Claims workbench/CLM-2026-018429
Professional claim · CMS-1500 · Provider portal

CLM-2026-018429

Heritage Medical Group, Family Medicine. Service 2026-06-01 at office (POS 11). Received 2026-06-23.

Needs reviewOut of network
Billed
$14.00
1 line
Allowed
$6.30
if approved
Plan pays
—
Needs review
Member owes
—
copay / deductible / 10% coinsurance
Rules engine
Review
CO16
Decided by
Nobody yet
open

Member

Resolved through the identity graph

Member ID
UHC-60087-69
Date of birth
1977-12-28
Identity
Verified4 records, confidence 0.99
Claim record
CLMCLM-403723
Relationship
Child, Tucson, AZ

Coverage and accumulators

Found by member ID

Plan
CHOICE-PLUS-PPO PPO group GRP-0798
Coverage period
2021-01-01 to present
Deductible
$328.06 of $500.0066%
Out-of-pocket maximum
$538.96 of $2,000.0027%
Copays
office $25.00, specialist $50.00, emergency $250.00
Physical therapy visits
9 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Medical Group
Family Medicine · taxonomy 207Q00000X
NPI
1536032422
Network
Out of network
Rendering NPI
9414587268
Location
Denver, CO · TIN 49-9592909
Authorisation / referral
none / none

Service lines

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

LineCodeDescriptionMod.UnitsDxBilledAllowedMemberPlanLine status
136415Venipuncture—11$14.00$6.30——Review
Totals$14.00$6.30——
Diagnoses (ICD-10-CM)
  • 1. I10 Essential (primary) hypertensionprincipal
Claim header
Patient account
PA-366832
Frequency code
1 (original)
Accident
No
DRG
—
Admit / discharge
—
Landed
2026-10-21 13:43

Rules engine

CLAIMS-ADJ v1: 11 checks, 2 needing attention

CheckResultCodeDetail
Member identityPassAttached to MBR-012751 (verified, link confidence 0.99).
EligibilityPassActive on 2026-06-01: NULL (PPO), effective 2021-01-01.
Timely filingPassReceived 22 days after service (limit 90).
Duplicate checkPassNo matching prior claim in the duplicate window.
Prior authorisationPassNo line requires precertification.
Provider networkNoteOut-of-network provider; priced at the out-of-network allowance, balance billing may apply.
Medical necessityPassDiagnosis supports the procedures billed.
Bundling (NCCI)PassNo bundling conflicts.
Benefit limitsPassNo limited benefit on this claim.
CompletenessReviewCO16Documentation incomplete: “Patient seen for essential (primary) hypertension. Note dictated; signature pending.”.
Claim lacks information needed for adjudication
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: Heritage Medical Group2026-06-01 15:20

    Patient seen for essential (primary) hypertension. Note dictated; signature pending.

  • SystemSystem: Claims system2026-06-23 06:26

    Rendering provider signature missing on the attached note. Development letter sent to provider.

Attachments

Documents received with the claim

No attachments.

Claim history

Every event on this claim, sealed in the audit chain

  1. Rules engineReview2026-10-21 13:43
    Provider network: Out-of-network provider; priced at the out-of-network allowance, balance billing may apply. Completeness: Documentation incomplete: “Patient seen for essential (primary) hypertension. Note dictated; signature pending.”.

Other claims for this member

Same resolved identity

ClaimServiceProviderBilledStatus
CLM-2026-0154792026-06-24Unity Clinical Laboratories$141.00Approved
CLM-2026-0193262026-06-17Meadow Physical Therapy$495.00Approved

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
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

PendedCO16scenario: Missing info

Development letter outstanding.