DME MAC A IVR User Guide – Financial Options
Financial – Option 5
When financial is selected, the IVR will request the following element:
• National Provider Identifier (NPI)
• PTAN (10-digit supplier number)
• Last 5 digits of the Tax Identification Number (TIN)
Once the authentication element has been verified, a submenu will ask if you want Information about:
Offsets (touch-tone 1), Voluntary Refunds (touch-tone 2), or Checks (touch-tone 3).
Note: For overpayments associated with 5 or more claims or Beneficiary Medicare Numbers, providers shall refer to their overpayment letter.
Information about Offsets
When information about offsets is selected, the IVR will request the following element:
• Financial Control Number (FCN)
The IVR will supply the following, if applicable:
• Nine digits of the Beneficiary Medicare number
• Date(s) of service
• Number of claims
• Offset amount
• Advises if offset has been satisfied
For offset navigation options, refer to the following:
Offset Navigation
Voice Touch-Tone Entry
Repeat That 1
Change Offset 2
Voluntary Refund 3
Change PTAN 4
Voluntary RefundsWhen the voluntary refunds option is selected, the IVR will request the following element:
• Check number
The IVR will supply the following, if applicable:
• Check amount
• Check date
• Check status
• Check status date
• DCN check was applied to
• Date applied to DCN
• Amount applied to DCN
For voluntary refund navigation options, refer to the following:
Voluntary Refund Navigation
Voice Touch-Tone EntryRepeat That 1
Change Check Number 2
Change PTAN 3
Checks
When the checks option is selected, the IVR will ask if you want Checks by Date (touch-tone 1) or Last
Three Checks (touch-tone 2).
When the “checks by date” option is selected, the IVR will request the following element:
• Check date
For both check options, the IVR will supply the following, if applicable:
• Total number of checks found
• Issue date
• Check date
• Check amount
• Check number
• Cashed date
• Check status (cashed/cancelled/voided/outstanding)
• Ability to order duplicate remittance
For checks navigation options, refer to the following:
Checks Navigation
Voice Touch-Tone Entry
Repeat That 1
Next Check 2
Previous Check 3
Duplicate Remittance 4
Change Date 5
Change PTAN 6
Main Menu 7