AMA License
Warning: You are using IE 7 or below. You may also be using compatibility mode. Our site was not designed to run in IE 7 or below but you can still continue to use it. To disable compatibility mode - View our Instructions.
  • palmettogba.com
  • eServices Login
  • Events
  • Listserv Signup
  • Contact Us
palmetto gba JJA_CMYK_H.svg
  • News
    Please Wait...
  • Topics
    Please Wait...
  • Topics
    • Basics for Medicare
    • Browse by Facility
    • Browse by Topic
    • CERT
    • CMS News
    • EDI
    • Education
    • eServices Portal
    • Fee Schedules
    • Medical Policies
    • Medical Review
    • Medicare Beneficiary Identifier (MBI)
    • Publications
    • Resources
    • Take Our Satisfaction Survey and See the Results
  • Forms/Tools

    • formspMedicare Forms
    • 277CA Edit Lookup Toolrlaunch340B Drug Program Reimbursement CalculatorrlaunchAcronym/Terminology IndexADR Response CalculatorrlaunchAppeals CalculatorrlaunchAppeals Status ToolrlaunchBasics for MedicarerlaunchCharge Denial Rate CalculatorrlaunchClaims Submission Error HelpCost Report StatusrlaunchCredit Balance Report Status ToolrlaunchDDE Training ModulesEDI Enrollment Instructions Guide ModulerlaunchEDI Online EnrollmentrlaunchEDI System StatusrlaunchEnrollment Application Status LookuprlauncheServices PortalrlaunchFormsFrequently Asked QuestionsIdentify a ProviderInteractive ABNrlaunchInteractive Part A Remittance AdvicerlaunchInteractive UB-04rlaunchIVR Conversion ToolrlaunchMedicare Advantage Plan DirectoryMSP LookuprlaunchOnline ERN (ERA) / Report Restore FormrlaunchOutpatient Prior Authorization Status ToolrlaunchOverpayment Interest CalculatorrlaunchProvider Address Job AidProvider Enrollment Applicationrlaunch
  • Education
    • Education Information Page
        
                                                      search                                            
       
  1. palmettogba.com
  2. JJ Part A
  3. Browse by Topic
  4. Credit Balance Reporting (CMS 838)
plogo

© 2021 Palmetto GBA, LLC

We frequently update our articles to reflect the latest changes and updates to Medicare, and strongly recommend you visit this article at link below to confirm you have the latest version.

Published Date:01/04/2021

Printed Date: 9/22/2015

URL: http://palmgba.com/marlowe/redesign6/article.html


  • Use Palmetto GBA's eServices to Submit Your Quarterly Credit Balance Report
share share share

Related Articles

Are you still using paper to submit your quarterly CMS-838 Credit Balance Report via fax or mail?
You can now submit your quarterly Credit Balance Report and submit a refund electronically via eServices. These features are easily accessible from the Financial Tools tab within eServices.

What’s in it for you?

  • Avoid penalty withholding due to lost mail or faxes not received
  • Immediate confirmation of receipt by Palmetto GBA
  • Assigned a Document Control Number (DCN) that allows you to verify status via eServices
  • Electronically attach PDF file(s) to submit the Credit Balance Report as well as additional documentation with your request. You may also attach the detail page using the Microsoft Excel form available on our website to reduce issues with page size and readability.
  • Use eCheck feature via Palmetto GBA’s eServices to submit any applicable refund electronically
  • Save money on postage
  • No more lengthy mail time
  • No more busy fax signal
If you're ready to take advantage of these benefits, go to www.palmettogba.com/eServices.
Providers are strongly encouraged to submit their Credit Balance Report via Palmetto GBAs eServices. Providers can electronically submit the Credit Balance Report and PDF attachments online.  You may access the form via the Financial Forms sub-tab located under the Financial Tools tab in eServices. Choose the 'CMS-838 Credit Balance' option from the Select a Form dropdown menu. Complete the form and attach the actual Credit Balance Report. 

Once the form is successfully submitted, you will receive an inbox message advising you that the form was received by Palmetto GBA. You will get a second message with the Document Control Number (DCN) when the form has begun processing. You can use the DCN to look up form processing status and view your submitted forms. If a form is submitted over the weekend, the DCN may not be assigned until the next business day. Confirmation of receipt does not indicate acceptance of the report. The Credit Balance Report will still need to be reviewed for acceptability after submission.

An officer or the Administrator of the facility must sign and date attached credit balance reports. To complete the submission process through the portal, the name and title of the person authorized to submit the form on behalf of the provider is required (electronic signature), along with a name and contact phone number.

For more information, please review the Financial Tools Section in the eServices User Manual (PDF, 8.25 MB)

Please see the form link(s) below:
  • Medicare Credit Balance Report Certification Page Form (PDF, 524 KB) 
CMS Regulation References
  • Publication 100-06, Chapter 12 (PDF, 201 KB)

Jump to:


help Was this article helpful?

We value your opinion and want to provide the highest-quality and most relevant Medicare knowledge possible. Please let us know if this article was helpful.

That's great!

We’re glad we could help you today and appreciate your feedback. When you rate our articles as most helpful, we know that we are on the right track for providing you with important news and information.

They can't all be winners right?

We're sorry this article didn't help you today. We'll use your feedback to review this article to try to revise or expand it. Contact us with more feedback or a question on this topic.

  • Try these similar articles:
  • Our Search Engine has found:

Last Updated: 01/04/2021

share share share

Contact Palmetto GBA JJ Part A Medicare

Provider Contact Center: 877-567-7271

Email JJ Part A

Contact a specific JJ Part A department


Other Palmetto GBA Sites

Palmetto GBA Home

DMEPOS Competitive Bidding Program

Jurisdiction J Part A MAC

Jurisdiction J Part B MAC

Jurisdiction M Part A MAC

Jurisdiction M Part B MAC

Jurisdiction M Home Health and Hospice MAC

MolDX

National Supplier Clearinghouse MAC

PDAC

RRB Specialty MAC Providers

RRB Specialty MAC Beneficiaries

© 2021 Palmetto GBA, LLC.

Get Adobe Reader

Get ByteScout Free Microsoft Excel Viewer

Privacy Policy

Site Help

Site Map

Site Help

Minimum Requirements

Legal Disclaimer


cms
Click to Chat Now

Contact Us


Page Not Found. Our New Website: https://www.palmettogba.com

We've recently uppgraded our website and it looks you're trying to access an old link. Please select an option below.

Attempt to load this page on new site

Go to Jurisdiction J Part A Home page

Go to Jurisdiction J Part A Contact Us page

This link may not exist on our new site. Please review the information below from our old site. It was current up until 01/04/2021. Please note: It is possible we have removed this information, so please review the new website by clicking on the link above.

View a related article: