Claims workbench/CLM-2026-013821
Professional claim · CMS-1500 · EDI 837P

CLM-2026-013821

Heritage Primary Care Associates, Family Medicine. Service 2026-06-12 at office (POS 11). Received 2026-07-13.

Denied
Billed
$478.00
2 lines
Allowed
$296.36
if approved
Plan pays
—
Denied
Member owes
—
copay / deductible / 30% coinsurance
Rules engine
Deny
CO27
Decided by
Claims rules engine
2026-10-22 12:44

Member

Resolved through the identity graph

Member ID
UHC-65630-58
Date of birth
1995-08-17
Identity
Verified3 records, confidence 1.00
Claim record
CLMCLM-414146
Relationship
Self, Charlotte, NC

Coverage and accumulators

Found by member ID

Plan
NAVIGATE-HMO HMO group GRP-1184
Coverage period
2024-04-01 to 2026-03-07
Deductible
$625.84 of $1,000.0063%
Out-of-pocket maximum
$112.94 of $3,000.004%
Copays
office $40.00, specialist $60.00, emergency $250.00
Physical therapy visits
3 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Primary Care Associates
Family Medicine · taxonomy 207Q00000X
NPI
8400209101
Network
In network
Rendering NPI
1334219502
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
199203Office visit, new patient, low complexity—11$220.00$136.40——DeniedCO27
299214Office visit, established patient, moderate complexity—11$258.00$159.96——DeniedCO27
Totals$478.00$296.36——
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-279668
Frequency code
1 (original)
Accident
No
DRG
—
Admit / discharge
—
Landed
2026-10-22 12:44

Rules engine

CLAIMS-ADJ v1: 11 checks, 1 needing attention

CheckResultCodeDetail
Member identityPassAttached to MBR-026336 (verified, link confidence 1.00).
EligibilityFailCO27Date of service 2026-06-12 is after coverage terminated on 2026-03-07.
Expenses incurred after coverage terminated
Timely filingPassReceived 31 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 2026-10-22 12:44 under policy version 1. Hard rule fired: Denied.

Notes

Provider, system and examiner notes on this claim

  • ClinicalProvider: Heritage Primary Care Associates2026-06-12 11:42

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

  • SystemSystem: Claims system2026-07-13 01:00

Attachments

Documents received with the claim

No attachments.

Claim history

Every event on this claim, sealed in the audit chain

  1. Rules engineDenied2026-10-22 12:44
    Eligibility: Date of service 2026-06-12 is after coverage terminated on 2026-03-07.

Other claims for this member

Same resolved identity

No other claims.

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

DeniedCO27scenario: Coverage terminated

Service after coverage termination.