Credit Balance Report Reminders

For the quarter ending 6/30/2021, CBRs can be submitted starting 7/1/2021 and must be submitted within 30 days to be considered timely.

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.

The easiest and fastest way to submit your CBR is through NGSConnex, where you can manually enter or upload the CMS-838 details (all 15 columns). Complete a certification page with the middle box checked and all 10 fields of the certification page.

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.

If no monies are owed to Medicare for this quarter, you must still complete and submit a certification page with the bottom box checked to certify that no monies are owed.

Revised 6/29/2021
Posted 6/25/2021