Claims workbench/CLM-2026-022350
Professional claim · CMS-1500 · EDI 837P

CLM-2026-022350

Heritage Medical Group, Family Medicine. Service 2026-01-17 at office (POS 11). Received 2026-01-30.

Approved
Billed
$236.00
1 line
Allowed
$146.32
contract rate applied
Plan pays
$106.32
approved
Member owes
$40.00
copay / deductible / 10% coinsurance
Rules engine
Clean
no reason codes
Decided by
Claims rules engine
2026-10-21 13:43

Member

Resolved through the identity graph

Member ID
UHC-53992-59
Date of birth
1997-09-22
Identity
Verified3 records, confidence 0.97
Claim record
CLMCLM-401921
Relationship
Spouse, Houston, TX

Coverage and accumulators

Found by member ID

Plan
SELECT-EPO EPO group GRP-3050
Coverage period
2022-06-01 to present
Deductible
$405.87 of $3,500.0012%
Out-of-pocket maximum
$741.32 of $10,500.007%
Copays
office $40.00, specialist $60.00, emergency $150.00
Physical therapy visits
18 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Medical Group
Family Medicine · taxonomy 207Q00000X
NPI
8291940475
Network
In network
Rendering NPI
6965416608
Location
Mesa, AZ · TIN 22-3534685
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 complexity—11$236.00$146.32$40.00$106.32Paid
Totals$236.00$146.32$40.00$106.32
Diagnoses (ICD-10-CM)
  • 1. M54.50 Low back pain, unspecifiedprincipal
Claim header
Patient account
PA-271112
Frequency code
1 (original)
Accident
No
DRG
—
Admit / discharge
—
Landed
2026-10-21 13:43

Rules engine

CLAIMS-ADJ v1: 11 checks, 0 needing attention

CheckResultCodeDetail
Member identityPassAttached to MBR-009012 (verified, link confidence 0.97).
EligibilityPassActive on 2026-01-17: SELECT-EPO (EPO), effective 2022-06-01.
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 Heritage Medical Group (8291940475).
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 2026-10-21 13:43 under policy version 1. Clean claim: approved and priced automatically.

Notes

Provider, system and examiner notes on this claim

  • ClinicalProvider: Heritage Medical Group2026-01-17 09:56

    Follow-up for low back pain, 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 system2026-01-30 01:35

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

  • AdministrativeExaminer: M. Alvarez (Claims Examiner I)2026-01-30 11:09

    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-271112.pdf1 page

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

Explanation of benefits

What the member will see

Amount billed
$236.00
Plan discount
$89.68
contracted rate
Plan paid
$106.32
You may owe
$40.00
copay, deductible and coinsurance

Claim history

Every event on this claim, sealed in the audit chain

  1. Rules engineApproved2026-10-21 13:43
    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.