The document provides instructions for entering target population and benefit plan information into the AlphaMCS system. It outlines the steps to search for existing benefit plans, submit client update requests to correct incorrect plans, and submit new enrollment requests for recipients. Providers are responsible for ensuring recipients are enrolled in the correct benefit plan based on their level of need. The document guides users through the online portals and forms to add, update, and submit the required recipient and benefit plan information.

1. Entering Target Population
Information Into AlphaMCS

2. Target Population Information
• Target Populations (Benefit Plans) must always be documented on all
enrollments of recipients of State-funded services.
• Providers must determine the specific Benefit Plan for the recipient according
to the criteria of the NC Division of Mental Health, Developmental Disabilities,
and Substance Abuse Services (Division of MHDDSAS). Each Benefit Plan is
based on diagnostic and other indicators of the recipient’s level of need.
• Providers are responsible for ensuring that each recipient is enrolled in the
Benefit Plan that is consistent with the service they are receiving.
• Prior to adding or updating a Benefit Plan for a recipient, the provider should
always search AlphaMCS for all Benefit Plans the recipient is enrolled in,
including those enrolled in by other providers.

3. Log in to the
AlphaMCS | Portal Login Page.
Search All Benefit Plans

4. Click the
“Client Update”
module.
Search All Benefit Plans

5. Click the
“Filter”
button.
Search All Benefit Plans

6. • Enter the
recipient’s first
and last name
and date of
birth.
• Then click
“Search.”
Search All Benefit Plans

7. • Click on the
arrow to
expand the
consumer
banner.
• Click “View.”
Search All Benefit Plans

8. Click
“Additional Clinical Information.”
Search All
Benefit Plans

9. • Scroll to the section titled
“NCTracks Benefits Based
on Provider” to see all
Benefit Plans.
• Review the Benefit Plans in
that section and ensure that
the recipient qualifies for all
the Benefit Plans that are
currently effective.
Search All Benefit Plans

10. • If the correct Benefit Plan is not listed,
or an incorrect Benefit Plan is listed
and the effective dates are current,
the provider must request correction
via a Client Update Request.
• Note: The provider can note
this in the comment section
of the update request.
• Example: A recipient was
enrolled as ASWOM six months
ago by another provider, but the
recipient no longer meets the
criteria for that Benefit Plan.
Search All Benefit Plans

11. • To start a Client
Update Request,
return to the
“Client Update”
module.
• Click “Create.”
Client Update Request

12. Click “Search.”
Client Update Request

13. • Enter the recipient’s
first and last name
and date of birth.
• Click “Search.”
• Select the recipient and
click “Select Patient.”
• The system will
pre-populate the
Client Update
Request (CUR).
Client Update Request

14. • Complete and/or update all the
required fields on the CUR.
• Click “Save” at the bottom of the form.
• A message will pop up letting you
know it has been saved successfully.
• Click “Go to Clinical page.”
Client Update Request

15. • In the NCTracks Benefit Plans
section, click the “+Add” button.
• Enter the appropriate Benefit
Plan information, select an
effective date and end date,
and click “Save.”
• Repeat the previous two steps
for any additional Benefit Plans.
Client Update Request

16. Once Benefit Plan(s) and other
relevant information have been added,
click “close” to return to the previous
Client Update Request screen.
Client Update Request

17. • Once you have returned to the
previous screen, click “Submit,”
• Click “Yes, Submit” when prompted.
Client Update Request

18. • If the recipient is
new or needs to be
re-enrolled, you
must submit an
Enrollment Request.
• To start, hover your
cursor over the
Patient module and
click “Enrollments.”
Enrollment Request

19. In Enrollments,
click the
“Create” button.
Enrollment Request

20. • Enter the recipient’s
first and last name
and date of birth.
• Click “Search.”
• Note: You cannot click
“Create New Enrollment”
without searching first.
Enrollment Request

21. • If the recipient is in
the system, select
the recipient and click
“Create New Enrollment.”
The system will
pre-populate the
Enrollment Request.
• If the recipient is not
in the system, click
“Create New Enrollment.”
Enrollment Request

22. • Complete and/or update all
the required fields on the
Enrollment Request.
• Click “Save” at the bottom of
the form.
• A message will pop up letting
you know it has been saved
successfully.
• Click “Go to Clinical page.”
Enrollment Request

23. • In the NCTracks Benefit
Plans section click the
“+Add” button.
• Enter the appropriate Benefit
Plan information and select
an effective date and end
date and click “Save.”
• Repeat the previous two
steps for any additional
Benefit Plans.
Enrollment Request

24. • Once Benefit Plan(s) and other
relevant information have been
added, click “Close” to return to the
previous Enrollment Request screen.
• Note: A Principal Diagnosis is also
required when submitting an
enrollment.
Enrollment Request

25. • Once you have returned to
the previous screen click
“Submit.”
• Click “Yes, Submit” when
prompted.
Enrollment Request