Dashboard
Welcome back — Friday, March 20, 2026
Pending Cases
4
Awaiting review
In Review
2
Currently being processed
Completed Today
7
Avg. 11 min each
Needs Further Review
1
Flagged for follow-up
📋 Cases In Review
| Case ID | Patient | Payer | Plan Type | Assigned To | Status | Action |
|---|---|---|---|---|---|---|
| C-2026-0084 | Margaret T. Collins | UnitedHealthcare | Medicare Adv. | Jane Doe | In Review | |
| C-2026-0085 | Robert J. Hernandez | Aetna Better Health | Managed Medicaid | Alex Rivera | Needs Review |
📥 Recent Pending Cases
| Case ID | Patient | Payer | Documents | Received | Action |
|---|---|---|---|---|---|
| C-2026-0088 | Susan M. Park | Humana | EOB, HCFA, Ins. Card | Today 9:14 AM |
📥 Pending Cases
| Case ID | Patient Name | DOB | Payer | Plan Type | Documents | Received | Action |
|---|---|---|---|---|---|---|---|
| C-2026-0088 | Susan M. Park | 03/15/1952 | Humana | Medicare Adv. | EOB, HCFA, Ins. Card | Today 9:14 AM | |
| C-2026-0089 | David L. Foster | 07/22/1948 | Wellcare | Medicare | EOB, ERA | Today 8:47 AM | |
| C-2026-0090 | Latoya B. Williams | 11/05/1985 | Aetna Better Health (IL) | Managed Medicaid | EOB, HCFA, ERA, Ins. Card | Today 7:58 AM | |
| C-2026-0091 | James A. Nguyen | 05/30/1979 | BCBS Illinois | Commercial | EOB, HCFA | Yesterday 4:42 PM |
🔍 Cases In Review
| Case ID | Patient | Payer | Plan Type | Reviewer | Started | Status | Action |
|---|---|---|---|---|---|---|---|
| C-2026-0084 | Margaret T. Collins | UnitedHealthcare | Medicare Adv. | Jane Doe | Today 10:02 AM | In Review | |
| C-2026-0085 | Robert J. Hernandez | Aetna Better Health | Managed Medicaid | Alex Rivera | Today 9:35 AM | Needs Further Review |
✅ Completed Cases
| Case ID | Patient | Payer | Plan Type | Reviewer | Completed | Duration | Action |
|---|---|---|---|---|---|---|---|
| C-2026-0083 | Patricia L. Moore | Cigna Healthcare | Medicare Adv. | Jane Doe | Today 9:58 AM | 9 min | |
| C-2026-0082 | Anthony R. Jackson | Wellcare (WellCare by Allwell) | Medicare | Alex Rivera | Today 9:31 AM | 14 min | |
| C-2026-0081 | Maria E. Gonzalez | CountyCare (IL) | Managed Medicaid | Jane Doe | Today 8:55 AM | 11 min | |
| C-2026-0080 | Thomas H. Bradley | BCBS Illinois | Commercial | Sam Lee | Yesterday 4:50 PM | 8 min |
🏥 Payers & Plan Reference
Sourced from Medicare Part D BIN/PCN data & internal training
| Payer | Plan Type | BIN | PCN Identifier | ID Pattern | Notes |
|---|
👤 Employee Performance
| Employee | Completed | Avg. Time | Flagged |
|---|---|---|---|
| Jane Doe | 42 | 10 min | 3 |
| Alex Rivera | 38 | 12 min | 5 |
| Sam Lee | 29 | 9 min | 2 |
| Maria Chen | 51 | 8 min | 1 |
📅 Activity Timestamps
| Case ID | Reviewer | Started | Completed | Status |
|---|---|---|---|---|
| C-2026-0083 | Jane Doe | 9:49 AM | 9:58 AM | Done |
| C-2026-0085 | Alex Rivera | 9:35 AM | — | Flagged |
| C-2026-0084 | Jane Doe | 10:02 AM | — | Active |
🏥 Volume by Payer
| Payer | Cases | % of Total | Volume |
|---|---|---|---|
| UnitedHealthcare | 48 | 29% | |
| Humana | 35 | 21% | |
| Aetna | 30 | 18% | |
| BCBS | 27 | 16% | |
| Wellcare | 22 | 13% | |
| Other | 5 | 3% |
📊 Plan Type Breakdown
| Plan Type | Cases | Avg. Time |
|---|---|---|
| Medicare Advantage | 74 | 10 min |
| Medicare (Original) | 38 | 12 min |
| Managed Medicaid | 29 | 11 min |
| Commercial | 21 | 8 min |
| Tricare / VA | 5 | 14 min |
📄 EOB
📋 HCFA 1500
💾 ERA 835
🪪 Ins. Card
EOB Document
Uploaded by provider — click fields in extracted panel to highlight source location
EXPLANATION OF BENEFITS
Payer: UnitedHealthcare (Medicare Advantage)
Contract ID: H0169 | BIN: 610097 | PCN: 9999
Member ID: 1AB2CD3EF45
Member: MARGARET T COLLINS
DOB: 03/12/1947 | Age: 78
Group #: 80652 | Seq: 253
Provider: NORTHSHORE SPECIALTY PHARMACY
NPI: 1234567890
Date of Service: 03/10/2026
Rx #: 7845213 | NDC: 00093-5325-01
Drug: Eliquis 5mg #60
Billed: $1,240.00
Allowed: $1,214.80
Sequestration (Adj 253): -$24.30
Plan Paid: $890.50
Member Copay: $300.00
Member Responsibility: $300.00
⚠ Adjustment Code 253 present — Medicare/Medicare Advantage
Payer: UnitedHealthcare (Medicare Advantage)
Contract ID: H0169 | BIN: 610097 | PCN: 9999
Member ID: 1AB2CD3EF45
Member: MARGARET T COLLINS
DOB: 03/12/1947 | Age: 78
Group #: 80652 | Seq: 253
Provider: NORTHSHORE SPECIALTY PHARMACY
NPI: 1234567890
Date of Service: 03/10/2026
Rx #: 7845213 | NDC: 00093-5325-01
Drug: Eliquis 5mg #60
Billed: $1,240.00
Allowed: $1,214.80
Sequestration (Adj 253): -$24.30
Plan Paid: $890.50
Member Copay: $300.00
Member Responsibility: $300.00
⚠ Adjustment Code 253 present — Medicare/Medicare Advantage
🤖 AI Observations
🔵
Medicare/Medicare Advantage Patient — Age 78, Member ID pattern 1AB2CD3EF45 confirms Medicare Advantage. Sequestration Adj. Code 253 present on EOB. RxPCN: 9999 matches UHC Medicare Part D (BIN 610097). M3P/MPPP BIN confirmed.
Sequestration Applied: $24.30 reduction (Adj 253) per Medicare Advantage rules — confirm plan paid amount reflects 2% sequestration reduction from $914.80 → $890.50.
UHC Contract ID H0169 found in Part D reference. PCN 9999, BIN 610097 — consistent with M3P MPPP enrollment. Verify M3P payment spread if applicable.
AI-Assisted Intake — Case C-2026-0084
Review extracted fields, confirm accuracy, then submit. Highlighted fields need attention.
⚕ Medicare Advantage
Overall: 94% Conf.
📑 AI Extracted Data From EOB + HCFA + ERA + Card
Patient Information
Patient Name 99%
Margaret T. Collins
Date of Birth 99%
03/12/1947
Age 99%
78 yrs — ⚠️ Medicare-eligible age
Address 97%
847 N. Elm St, Palatine IL 60074
Insurance / Payer
Payer 99%
UnitedHealthcare
Plan Type 99%
Medicare Advantage (Part C)
Contract ID 98%
H0169
Member ID 98%
1AB2CD3EF45
Group Number 96%
80652
RxBIN / PCN 99%
610097 / 9999
Claim / Service
Date of Service 99%
03/10/2026
Provider NPI 98%
1234567890
Rx Number 99%
7845213
NDC 97%
00093-5325-01
Drug / Service 98%
Eliquis 5mg #60
Diagnosis Code 96%
Z79.01
Financial
Billed Amount 99%
$1,240.00
Allowed Amount 98%
$1,214.80
Sequestration (Adj 253) 97%
-$24.30 ⚠️ Confirm matches 2% calc
Plan Paid 88%
$890.50 ⚠️ Verify after sequestration
Member Copay / Responsibility 97%
$300.00
Adjustment Codes 98%
CO-253, PR-3, CO-45
📝 Intake Form Auto-filled — review & confirm
Patient Information
Patient Name
Date of Birth
Address
Insurance / Payer
Payer
Plan Type
Contract ID
Member ID
Group Number
RxBIN / PCN
Claim / Service
Date of Service
Provider / NPI
Rx Number
NDC
Drug / Service Description
Diagnosis Code(s)
Financial
Billed Amount
Allowed Amount
Sequestration Adj. (253)
Plan Paid
Member Copay / Responsibility
Adjustment Codes
Reviewer Notes