Unlink/Relink Spreadsheet Template

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

Unlinking and Relinking Guide:

For additional Unlinking and Relinking information or to review how to see if a consumer and provider need to be relinked, the Unlinking and Relinking Guide is a great resource.