myCGS

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Credit Balance

A Medicare Credit Balance is an amount determined to be refundable to the Medicare program for an improper or excess payment made to a provider because of patient billing or claims processing errors. Each HHH and Part A provider must submit a quarterly Credit Balance Report (Form CMS-838). To ensure timely receipt and processing, myCGS is the preferred method of submission.

The form is located under the Financial Forms sub-tab.

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  1. Select 'CMS 838 Credit Balance' from the "Select a Form" drop down menu. The myCGS Credit Balance form will display.
  2. The top of the 'Provider Information' section will auto-populate. Select the quarter end date from the drop-down menu.

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  3. Check one item from the list: "Qualify as a Low Utilization Provider"; "The Credit Balance Report Detail Page(s) is attached"; or "There are no Medicare credit balances to report for this quarter (No Detail Page(s) attached)."
  4. In the 'Attachments' section, attach up to 10 documents in a PDF format (each up to 40MB in size, not to exceed a total of 150MBs). NOTE: CMS regulations prevent CGS from accepting electronic signatures; therefore, the first attachment must be the signed CMS-838 Credit Balance form.

See "Submitting a Form" below for next step.

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