"Effective December 1, 2024, providers are no longer required to submit Credit Balance Reports (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."
For submissions with reports containing credits, please allow 10 business days, before checking status.
1. PTAN - Enter your 6-digit PTAN number.
2. Quarter end date - Select or key in the quarter END date in using MM/DD/YYYY format.
3. Click Search.
Each result will provide:
Plan (Part A or B)
Total credit balance amount
Received date
Status (open or closed)
Click Clear to conduct a new search.
If no results are found, please review your submission for errors. Make any corrections and refax your submission to 410-891-5230. If you are still unable to find results, please contact creditbalanceinquiries@novitas-solutions.com
Proceed with your Credit Balance status inquiry.
Note: This tool will open in a new window.