Claims workbench/CLM-2026-028216
Professional claim · CMS-1500 · EDI 837P

CLM-2026-028216

Heritage Medical Group, Family Medicine. Service 2025-12-02 at office (POS 11). Received 2026-01-01.

Needs reviewOut of network
Billed
$54.00
2 lines
Allowed
$24.30
if approved
Plan pays
—
Needs review
Member owes
—
copay / deductible / 10% coinsurance
Rules engine
Review
CO97
Decided by
Nobody yet
open

Member

Resolved through the identity graph

Member ID
UHC-45695-22
Date of birth
1962-07-26
Identity
Verified6 records, confidence 0.99
Claim record
CLMCLM-403072
Relationship
Child, Dallas, TX

Coverage and accumulators

Found by member ID

Plan
OPTIONS-PPO PPO group GRP-5435
Coverage period
2024-12-01 to present
Deductible
$113.45 of $2,500.005%
Out-of-pocket maximum
$266.46 of $5,000.005%
Copays
office $20.00, specialist $50.00, emergency $350.00
Physical therapy visits
6 of 20 used

Provider

Billing and rendering

Billing provider
Heritage Medical Group
Family Medicine · taxonomy 207Q00000X
NPI
1536032422
Network
Out of network
Rendering NPI
1832194967
Location
Denver, CO · TIN 49-9592909
Authorisation / referral
none / none

Service lines

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

LineCodeDescriptionMod.UnitsDxBilledAllowedMemberPlanLine status
136415Venipuncture5911$12.00$5.40——Review
290471Immunization administration5911,2$42.00$18.90——Review
Totals$54.00$24.30——
Diagnoses (ICD-10-CM)
  • 1. I10 Essential (primary) hypertensionprincipal
  • 2. J06.9 Acute upper respiratory infection, unspecified
Claim header
Patient account
PA-253605
Frequency code
1 (original)
Accident
No
DRG
—
Admit / discharge
—
Landed
2026-10-21 13:43

Rules engine

CLAIMS-ADJ v1: 11 checks, 2 needing attention

CheckResultCodeDetail
Member identityPassAttached to MBR-000138 (verified, link confidence 0.99).
EligibilityPassActive on 2025-12-02: OPTIONS-PPO (PPO), effective 2024-12-01.
Timely filingPassReceived 30 days after service (limit 90).
Duplicate checkPassNo matching prior claim in the duplicate window.
Prior authorisationPassNo line requires precertification.
Provider networkNoteOut-of-network provider; priced at the out-of-network allowance, balance billing may apply.
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 2026-10-21 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 Medical Group2025-12-02 18:13

    Follow-up for essential (primary) hypertension. Plan discussed, medications reconciled. Separate procedure performed at a distinct anatomical site during the same encounter; see operative note for site detail.

  • SystemSystem: Claims system2026-01-01 05:07

    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-253605.pdf11 pages

    Operative note describing procedures at two distinct anatomical sites.

Claim history

Every event on this claim, sealed in the audit chain

  1. Rules engineReview2026-10-21 13:43
    Provider network: Out-of-network provider; priced at the out-of-network allowance, balance billing may apply. Bundling (NCCI): Modifier 59 used on a normally bundled code pair; the operative note must document a distinct procedural service.
  2. AI recommendationApproved2026-10-21 14:05
    The claim is for a child with active coverage under the OPTIONS-PPO plan. The service was provided by an out-of-network provider, but the claim is within the timely filing limit and does not require prior authorization. The medical necessity is supported by the diagnosis, and the use of modifier 59 is justified by the operative note, which documents procedures at two distinct anatomical sites. The claim is complete and within the auto-adjudication ceiling.
  3. AI recommendation recordedR. Patel (Claims Examiner II)2026-10-21 14:05 · ecb28df1

Other claims for this member

Same resolved identity

ClaimServiceProviderBilledStatus
CLM-2026-0315172026-05-25Sunrise Clinical Laboratories$31.00Approved
CLM-2026-0015282026-03-21Sunrise Clinical Laboratories$115.00Needs review
CLM-2026-0015272026-03-21Desert Reference Lab$115.00Approved
CLM-2026-0091902026-04-17Unity Reference Lab$252.00Approved

AI recommendation

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

Approvedconfidence 0.95 Validated

The claim is for a child with active coverage under the OPTIONS-PPO plan. The service was provided by an out-of-network provider, but the claim is within the timely filing limit and does not require prior authorization. The medical necessity is supported by the diagnosis, and the use of modifier 59 is justified by the operative note, which documents procedures at two distinct anatomical sites. 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
3,093 ms
Tokens
1,270 in / 242 out
Cost
$0.0018
Input hash e6ec0675093047aa… · 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
508 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.