Claims workbench/CLM-2026-025696
Professional claim · CMS-1500 · EDI 837P

CLM-2026-025696

Heritage Primary Care Associates, Family Medicine. Service 2025-12-07 at office (POS 11). Received 2026-01-15.

Approved
Billed
$260.00
3 lines
Allowed
$161.20
contract rate applied
Plan pays
$146.94
approved
Member owes
$14.26
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-42460-12
Date of birth
1969-01-12
Identity
Verified5 records, confidence 0.99
Claim record
CLMCLM-410365
Relationship
Self, Houston, TX

Coverage and accumulators

Found by member ID

Plan
SELECT-EPO EPO group GRP-3872
Coverage period
2024-11-01 to present
Deductible
$766.74 of $1,000.0077%
Out-of-pocket maximum
$1,446.27 of $4,000.0036%
Copays
office $40.00, specialist $40.00, emergency $150.00
Physical therapy visits
16 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Primary Care Associates
Family Medicine · taxonomy 207Q00000X
NPI
8400209101
Network
In network
Rendering NPI
6265470412
Location
San Diego, CA · TIN 62-9200818
Authorisation / referral
none / none

Service lines

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

LineCodeDescriptionMod.UnitsDxBilledAllowedMemberPlanLine status
136415Venipuncture—11$23.00$14.26$14.26$0.00Paid
290471Immunization administration—11$28.00$17.36$0.00$17.36Paid
399203Office visit, new patient, low complexity2512$209.00$129.58$0.00$129.58Paid
Totals$260.00$161.20$14.26$146.94
Diagnoses (ICD-10-CM)
  • 1. I10 Essential (primary) hypertensionprincipal
  • 2. Z00.00 Encounter for general adult medical examination without abnormal findings
Claim header
Patient account
PA-994679
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-004725 (verified, link confidence 0.99).
EligibilityPassActive on 2025-12-07: SELECT-EPO (EPO), effective 2024-11-01.
Timely filingPassReceived 39 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 (8400209101).
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 Associates2025-12-07 16:50

    Established patient presents with essential (primary) hypertension; 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
$260.00
Plan discount
$98.80
contracted rate
Plan paid
$146.94
You may owe
$14.26
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-2026-0181552026-01-23Lakeside Physical Therapy$324.00Needs review
CLM-2026-0138752025-12-16Mesa Diabetes Center$266.00Approved
CLM-2026-0256972025-12-07Heritage Primary Care Associates$260.00Denied

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.