Credit Balance Reporting Reminder: Submissions for Quarter Ending 9/30/2024 Start Soon!

CBR submissions can be submitted starting on 10/1/2024 and are due within 30 days to be considered timely. Remember, even if no monies are owed to Medicare for this quarter, you must still complete and submit a certification page with the bottom box checked.

The easiest and fastest way to submit your CBR is through NGSConnex, where you can complete and submit the CBR, including the Certification page, with no need to fax or mail anything to complete the process. Instructions for NGSConnex are located in the NGSConnex User Guide.

FISS/DDE users who submit the 838 detail page directly over the FISS/DDE provider online system must fax the certification page separately to National Government Services.

Please include an email address on the fax cover sheet so that our Overpayment Recovery Unit can contact you if there are questions or issues with your submission. This email address should be one that is for someone who is easily accessible and knowledgeable about your CBR submission. Only those credits, for which the amount due to Medicare has not been recouped through the claim adjustment process as of the last day of the quarter, should be reported on the 838 detail page. Do not submit CDs or diskettes with a CMS-838 detail page.

View the Submit A Quarterly Credit Balance Report page on our website for more information.

Posted 9/13/2024