Claims workbench/CLM-2026-014568
Professional claim · CMS-1500 · EDI 837P

CLM-2026-014568

Heritage Primary Care Associates, Family Medicine. Service 2026-05-15 at office (POS 11). Received 2026-05-31.

Approved
Billed
$530.00
2 lines
Allowed
$328.60
contract rate applied
Plan pays
$308.60
approved
Member owes
$20.00
copay / deductible / 10% 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-20383-93
Date of birth
1949-05-28
Identity
Verified3 records, confidence 0.99
Claim record
CLMCLM-421126
Relationship
Self, Mesa, AZ

Coverage and accumulators

Found by member ID

Plan
- PPO group GRP-6249
Coverage period
2023-08-01 to present
Deductible
$375.21 of $500.0075%
Out-of-pocket maximum
$944.88 of $2,000.0047%
Copays
office $20.00, specialist $50.00, emergency $350.00
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
2837360132
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
199395Preventive visit, 18-39 years—11$293.00$181.66$20.00$161.66Paid
299203Office visit, new patient, low complexity—11$237.00$146.94$0.00$146.94Paid
Totals$530.00$328.60$20.00$308.60
Diagnoses (ICD-10-CM)
  • 1. Z00.00 Encounter for general adult medical examination without abnormal findingsprincipal
Claim header
Patient account
PA-520148
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-028973 (verified, link confidence 0.99).
EligibilityPassActive on 2026-05-15: - (PPO), effective 2023-08-01.
Timely filingPassReceived 16 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. Clean claim: approved and priced automatically.

Notes

Provider, system and examiner notes on this claim

  • ClinicalProvider: Heritage Primary Care Associates2026-05-15 10:14

    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
$530.00
Plan discount
$201.40
contracted rate
Plan paid
$308.60
You may owe
$20.00
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

ClaimServiceProviderBilledStatus
CLM-2026-0159622026-09-11Summit Internal Medicine Associates$203.00Approved
CLM-2026-0065512026-04-26Sunrise Orthopedic Specialists$44,799.00Needs review

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.