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