User Guides & Fact Sheets (2024)

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On this page you will find information and resources regarding the NCTracks system, in the form of fact sheets and user guides on a variety of topics.

User Guides

The following User Guides are intended to provide step-by-step instructions to complete a variety of common provider activities. The guides are organized by major topic areas to facilitate ease of use.

Provider Record Maintenance

  • How to Add or Update Accreditation on the provider profile in NCTracks (PDF, 1709 KB)
  • How to Affiliate an Individual Provider Record to a Group-Organization in NCTracks (PDF, 1214 KB)
  • How to Manage Your NCTracks Addresses (PDF, 1630 KB)
  • How to select a Billing Agent and Other Claims Submission Options in NCTracks (PDF, 1574 KB)
  • How to Enroll, Update or Terminate CCNC/CA Managed Care Plans (PDF, 1666 KB)
  • NC Health Information Exchange (HIE) Network Status and Hardship (1, 1267 KB)
  • Provider Multi-Factor Authentication (MFA) Registration Process (PDF, 1160 KB)
  • How to Change the Services Offered on the NCTracks Provider Record (PDF, 1399 KB)
  • Adding a Service Location and Affiliating an Individual Provider Record to a Group/Organization in NCTracks Job Aid (PDF, 1266 KB)
  • How to Add or Update Electronic Funds (EFT) Information in NCTracks Job Aid (PDF, 1397 KB)
  • How to Access Historically Underutilized Providers (HUP) Page (PDF, 957 KB)

Enrollment and Re-verification

  • How to Complete Re-verification in NCTracks (1, 2717 KB)
  • How to Enroll in North Carolina Medicaid as an Individual Practitioner (PDF, 4034 KB)
  • How to Enroll in North Carolina Medicaid as an Organization (PDF, 6464 KB)
  • How to Submit a Medicare Lite Enrollment Application (PDF, 2134 KB)
  • How to Enroll in Human Service Organization (PDF, 2794 KB)
  • Enrollment Specialists Participant User Guide (PDF, 4559 KB)
  • Provider Web Portal Applications Participant User Guide (PDF, 7565 KB)
  • Out-of-State Participant User Guide (PDF, 3500 KB)
  • Ordering, Prescribing, and Referring (OPR) Provider Enrollment (Immunizing Pharmacist Providers) Participant User Guide (PDF, 3108 KB)

Prior Approval

  • How To Determine the Status of Pharmacy PAs (PDF, 331 KB)
  • How to Enter a Dental or Orthodontic Prior Approval in NCTracks (PDF, 1099 KB)
  • How to Request Retroactive Approval for LTC (PDF, 89 KB)
  • How to Submit Prior Approval Attachments in NCTracks (PDF, 668 KB)
  • How to Submit a Prior Approval Request for Hearing Aids (PDF, 714 KB)
  • Medication History Request Job Aid (PDF, 395 KB)
  • Prior Approvals Dental and Orthodontic Participant User Guide (PDF, 2620 KB)
  • Recipient Eligibility Verification Participant User Guide (PDF, 1614 KB)
  • Prior Approval Private Duty Nursing Job Aid (PDF, 1365 KB)

Claims Submission

  • How to Add an Attachment to a Claim (3, 555 KB)
  • How to Add Billing and Rendering Provider Taxonomy Information to a Claim - Edit 07011 (PDF, 733 KB)
  • How to Indicate Other Payer Details on a Claim In NCTracks and Batch Submissions (PDF, 678 KB)
  • How to Resolve the Claims Reject Edit 00431 for Community Alternatives Program (CAP) Providers (PDF, 1496 KB)
  • How to Submit Claim Adjustments and Time Limit and Medicare Overrides (PDF, 513 KB)
  • How to Submit Claims with PA Using Local W Codes (PDF, 488 KB)
  • How to Update a Claim in the Pend Status resulting from an Incorrect Billing Location (PDF, 446 KB)
  • Understanding NCCI Edits (PDF, 27 KB)
  • ORH COVID-19 Claim Submission Job Aid (PDF, 715 KB)
  • How to Submit a Pharmacy Claim Participant User Guide (PDF, 2819 KB)
  • How to Submit a Dental Claim Participant User Guide (PDF, 2822 KB)
  • Reporting Hospital Observation Hours Fact Sheet (PDF, 443 KB)

Taxonomy

  • How to View and Update Taxonomy (PDF, 1704 KB)
  • How to Select a Taxonomy Code in NCTracks (PDF, 329 KB)

Financial

  • Document Viewer Guide (PDF, 366 KB)
  • How to Retrieve an NCTracks RA from a Previous Checkwrite (PDF, 587 KB)

Fact Sheets

Below are various fact sheets to use as quick and easy references for key topics. Download, print, and post these to refer to in the office.

  • NCTracks Back to Basics (PDF, 448 KB)
  • Features of NCTracks Portal Help System (PDF, 146 KB)
  • NCTracks Ambulance Provider Fact Sheet (PDF, 525 KB)
  • NCTracks Claims Adjudication Fact Sheet (PDF, 674 KB)
  • NCTracks e-Signature Fact Sheet (PDF, 350 KB)
  • NCTracks NCID Fact Sheet (PDF, 354 KB)
  • NCTracks PayPoint Fact Sheet (PDF, 354 KB)
  • NCTracks Prior Approval Fact Sheet (PDF, 292 KB)
  • NCTracks Remittance Advice Fact Sheet (PDF, 617 KB)
  • NCTracks Taxonomy Fact Sheet (PDF, 592 KB)
  • Using the LTC DMA-0100 Form (PDF, 241 KB)
  • NCTracks NEMT Fact Sheet (PDF, 289 KB)
  • Pend for Medical Review Fact Sheet (PDF, 285 KB)
  • Six Tips for Submitting a Pharmacy PA (PDF, 126 KB)
  • NCTracks Tip #1: Adding a Location (PNG, 267 KB)
  • NCTracks Tip #2: Check Twice, Avoid the Price - Double Check Your SSN (PNG, 219 KB)
  • NCTracks Tip #3: Misdirected Faxes (PNG, 219 KB)
  • NCTracks Common Questions: Currently Enrolled Provider Registration vs. Office Administrator Change Process? (PDF, 385 KB)

ZixMail

At certain times, the NCTracks team may need to email files with Protected Health Information (PHI) to providers. To comply with HIPAA regulations regarding privacy and security, those files must be sent encrypted. One of the applications used by NCTracks to encrypt files containing PHI is ZixMail. ZixMail is a freethird party application maintained by ZixCorp.

If you receive a ZixMail email message, go to the ZixMail website andclick on the'Register" button to create a Zix Mail account.

PDF documents on this page require the free Adobe Reader to view and print.

User Guides & Fact Sheets (2024)

FAQs

What should a user guide include? ›

What information do user guides have?
  1. Product description content.
  2. Explanation of product features.
  3. Product installation and setup process.
  4. Product use cases.
  5. Potential product risks and how to solve them.
  6. Frequently Asked Questions (FAQs).
  7. Product demos, video tutorials and walkthroughs.
Dec 29, 2022

Why are user guides important? ›

User guides significantly reduce the need for customer support by providing self-help resources. It reduces the burden on customer support teams when they easily find answers to their questions or troubleshoot issues independently.

What is the difference between user guide and user manual? ›

While user manuals are more comprehensive, providing in-depth technical information and troubleshooting details, user guides are usually more concise, offering step-by-step instructions for users to grasp essential functionalities and navigate a product with ease.

What is the difference between a user guide and a procedure? ›

Procedures may only refer to a subset of the features listed in the user guide, depending upon the individual company's needs. Also, procedures may contain instructions for using more than one software product and describe how employees can integrate multiple software applications to perform their job responsibilities.

Who writes user guides? ›

This is typically done by a technical writer, a professional with the specialized skillset needed in order to develop clear and effective product manuals.

What is user guide template? ›

A user guide is an instructional material accompanying a product, service, or system that aims to assist end users in effectively utilizing it. The purpose of a user guide goes beyond instructing users on the basic operation of a product.

How to create an interactive user guide? ›

10 Steps To Write Interactive User Manuals
  1. Identify Your Audience. First, conduct extensive user research to understand your audience's demographics, preferences, and skill levels. ...
  2. Define The Problem. ...
  3. Choose The Format. ...
  4. Use Clear And Concise Language. ...
  5. Include Visuals. ...
  6. Organize Content. ...
  7. Provide Context. ...
  8. Use Examples.
Apr 1, 2024

What are the characteristics of user guide? ›

Here are five important components of effective user manuals:
  • Procedural steps. This is the main body of the user manual, and most likely involve a problem that can't easily be summarized or explained. ...
  • Content clarity. ...
  • Glossary of terms. ...
  • Table of Contents. ...
  • Precautionary information.
Jul 9, 2018

How does user guide benefit? ›

Benefits of a User Manual for Companies
  1. Empowering Users with Knowledge: ...
  2. Reducing Customer Support Burden: ...
  3. Enhancing Product Safety: ...
  4. Improving User Onboarding: ...
  5. Building Brand Trust and Loyalty: ...
  6. Adapting to Diverse User Needs: ...
  7. Facilitating Troubleshooting and Maintenance: ...
  8. Meeting Regulatory and Compliance Standards:

What is an end user guide? ›

User documentation is a type of technical documentation content created to help end-users understand how to use a product and troubleshoot common issues. End-users refer to customers or users of a product, ie. those who are setting up and using a product on a regular basis.

What should be included in a guide book? ›

Once again here are some important factors at a glance:
  1. Create a distinct headline.
  2. Get straight to the point: What does your guide offer?
  3. Provide sound practical advice using easy-to-understand language.
  4. Motivate readers to share their own experiences.
  5. Provide practical examples.

What does a guide include? ›

A guide might be a leaflet or handbook, giving instructions on a topic or procedure. It is typical for a guide to use subheadings. so that the reader can see the main points at a glance. The order of these headings will depend on the purpose of the guide.

What mandatory information should a user manual include? ›

Such documents cover detailed information about operations, standards & guidelines, troubleshooting guides, functionalities & more. User manuals usually contain step-by-step instructions guiding users through how to use your product and potential troubleshooting in case something goes wrong.

What is a user guide template? ›

A user guide is an instructional material accompanying a product, service, or system that aims to assist end users in effectively utilizing it. The purpose of a user guide goes beyond instructing users on the basic operation of a product.

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