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Credit Balance Report Reminder: Due Date Approaching

For the quarter ending 12/31/2023, CBRs can be submitted starting 1/1/2024 and must be submitted within 30 days to be considered timely.

The easiest and fastest way to submit your CBR is through NGSConnex, where you can complete the Credit Balance Report, including the Certification page directly through NGSConnex 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.

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.

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

Posted 1/23/2024