Claims workbench/CLM-2026-021146
Professional claim · CMS-1500 · Paper

CLM-2026-021146

Heritage Internal Medicine Associates, Internal Medicine. Service 2026-02-03 at office (POS 11). Received 2026-02-13.

Approved
Billed
$611.00
3 lines
Allowed
$378.82
contract rate applied
Plan pays
$353.82
approved
Member owes
$25.00
copay / deductible / 30% coinsurance
Rules engine
Clean
no reason codes
Decided by
Claims rules engine
2026-10-22 12:44

Member

Resolved through the identity graph

Member
Jose Dean
Member ID
UHC-55923-79
Date of birth
2007-07-09
Identity
Verified2 records, confidence 0.99
Claim record
CLMCLM-420154
Relationship
Self, Seattle, WA

Coverage and accumulators

Found by member ID

Plan
CHOICE-PLUS-PPO PPO group GRP-3457
Coverage period
2023-06-01 to present
Deductible
$578.12 of $1,000.0058%
Out-of-pocket maximum
$23.41 of $2,000.001%
Copays
office $25.00, specialist $40.00, emergency $150.00
Physical therapy visits
17 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Internal Medicine Associates
Internal Medicine · taxonomy 207R00000X
NPI
6159930513
Network
In network
Rendering NPI
7729569476
Location
Dallas, TX · TIN 90-9458167
Authorisation / referral
none / none

Service lines

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

LineCodeDescriptionMod.UnitsDxBilledAllowedMemberPlanLine status
180053Comprehensive metabolic panel—11$58.00$35.96$25.00$10.96Paid
299215Office visit, established patient, high complexity—12$288.00$178.56$0.00$178.56Paid
399214Office visit, established patient, moderate complexity—11$265.00$164.30$0.00$164.30Paid
Totals$611.00$378.82$25.00$353.82
Diagnoses (ICD-10-CM)
  • 1. J44.9 COPD, unspecifiedprincipal
Claim header
Patient account
PA-750302
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-012853 (verified, link confidence 0.99).
EligibilityPassActive on 2026-02-03: CHOICE-PLUS-PPO (PPO), effective 2023-06-01.
Timely filingPassReceived 10 days after service (limit 90).
Duplicate checkPassNo matching prior claim in the duplicate window.
Prior authorisationPassNo line requires precertification.
Provider networkPassIn-network provider Heritage Internal Medicine Associates (6159930513).
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 Internal Medicine Associates2026-02-03 13:17

    Follow-up for copd, unspecified. Plan discussed, medications reconciled. Authorisation was obtained by phone from the plan on the day before service; reference number recorded on the face sheet.

  • SystemSystem: Claims system2026-02-13 05:32

    Authorisation number on the claim does not match the UM system format. Provider states it was issued by phone.

  • AdministrativeExaminer: L. Brooks (Nurse Reviewer, RN)2026-02-13 15:27

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

Attachments

Documents received with the claim

  • Prior auth letterface_sheet_PA-750302.pdf1 page

    Provider face sheet with a handwritten authorisation reference; no plan letterhead.

Explanation of benefits

What the member will see

Amount billed
$611.00
Plan discount
$232.18
contracted rate
Plan paid
$353.82
You may owe
$25.00
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

No other claims.

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

PendedCO197scenario: Auth unverifiable

Authorisation must be confirmed with UM before payment.