Claims workbench/CLM-2026-022970
Professional claim · CMS-1500 · EDI 837P

CLM-2026-022970

Heritage Primary Care Associates, Family Medicine. Service 2026-06-14 at office (POS 11). Received 2026-07-28.

Approved
Billed
$575.00
3 lines
Allowed
$356.50
contract rate applied
Plan pays
$336.50
approved
Member owes
$20.00
copay / deductible / 20% 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-99969-24
Date of birth
1978-12-09
Identity
Verified5 records, confidence 0.93
Claim record
CLMCLM-409019
Relationship
Child, Chandler, AZ

Coverage and accumulators

Found by member ID

Plan
CHOICE-PLUS-PPO PPO group GRP-1758
Coverage period
2022-01-01 to present
Deductible
$1,032.28 of $1,500.0069%
Out-of-pocket maximum
$242.77 of $3,000.008%
Copays
office $20.00, specialist $60.00, emergency $350.00
Physical therapy visits
13 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Primary Care Associates
Family Medicine · taxonomy 207Q00000X
NPI
5397655734
Network
In network
Rendering NPI
2398699175
Location
Tampa, FL · TIN 61-8345625
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$316.00$195.92$20.00$175.92Paid
290471Immunization administration—11,2$25.00$15.50$0.00$15.50Paid
399203Office visit, new patient, low complexity—12$234.00$145.08$0.00$145.08Paid
Totals$575.00$356.50$20.00$336.50
Diagnoses (ICD-10-CM)
  • 1. J06.9 Acute upper respiratory infection, unspecifiedprincipal
  • 2. I10 Essential (primary) hypertension
Claim header
Patient account
PA-932394
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-003329 (verified, link confidence 0.93).
EligibilityPassActive on 2026-06-14: NULL (PPO), effective 2022-01-01.
Timely filingPassReceived 44 days after service (limit 90).
Duplicate checkPassNo matching prior claim in the duplicate window.
Prior authorisationPassNo line requires precertification.
Provider networkPassIn-network provider Heritage Primary Care Associates (5397655734).
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 Primary Care Associates2026-06-14 17:32

    Established patient presents with acute upper respiratory infection, unspecified; symptoms reviewed and vitals within expected range.

Attachments

Documents received with the claim

No attachments.

Explanation of benefits

What the member will see

Amount billed
$575.00
Plan discount
$218.50
contracted rate
Plan paid
$336.50
You may owe
$20.00
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

ClaimServiceProviderBilledStatus
CLM-2026-0002982026-04-07Sunrise Dermatology Clinic$841.00Denied
CLM-2026-0002972026-04-07Sunrise Dermatology Clinic$841.00Approved

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

Approvedscenario: Clean

Clean claim, priced at contract rate.