Unlink requests should be sent one at a time in most situations. This ensures an efficient workflow and decreases duplicate work for local office staff and the PTC Support Team.
If a consumer or provider needs to be unlinked from multiple providers or consumers at once, please send those all at one time either in one email message or in a spreadsheet
When should you use an Unlink/Relink Spreadsheet template:
Please only use a spreadsheet to send unlink requests if:
Your office has high volumes of daily unlinks and it is impractical to send individual emails; or
You use the spreadsheet for small numbers of requests at a time (i.e., approximately five or fewer) and have ensured the requests are needed.
Please send spreadsheets, if needed, daily and DO NOT save several weeks of requests to be sent at once
