Claims workbench/CLM-2026-025898
Professional claim · CMS-1500 · EDI 837P

CLM-2026-025898

Heritage Primary Care Associates, Family Medicine. Service 2026-05-09 at office (POS 11). Received 2026-05-21.

Needs review
Billed
$25.00
1 line
Allowed
$15.50
if approved
Plan pays
—
Needs review
Member owes
—
copay / deductible / 20% coinsurance
Rules engine
Review
CO16
Decided by
Nobody yet
open

Member

Resolved through the identity graph

Member ID
UHC-19783-34
Date of birth
1975-11-06
Identity
Verified3 records, confidence 1.00
Claim record
CLMCLM-406519
Relationship
Child, Phoenix, AZ

Coverage and accumulators

Found by member ID

Plan
SELECT-EPO EPO group GRP-3394
Coverage period
2021-05-01 to present
Deductible
$400.79 of $1,000.0040%
Out-of-pocket maximum
$995.34 of $3,000.0033%
Copays
office $25.00, specialist $75.00, emergency $250.00
Physical therapy visits
22 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Primary Care Associates
Family Medicine · taxonomy 207Q00000X
NPI
3703132464
Network
In network
Rendering NPI
9722177992
Location
Tempe, AZ · TIN 64-9033821
Authorisation / referral
none / none

Service lines

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

LineCodeDescriptionMod.UnitsDxBilledAllowedMemberPlanLine status
190471Immunization administration—11$25.00$15.50——Review
Totals$25.00$15.50——
Diagnoses (ICD-10-CM)
  • 1. J06.9 Acute upper respiratory infection, unspecifiedprincipal
  • 2. E78.5 Hyperlipidemia, unspecified
Claim header
Patient account
PA-588581
Frequency code
1 (original)
Accident
No
DRG
—
Admit / discharge
—
Landed
2026-10-21 13:43

Rules engine

CLAIMS-ADJ v1: 11 checks, 1 needing attention

CheckResultCodeDetail
Member identityPassAttached to MBR-029428 (verified, link confidence 1.00).
EligibilityPassActive on 2026-05-09: SELECT-EPO (EPO), effective 2021-05-01.
Timely filingPassReceived 12 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 (3703132464).
Medical necessityPassDiagnosis supports the procedures billed.
Bundling (NCCI)PassNo bundling conflicts.
Benefit limitsPassNo limited benefit on this claim.
CompletenessReviewCO16Documentation incomplete: “Established patient presents with acute upper respiratory infection, unspecified; symptoms”.
Claim lacks information needed for adjudication
High-dollar reviewPassWithin the auto-adjudication ceiling.
Evaluated 2026-10-21 13:43 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 Associates2026-05-09 13:10

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

  • SystemSystem: Claims system2026-05-21 01:22

    Rendering provider signature missing on the attached note. Development letter sent to provider.

  • AdministrativeExaminer: R. Patel (Claims Examiner II)2026-05-21 10:30

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

Attachments

Documents received with the claim

No attachments.

Claim history

Every event on this claim, sealed in the audit chain

  1. Rules engineReview2026-10-21 13:43
    Completeness: Documentation incomplete: “Established patient presents with acute upper respiratory infection, unspecified; symptoms”.

Other claims for this member

Same resolved identity

No other claims.

AI recommendation

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

The rules engine left this claim for review. The AI adjudicator can read the evidence pack (lines, notes, attachments, coverage, history) and recommend an outcome with citations.

Examiner decision

Record the final decision; pricing and remittance reasons follow from it

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

PendedCO16scenario: Missing info

Development letter outstanding.