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Overview:

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.

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

Unlink/Relink Spreadsheet template download:

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

A window will open and it will look like this. Follow the instructions in the yellow box.

Unlink Relink Spreadsheet Template screenshot.png

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.

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