Claims workbench/CLM-2026-017052

Professional claim · CMS-1500 · EDI 837P

CLM-2026-017052

Heritage Primary Care Associates, Family Medicine. Service 2026-01-08 at office (POS 11). Received 2026-02-06.

Needs review

Billed

$216.00

1 line

Allowed

$133.92

if approved

Plan pays

—

Needs review

Member owes

—

copay / deductible / 30% coinsurance

Rules engine

Review

DUP

Decided by

Nobody yet

open

Member

Resolved through the identity graph

Member: Donna Perez
Member ID: UHC-15786-23
Date of birth: 2005-06-03
Identity: Verified5 records, confidence 0.96
Claim record: CLMCLM-401643
Relationship: Spouse, Atlanta, GA

Coverage and accumulators

Found by member ID

Plan: OPTIONS-PPO PPO group GRP-9200
Coverage period: 2025-06-01 to present
Deductible: $561.47 of $1,500.0037%
Out-of-pocket maximum: $929.13 of $6,000.0015%
Copays: office $40.00, specialist $60.00, emergency $350.00
Physical therapy visits: 8 of 20 used

Provider

Billing and rendering

Billing provider: Heritage Primary Care Associates
Family Medicine · taxonomy 207Q00000X
NPI: 2229159530
Network: In network
Rendering NPI: 3650429186
Location: Houston, TX · TIN 14-5202877
Authorisation / referral: none / none

Service lines

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

Line	Code	Description	Mod.	Units	Dx	Billed	Allowed	Member	Plan	Line status
1	99213	Office visit, established patient, low complexity	—	1	1	$216.00	$133.92	—	—	Review
Totals						$216.00	$133.92	—	—

Diagnoses (ICD-10-CM)

1. Z00.00 Encounter for general adult medical examination without abnormal findingsprincipal
2. E11.9 Type 2 diabetes mellitus without complications

Claim header

Patient account: PA-973950
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

Check	Result	Code	Detail
Member identity	Pass		Attached to MBR-009739 (verified, link confidence 0.96).
Eligibility	Pass		Active on 2026-01-08: OPTIONS-PPO (PPO), effective 2025-06-01.
Timely filing	Pass		Received 29 days after service (limit 90).
Duplicate check	Review	DUP	Same member, date of service and procedures as CLM-2026-017051, billed by a different provider. Possible duplicate
Prior authorisation	Pass		No line requires precertification.
Provider network	Pass		In-network provider Heritage Primary Care Associates (2229159530).
Medical necessity	Pass		Diagnosis supports the procedures billed.
Bundling (NCCI)	Pass		No bundling conflicts.
Benefit limits	Pass		No limited benefit on this claim.
Completeness	Pass		Required documentation present.
High-dollar review	Pass		Within 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: Heritage Primary Care Associates2026-01-08 09:22
Patient seen for encounter for general adult medical examination without abnormal findings. Patient was seen earlier the same day by another provider for an unrelated complaint.
SystemSystem: Claims system2026-02-06 01:55
Edit 018 fired on a different billing provider for the same date of service. Needs review before release.

Attachments

Documents received with the claim

No attachments.

Claim history

Every event on this claim, sealed in the audit chain

Rules engineReview2026-10-21 13:43
Duplicate check: Same member, date of service and procedures as CLM-2026-017051, billed by a different provider.

Other claims for this member

Same resolved identity

Claim	Service	Provider	Billed	Status
CLM-2026-033360	2026-10-09	Meadow GI Associates	$323.00	Approved
CLM-2026-029158	2025-11-01	Pinecrest Diagnostic Imaging	$954.00	Denied
CLM-2026-021150	2025-12-27	Valley Digestive Health Center	$1,955.00	Approved
CLM-2026-017051	2026-01-08	Lakeside Medical Group	$216.00	Approved

AI recommendation

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

The rules engine left this claim for review. The AI adjudicator can read the evidence pack (lines, notes, attachments, coverage, history) and recommend an outcome with citations.

Examiner decision

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

Outcome

Approve and pay as pricedAllowed amount, member responsibility and plan payment are applied to every line.DenyNo payment. Reason codes go on the remittance advice and the member's explanation of benefits.Pend for informationHold the claim; a development letter or confirmation is needed before it can be finalised.Refer to special investigationsRoute to the SIU for a fraud, waste and abuse review. No payment until cleared.

Examiner rationale *

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: Possible duplicate

Different billing provider; separately payable.

Review queue Member identity