For Educators/Employers: How do I process credential verification in bulk?

21 STEPS

1. Open PTCB.org and click "Login"

2. Type your PTCB Username here

3. Type your PTCB Password here

4. Click Login

5. Hover your cursor over "Reporting"

6. Click on "Bulk Certification Verification"

7. Click "Submit a New Verification"

8. Read these "Helpful Tips" [Note: File format for upload must be in.CSV type]

9. Click "+Upload"

10. Select the .CSV File you wish to upload

11. Click here to open the drop down menu

12. Select the option that matches the fields provided in your .CSV File

13. Click "Submit"

14. The .CSV File will upload and once it is finished, you should see "Verification Complete'

15. Click the "Verification Results" link
[Note: This will download an Excel file]

16. Click "View Verification History" after you have downloaded and viewed the Excel file

17. The Verification Chart will show you all submitted verification requests and can be viewed at a later date, if needed.

[To re-download a verification, click "View" on the right]

18. Click "Educator Dashboard" to return to the homepage

19. Click here to logout

20. Click "Logout"

21. That's it. You're done.

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2228739/How-do-I-process-a-Bulk-Certification-Verification

Next step

Step-by-Step Process for Bulk Credential Verification

1. Log In: Log into your PTCB Account. 
2. Access Reporting:
   • Hover over the “Reporting” link (DO NOT click it).
   • Click Bulk Credential Verification. 
   • Select Submit a New Verification.
     NOTE: Please read the “Helpful Tips” and ensure that your file type is in .CSV format.
3. Upload File:
   • Click the +Upload link. 
   • Choose your .CSV file from the pop-up display and click Upload.
     The input file must be a .csv file containing a series of rows with each one identifying an individual whose certification status is unknown. Some type of unique identifier must be provided in order to match the records in the PTCB Certification database. Here are the current allowable unique identifiers to avoid misidentification:
     • PTCB Certification Number
     • NABP e-Profile ID 
     • First Name, Last Name, Last 4 digits of Social Security Number (SSN)  – PTCB does not store full SSNs for information security purposes.
4. File Size Note: If your file has 1,000 or more entries, split it into smaller files and upload each one separately, or submit a Help Request for additional help.
5. Submit Verification:
   • Once uploaded, select the option from the drop-down menu that matches your .CSV file.
   • Click Submit. (Ex: If your .CSV file contains First Name, Last Name, and Last 4 SSN, select the fourth option in the list.)
6. Download Results: After processing, a new .CSV file will be generated, named according to the following pattern: “Verification_Results_YYYY-MM-DD_HH-MM-SS.” This file will download to your computer (check your Downloads or Documents folder). 
7. View Verification History:
   • Return to your internet browser and click View Verification History to see all bulk credential verifications.
   • To re-download a verification, you can do so from this chart by clicking View on the right hand column. 

Return or Logout: Click Educator Dashboard to return to the homepage, or click Logout when you are finished.

If your organization requires a technological interface for Automated Credential Verification (ex. API),  please submit a Help Request.

22 STEPS

1. Open PTCB.org and click "Login"

2. Type your PTCB Username here

3. Type your PTCB Password here

4. Click "Login"

5. Hover your cursor over "Reporting"

6. Click on "Bulk Certification Verification"

7. Click "Submit a New Verification"

8. Read these "Helpful Tips" [NOTE: File format for upload must be in .CSV type]

9. Click "+Upload"

10. Select the file you wish to upload from the pop-up

11. Click "Upload" once you have selected the proper file

12. Click here to open the drop down menu

13. Select the option that matches the fields provided in your .CSV file

14. Click "Submit"

15. The .CSV file will upload and once it is finished, you should see "Verification Complete"

16. Click the "Verification Results" link [NOTE: This will download an Excel file]

17. To view, double-click the file that was downloaded to your computer. The file should open in Excel and look like this.

18. Click "View Verification History" after you have downloaded and viewed the Excel file

19. The Verification Chart will show you all submitted verification requests and can be viewed at a later date, if needed. [To re-download a verification, click "View" on the right]

20. Click "Educator Dashboard" to return to the homepage

21. Click here to logout

22. Click "Logout"