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.