Medicare Credit Balance Report

Medicare requires a quarterly Credit Balance Report, to be completed on form CMS-838 Medicare Credit Balance. 

You can utilize the following Barnestorm report to gather information to complete this form.

1.  Click Accounts Receivable > Reports > 05.09 Selected AR Balances

2.  At the Thru Date = put in the last day of the quarter

3.  At Year/Month = put in the applicable year/month date range

4.  Check the Checkbox Credit Balances Only checkbox

5.  Click Print