Credit Balance Reports
Due 30 days after the end of each fiscal quarter
Report over-payments from Medicare
No payments will be made if you do not complete this
report
CMS billing audit reports
CMS may ask for 25 patients specific billing for a date of
service and the office notes to support the billing.
An adjudicator reviews and decides if the service was a
medical necessity.
Monies can be taken back by Medicare. There is an
appeal process through the adjudicator.
Gathering important information
Start by helping the person you’re caring for gather this information so it’s
available when you need it:
• Social Security Number
• Medicare number (You can find this on his or her red, white, and blue
Medicare card.)
• Medicare plan enrollment (See pages 13–14 for information on how to
check his or her current coverage.)
• Other insurance plans and policy numbers, including long-term care
insurance
• Contact information for health care providers, like doctors, nurses,
hospitals, pharmacies, and medical suppliers
• List of current prescription drugs and dosages
• Current health conditions, symptoms, and treatments
• History of past health problems
• Allergies or food restrictions
• Emergency contacts, like close friends, family, neighbors, clergy, or
housing manager
• Financial and legal information
Next steps
For help keeping track of this information:
• Visit MyMedicare.gov to help the person you’re caring for get
personalized information about his or her Medicare benefits and
services, like plan enrollment, claims, and more. See pages 42–43 for
more information.
