
Medical necessityPassDiagnosis supports the procedures billed.
Bundling (NCCI)ReviewCO97Modifier 59 used on a normally bundled code pair; the operative note must document a distinct procedural service.
Benefit included in another service already adjudicated
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. Left for review: soft signals only, no hard rule fired.

Notes

Provider, system and examiner notes on this claim

  • ClinicalProvider: Lakeside Medical Group2025-12-19 09:26

    Established patient presents with hyperlipidemia, unspecified; symptoms reviewed and vitals within expected range. Separate procedure performed at a distinct anatomical site during the same encounter; see operative note for site detail.

  • SystemSystem: Claims system2026-01-05 01:24

    NCCI edit: modifier 59 used on a code pair that is normally bundled. Operative note requested.

Attachments

Documents received with the claim

  • Medical recordrecords_PA-961496.pdf4 pages

    Operative note describing procedures at two distinct anatomical sites.

Claim history

Every event on this claim, sealed in the audit chain

  1. Rules engineReview2026-10-21 13:43
    Bundling (NCCI): Modifier 59 used on a normally bundled code pair; the operative note must document a distinct procedural service.
  2. AI recommendationApproved2026-10-21 14:14
    The claim is for an office visit and a preventive visit, both of which are supported by the diagnosis of hyperlipidemia. The provider is in-network, and the member is eligible. The use of modifier 59 is justified by the operative note, which documents procedures at two distinct anatomical sites. The claim is within the auto-adjudication ceiling and all required documentation is present.
  3. AI recommendation recordedR. Patel (Claims Examiner II)2026-10-21 14:14 · a9816732

Other claims for this member

Same resolved identity

No other claims.

AI recommendation

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

Approvedconfidence 0.95 Validated

The claim is for an office visit and a preventive visit, both of which are supported by the diagnosis of hyperlipidemia. The provider is in-network, and the member is eligible. The use of modifier 59 is justified by the operative note, which documents procedures at two distinct anatomical sites. The claim is within the auto-adjudication ceiling and all required documentation is present.

Evidence cited: [C][DX][L1][L2][PRV][IDN][COV][R-identity][R-eligibility][R-timely_filing][R-duplicate][R-prior_auth][R-network][R-clinical_edit][R-ncci][R-benefit_limit][R-completeness][R-high_dollar][N1][N2][A1]
Latency
2,317 ms
Tokens
1,284 in / 227 out
Cost
$0.0018
Input hash cfd1b0e8b8f1f449… · identifiers withheld from the model: name, dob, member_id

Examiner decision

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

Pre-filled from the AI recommendation. Change anything before you record it.
Outcome
437 characters
ExaminerR. Patel (Claims Examiner II)
Will apply: approve

Evaluation truth

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

Approvedscenario: Unbundling supported

Modifier 59 supported: distinct anatomical site documented.