Claims workbench/CLM-2026-033433

Professional claim · CMS-1500 · EDI 837P

CLM-2026-033433

Heritage Primary Care Associates, Family Medicine. Service 2026-03-23 at office (POS 11). Received 2026-04-14.

Needs review

Billed

$404.00

2 lines

Allowed

$250.48

if approved

Plan pays

—

Needs review

Member owes

—

copay / deductible / 20% coinsurance

Rules engine

Review

CO97

Decided by

Nobody yet

open

Member

Resolved through the identity graph

Member: Sophia Martinez
Member ID: UHC-22861-85
Date of birth: 1950-04-27
Identity: Verified4 records, confidence 1.00
Claim record: CLMCLM-417690
Relationship: Self, Mesa, AZ

Coverage and accumulators

Found by member ID

Plan: MEDICARE-ADV-B MA group GRP-4219
Coverage period: 2025-09-01 to present
Deductible: $542.00 of $2,500.0022%
Out-of-pocket maximum: $992.03 of $5,000.0020%
Copays: office $20.00, specialist $50.00, emergency $250.00
Physical therapy visits: 18 of 20 used

Provider

Billing and rendering

Billing provider: Heritage Primary Care Associates
Family Medicine · taxonomy 207Q00000X
NPI: 3703132464
Network: In network
Rendering NPI: 4678284827
Location: Tempe, AZ · TIN 64-9033821
Authorisation / referral: none / none

Service lines

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

Line	Code	Description	Mod.	Units	Dx	Billed	Allowed	Member	Plan	Line status
1	99214	Office visit, established patient, moderate complexity	59	1	1	$247.00	$153.14	—	—	Review
2	99213	Office visit, established patient, low complexity	59	1	1	$157.00	$97.34	—	—	Review
Totals						$404.00	$250.48	—	—

Diagnoses (ICD-10-CM)

1. E78.5 Hyperlipidemia, unspecifiedprincipal

Claim header

Patient account: PA-919801
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

Check	Result	Code	Detail
Member identity	Pass		Attached to MBR-021022 (verified, link confidence 1.00).
Eligibility	Pass		Active on 2026-03-23: MEDICARE-ADV-B (MA), effective 2025-09-01.
Timely filing	Pass		Received 22 days after service (limit 90).
Duplicate check	Pass		No matching prior claim in the duplicate window.
Prior authorisation	Pass		No line requires precertification.
Provider network	Pass		In-network provider Heritage Primary Care Associates (3703132464).
Medical necessity	Pass		Diagnosis supports the procedures billed.
Bundling (NCCI)	Review	CO97	Modifier 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 limits	Pass		No limited benefit on this claim.
Completeness	Pass		Required documentation present.
High-dollar review	Pass		Within 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 Associates2026-03-23 10:43
Patient seen for hyperlipidemia, unspecified. Separate procedure performed at a distinct anatomical site during the same encounter; see operative note for site detail.
SystemSystem: Claims system2026-04-14 02:58
NCCI edit: modifier 59 used on a code pair that is normally bundled. Operative note requested.
AdministrativeExaminer: D. Okafor (Medical Director, MD)2026-04-14 12:49
Reviewed with the member's history on file. Holding for the items listed above.

Attachments

Documents received with the claim

Medical recordrecords_PA-919801.pdf6 pages
Operative note describing procedures at two distinct anatomical sites.

Claim history

Every event on this claim, sealed in the audit chain

Rules engineReview2026-10-21 13:43
Bundling (NCCI): Modifier 59 used on a normally bundled code pair; the operative note must document a distinct procedural service.

Other claims for this member

Same resolved identity

Claim	Service	Provider	Billed	Status
CLM-2026-014292	2026-06-24	Riverside Bone and Joint Center	$248.00	Approved
CLM-2026-032389	2026-03-07	Cornerstone Orthopedic Specialists	$1,580.00	Needs review

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

Approve and pay as pricedAllowed amount, member responsibility and plan payment are applied to every line.DenyNo payment. Reason codes go on the remittance advice and the member's explanation of benefits.Pend for informationHold the claim; a development letter or confirmation is needed before it can be finalised.Refer to special investigationsRoute to the SIU for a fraud, waste and abuse review. No payment until cleared.

Examiner rationale *

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: Unbundling supported

Modifier 59 supported: distinct anatomical site documented.

Review queue Member identity