Claims workbench/CLM-2026-024614
Professional claim · CMS-1500 · EDI 837P

CLM-2026-024614

Heritage Primary Care Associates, Family Medicine. Service 2026-01-12 at office (POS 11). Received 2026-01-15.

Needs review
Billed
$311.00
2 lines
Allowed
$192.82
if approved
Plan pays
—
Needs review
Member owes
—
copay / deductible / 30% coinsurance
Rules engine
Review
CO97
Decided by
Nobody yet
open

Member

Resolved through the identity graph

Member ID
UHC-49760-79
Date of birth
2004-04-14
Identity
Verified2 records, confidence 0.99
Claim record
CLMCLM-423843
Relationship
Child, San Antonio, TX

Coverage and accumulators

Found by member ID

Plan
SELECT-EPO EPO group GRP-5285
Coverage period
2021-11-01 to present
Deductible
$1,049.11 of $3,500.0030%
Out-of-pocket maximum
$5,348.94 of $14,000.0038%
Copays
office $25.00, specialist $75.00, emergency $150.00
Physical therapy visits
20 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Primary Care Associates
Family Medicine · taxonomy 207Q00000X
NPI
2218360602
Network
In network
Rendering NPI
5741457167
Location
Atlanta, GA · TIN 79-7884821
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$299.00$185.38——Review
236415Venipuncture5912$12.00$7.44——Review
Totals$311.00$192.82——
Diagnoses (ICD-10-CM)
  • 1. Z00.00 Encounter for general adult medical examination without abnormal findingsprincipal
  • 2. M54.50 Low back pain, unspecified
  • 3. J06.9 Acute upper respiratory infection, unspecified
Claim header
Patient account
PA-313585
Frequency code
1 (original)
Accident
No
DRG
—
Admit / discharge
—
Landed
2026-10-22 12:44

Rules engine

CLAIMS-ADJ v1: 11 checks, 1 needing attention

CheckResultCodeDetail
Member identityPassAttached to MBR-004562 (verified, link confidence 0.99).
EligibilityPassActive on 2026-01-12: SELECT-EPO (EPO), effective 2021-11-01.
Timely filingPassReceived 3 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 (2218360602).
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 2026-10-22 12:44 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 Primary Care Associates2026-01-12 09:17

    Established patient presents with encounter for general adult medical examination without abnormal findings; symptoms reviewed and vitals within expected range. Separate procedure performed at a distinct anatomical site during the same encounter; see operative note for site detail.

  • SystemSystem: Claims system2026-01-15 03:10

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

Attachments

Documents received with the claim

  • Medical recordrecords_PA-313585.pdf16 pages

    Operative note describing procedures at two distinct anatomical sites.

Claim history

Every event on this claim, sealed in the audit chain

  1. Rules engineReview2026-10-22 12:44
    Bundling (NCCI): Modifier 59 used on a normally bundled code pair; the operative note must document a distinct procedural service.
  2. AI recommendationApproved2026-10-23 19:13
    The claim is for an in-network provider and the member is eligible. The service was timely filed and there are no duplicate claims. The claim does not require prior authorization and the provider is in-network. The medical necessity is supported by the diagnosis. The NCCI edit flagged the use of modifier 59 on a normally bundled code pair, but the operative note documents a distinct procedural service at a separate anatomical site, justifying the use of the modifier. The claim is complete and within the auto-adjudication ceiling.
  3. AI recommendation recordedR. Patel (Claims Examiner II)2026-10-23 19:13 · afa2babf

Other claims for this member

Same resolved identity

No other claims.

AI recommendation

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

Approvedconfidence 0.95 Validated

The claim is for an in-network provider and the member is eligible. The service was timely filed and there are no duplicate claims. The claim does not require prior authorization and the provider is in-network. The medical necessity is supported by the diagnosis. The NCCI edit flagged the use of modifier 59 on a normally bundled code pair, but the operative note documents a distinct procedural service at a separate anatomical site, justifying the use of the modifier. The claim is complete and within the auto-adjudication ceiling.

Evidence cited: [C][DX][L1][L2][PRV][IDN][COV][R-identity][R-eligibility][R-timely_filing][R-duplicate][R-prior_auth][R-network][R-clinical_edit][R-ncci][R-benefit_limit][R-completeness][R-high_dollar][N1][N2][A1]
Latency
2,685 ms
Tokens
1,313 in / 254 out
Cost
$0.0019
Input hash 90a1a84387c7f61b… · 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
583 characters
ExaminerR. Patel (Claims Examiner II)
Will apply: approve

Evaluation truth

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

Approvedscenario: Unbundling supported

Modifier 59 supported: distinct anatomical site documented.