Claims workbench/CLM-2026-017075
Professional claim · CMS-1500 · EDI 837P

CLM-2026-017075

Unity Medical Group, Internal Medicine. Service 2025-12-22 at office (POS 11). Received 2026-01-04.

Needs review
Billed
$527.00
2 lines
Allowed
$326.74
if approved
Plan pays
—
Needs review
Member owes
—
copay / deductible / 20% coinsurance
Rules engine
Review
CO97
Decided by
Nobody yet
open

Member

Resolved through the identity graph

Member ID
UHC-04572-43
Date of birth
1960-06-27
Identity
Verified5 records, confidence 0.99
Claim record
CLMCLM-415136
Relationship
Spouse, Orlando, FL

Coverage and accumulators

Found by member ID

Plan
CHOICE-PLUS-PPO PPO group GRP-4527
Coverage period
2023-10-01 to present
Deductible
$206.63 of $500.0041%
Out-of-pocket maximum
$112.87 of $2,000.006%
Copays
office $40.00, specialist $60.00, emergency $150.00
Physical therapy visits
4 of 20 used

Provider

Billing and rendering

Billing provider
Unity Medical Group
Internal Medicine · taxonomy 207R00000X
NPI
1355996814
Network
In network
Rendering NPI
7221073316
Location
Mesa, AZ · TIN 43-9161942
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 complexity5911$232.00$143.84——Review
299215Office visit, established patient, high complexity5912$295.00$182.90——Review
Totals$527.00$326.74——
Diagnoses (ICD-10-CM)
  • 1. I10 Essential (primary) hypertensionprincipal
  • 2. E11.65 Type 2 diabetes mellitus with hyperglycemia
Claim header
Patient account
PA-297623
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-001219 (verified, link confidence 0.99).
EligibilityPassActive on 2025-12-22: CHOICE-PLUS-PPO (PPO), effective 2023-10-01.
Timely filingPassReceived 13 days after service (limit 90).
Duplicate checkPassNo matching prior claim in the duplicate window.
Prior authorisationPassNo line requires precertification.
Provider networkPassIn-network provider Unity Medical Group (1355996814).
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: Unity Medical Group2025-12-22 11:19

    Follow-up for essential (primary) hypertension. Plan discussed, medications reconciled. Both procedures were performed at the same site during the same session as part of one service.

  • SystemSystem: Claims system2026-01-04 02:50

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

  • AdministrativeExaminer: M. Alvarez (Claims Examiner I)2026-01-04 12:02

    Reviewed with the member's history on file. Holding for the items listed above.

Attachments

Documents received with the claim

  • Medical recordrecords_PA-297623.pdf11 pages

    Operative note describes a single procedure at one site; no separate session.

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 recommendationDenied2026-10-21 14:05
    The claim includes two office visits (99214 and 99215) billed with modifier 59, which is used to indicate a distinct procedural service. However, the clinical note [N1] and the medical record [A1] both indicate that both procedures were performed at the same site during the same session as part of one service. This contradicts the use of modifier 59 and results in a bundling issue as per NCCI rules [N2]. Therefore, the claim is denied for CO97 - Benefit included in another service already adjudicated.
  3. AI recommendation recordedR. Patel (Claims Examiner II)2026-10-21 14:05 · 4c671e4d

Other claims for this member

Same resolved identity

ClaimServiceProviderBilledStatus
CLM-2026-0040342026-01-16Riverside Family Practice$42.00Approved

AI recommendation

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

Deniedconfidence 0.95 Validated
  • CO97 Benefit included in another service already adjudicated

The claim includes two office visits (99214 and 99215) billed with modifier 59, which is used to indicate a distinct procedural service. However, the clinical note [N1] and the medical record [A1] both indicate that both procedures were performed at the same site during the same session as part of one service. This contradicts the use of modifier 59 and results in a bundling issue as per NCCI rules [N2]. Therefore, the claim is denied for CO97 - Benefit included in another service already adjudicated.

Evidence cited: [N1][N2][N3][A1]
Latency
1,816 ms
Tokens
1,340 in / 187 out
Cost
$0.0017
Input hash 9c90a1f224bb5db8… · 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
Reason codes *
  • CO97 Benefit included in another service already adjudicated
554 characters
ExaminerR. Patel (Claims Examiner II)
Will apply: deny

Evaluation truth

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

DeniedCO97scenario: Unbundling

Bundled code pair; modifier 59 not supported by the operative note.