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Table of Contents
- Introduction. 2
- Troubleshooting. 2
- Request transfer of a consumer to a new branch. 3
- Unlock an account 3account
- Request a fob for a consumer. 3
- Request a fob replacement 4
- Request a new staff account 4
- Change staff roles or permissions. 4
- New Consumer Employer Representative (CER) account needed. 5
- New provider/consumer accounts needed. 5
- Request a custom report 6
- Request a change in the recipient list of the changed email/phone report 6
- Request for information. 6
- Unlinking a consumer and provider. 7
- Relinking a consumer and provider in OR PTC DCI 7
- Changing a consumer from one program to another. 7
- Request materials in braille. 8
1. Introduction
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