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Sync a Case to the Pennsylvania EDRS 🎬

We're all about streamlining processes and eliminating double entry. We're excited to announce an integration with the Pennsylvania Department of Health's Electronic Death Registration System (EDRS).

 

Don't see the PA EDRS Sync button? Contact us at support@passare.com or call 1-800-692-5111 and we'll get this turned on for you.

Sync a Case:

It's important to fill out as much case information in Passare as possible before syncing to EDRS.

👀 Check out the list of shared fields HERE.

Once the information is entered, Sync.

Sync using button under integration settings

 

You may see the EDRS Sync Options window pop up with addresses EDRS needs additional information on.

Sync options window appears if EDRS needs more information

 

You may have to do this for several addresses!

Next, you may see the Location of Death Facility window if the selected facility in Passare has not been linked to a facility in EDRS.

Toggle Send Data to EDRS ON and choose the EDRS Facility from the drop-down.

Next.

Select facility in Passare to connect to EDRS

 

You'll then be directed to the EDRS sign-in window.

EDRS sign in window

 

Fill in your EDRS username and password > Next.

Then, you'll either enter the EDRS Case ID (if you know it) or select Send to EDRS to create a new case.

If the case already exists in EDRS, be sure to add the Case ID or there will be a duplicate entry.

You'll only see this screen on the initial sync.

Enter your EDRS case ID

 

You'll see a green Record Created message once the case is synced.

Record Created confirmation message will appear

 

Select the calendar icon in the Integrations Settings to review Rule Validations (also known as Requirements).

In the EDRS Updates window, this Yellow triangle icon means that some required fields are missing. 

Select the icon to get the list.

A Green triangle icon means you've filled in all the Required fields.

Green triangle icon appears if required fields have been filled in

 

Next, select the magnifying glass icon in the Integration Settings to go directly to the DOH website.

Log in using your EDRS credentials.

Go to the Death Locate Case and type in the Decedent's Name and Search.

Selecting death locate case button

 

The above screenshot is from the DOH Training environment and for reference purposes only

Select the Decedent's Record.

Next, you'll select Validate Page.

Select validate page

 

Each item under Personal Information should have a Green checkmark next to it.

If there's a Red x mark next to any of the line items, that means information is missing.

Sign.

Check the Affirmations Box.

Select Affirm.

Affirmation screen and select affirm

 

You'll receive an Authentication Successful message.

Authentication successful message

 

This case in EDRS is now complete for the Funeral Director.

Just a Few Notes...

✅ If any of the required fields are changed after the Authentication, you'll need to re-sync the data.

✅ A icon indicates that there is an Amendment. EDRS handles Amendments, and once they're approved, you will see the Green checkmark icon.

hourglass icon appears when there is an amendment

 

✅ Information updated in EDRS will NOT populate in Passare.

✅ Under Integration Settings, you'll see these icons: Hover over this Information icon icon to check for the last successful sync.

information icon and what information shows

 

 

✅ Select this Calendar icon it will take you to view the EDRS Updates.

EDRS updates screen

✅  Select this magnifying glass icon to be taken directly to the Pennsylvania DOH login page.

 

Need More Information?:

 

Need Help? Email us at support@passare.com or call 1-800-692-5111!