Important Information on Pass-Thru (PT) and Lump Sum Report Requests

Our auditors and reimbursement specialists have noticed a significant increase in requests for Pass-Thru (PT) and Lump Sum reports to be emailed directly to providers.

To clarify, these reports are always included with the cost report reminder letter. According to the CMS Internet Only Manual (IOM), Publication 100-06, Medicare Financial Management Manual, Chapter 8, Section 10.1, these reminder letters are sent out by the last day of the third month following the close of the cost reporting period, ensuring that all necessary documentation is provided well in advance.

Unfortunately, we are unable to fulfill requests to send these reports earlier than scheduled. This policy ensures that all providers receive the information simultaneously and helps maintain the integrity and efficiency of our reporting process. Any request for these reports earlier than scheduled will be directed to this article.

We appreciate your understanding and cooperation. Thank you for your attention to this matter.

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