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Click here to go backQuarterly Credit Balance Reports No Longer Required
Quarterly Credit Balance Reports No Longer Required
Starting December 1, 2024, providers aren’t required to submit Credit Balance Reports (PDF) (CMS-838) on a quarterly basis. You’re still required to report self-identified overpayments, but you should only use a Credit Balance Report when they occur.
Click here to view the Credit Balance Reports PDF.
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Sarah McIntosh, President