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