JJ Part A Credit Balance Report

Note: 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.

This application provides the status of your quarterly Credit Balance Report (CMS-838). Please enter your 6- digit PTAN (not NPI) and the calendar quarter end for the Credit Balance Report you are inquiring about and click Search. This tool will provide you with the DCN (Document Control Number) reference, the Received Date, Status of Acceptance, and if applicable, reason for rejection.

NOTE: This information is only available for reports received in the prior 4 to 6 months.

 
 
DCN Status Received Date Comments