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The Unlink/Relink Spreadsheet template is used to request unlinks and relinks from the PTC Support Team.

This ensures that the unlink and relink data is being tracked correctly by the PTC Support Team

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Please DOWNLOAD the attachment to use the Excel file. Selecting preview will not let you use the file.

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Unlink

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Relink: When a provider starts working for a consumer again after they were previously unlinked, the PTC Support Team must relink the consumer/provider pair before the provider can claim time/mileage again. Relink requests must be sent by the local office when a relink is needed. The local office should request the relink BEFORE new vouchers are created. If vouchers have already been created when a relink is needed, the local office must inform the PTC Support Team that a relink is needed AND that the vouchers were already created. 

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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

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

Unlink/Relink Spreadsheet template download:

Click link below to download the Unlink/Relink Spreadsheet template.

View file
nameUnlink Relink Template.xlsx

How to check if a consumer and provider need to be relinked:

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To review how to see if a consumer and provider need to be relinked, see:

View file
nameStaff- Unlinking and Relinking Guide.pdf

Please DOWNLOAD the attachment to use the Excel file. Selecting preview will not let you use the file.

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