Tailored Plan Claims Platform Migration

Effective October 1, 2026, Trillium will transition to a unified claims system for Tailored Plan operations only called iTransact. All Tailored Plan Contracted providers of behavioral health, physical health, and long-term services and supports (LTSS) will submit claims through a single portal.

This adjustment will not affect providers who hold an NC Medicaid Direct or State-funded only contract with Trillium.  

Currently, physical health and LTSS providers who deliver services to Trillium Tailored Plan members submit claims to Carolina Complete Health for payment. Beginning October 1, 2026, all claims for these services must be submitted to Trillium.  This transition will enhance administrative efficiency, transparency, and accountability in claims processing and payment. At this time, the primary change for providers is the way claims will be submitted

Unified Claims System launch Timeline for Providers

A graphic showing the timeline of the Claim unification process

Attention System Administrations, Claims Billing Staff, and All Staff with Access to Current Claims Platforms—Please visit links below to ensure that your organization can continue serving Trillium Tailored Plan members. 

To ensure that your organization can continue serving Trillium Tailored Plan members without any disruption in payment, providers with a Trillium Tailored Plan contract, for physical health, behavioral health or both, will follow the steps below: 

  1. Receive access to MyLearningCampus and complete System Admin Training
  2. Complete the Provider Profile Readiness Form (also accessible through MyLearning Campus) and receive portal access for iTransact
  3. Update clearinghouse information (see below in the Claims block for more information)
  4. Submit updated payment information, including W-9
  5. Sign up for our emails

Providers are encouraged to complete these steps by September 22 in anticipation of the October 1 launch.
 

Onboarding

 Training and IT steps required to access the new unified claims system

Claims:

 Instructions for processing claims and updated forms

Authorizations

 Instructions for processing authorizations

Finance

 Finance forms that require updates 

Appeals & Grievance

The process will remain the same! Complete the online forms:

Information Sessions and Communications

Review presentations from past sessions, register for upcoming webinars, and read email communications

Providers Communications

Sign Up for Providers Communications.

Questions?

Send your question below.
 

Frequently Asked Questions

We will regularly update the FAQ below.

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