Get Tips On Completing A Credit Balance Report (form Cms-838) - Cgs

Completing the Credit Balance Report (Form CMS-838) is essential for Medicare providers to report any refundable amounts due to the Medicare program. This guide provides step-by-step instructions to ensure that you accurately fill out the required form online, minimizing common errors and omissions.

Follow the steps to successfully complete your Credit Balance Report.

1. Click the ‘Get Form’ button to obtain the form and open it for editing.
2. Complete the certification page, ensuring you provide your 6-digit provider number accurately. Remember to submit a separate report for each provider number and include the reporting period in the required date format (month, day, year).
3. Check the appropriate box that corresponds with your report to indicate the reporting status.
4. Provide your contact information at the bottom of the certification page, clearly printing the name and phone number of the person available for inquiries regarding the credit balance report.
5. Begin filling out the detail page by reporting all Medicare credit balances documented in your records, regardless of their occurrence date. Ensure that you complete all required data fields for each credit balance.
6. Specify the type of bill using the 3-digit code according to your claims.
7. Choose the method of payment from the given options, making sure to indicate if a check is being submitted or if a claim adjustment is being made.
8. If indicating 'other reasons' in the reason for Medicare credit balance, provide a clear explanation in the detail fields to assist with processing.
9. Complete the necessary fields on the adjustment UB-04 claim if applicable, ensuring all relevant identifiers are correct.
10. After completing the form, save your changes, then download, print, or share the Credit Balance Report as needed.

Complete your Credit Balance Report online today to ensure timely processing and compliance.