1. Passare Pro
  2. Integrations
  3. Electronic Death Record Integrations

Sync a Case to Pennsylvania EDRS (EDX)

Keep records synced and save time on data entry with Passare's PA EDRS integration.

Before you continue:

  • Be sure you have completed an application and submit it to PA DOH.
  • Complete a training with DOH and Passare representative.
  • Contact us at support@passare.com or (800) 692-5111 to enable the integration.

Sync a case

After entering as much case information as possible, click the PA EDRS Sync in the case sidebar.

sync pa edrs button

You'll notice the EDRS Sync Options window pop up.

If there is already an existing Pennsylvania EDRS Case, enter the EDRS Case ID here to connect it to the Passare case.

Leave blank if this is a new case for both PA EDRS and Passare.


edrs sync options modal

Click Send to EDRS and look for the EDRS Case successfully created message.

edrs case successfully created toast message

Click the image-Jul-28-2020-02-01-14-80-PM icon in Integrations Settings to open EDRS Updates.

In the EDRS Updates window, the image-Jul-28-2020-02-09-11-71-PM icon means you've filled in all the required fields.

The image-Jul-28-2020-02-06-35-74-PM icon means that some required fields are missing. 


Select the image-Jul-28-2020-02-06-35-74-PM icon to view the list of missing fields.

edrs updates modal

If there are fields missing, click the image-Jul-28-2020-02-22-23-76-PM icon in the sidebar to go directly to the DOH website.

Log in using your EDRS credentials.

Search for the case in question.

Ensure that all sections under Personal Information are green.

DOH menu check

Click Validate Page.


Things to note

  • If any fields are changed, you'll need to re-sync the data.
  • Information updated in EDRS will not populate in Passare.
  • Under Integration Settings, hover over the image-Jul-08-2020-03-19-42-38-PM icon to check for the last successful sync.
  • Townships must be entered exactly how they're listed in EDRS.
    Ex. "Abbot Township" cannot be listed as just "Abbot"
    township field

 


Need more information?

 

Need help? Email us at support@passare.com or call (800) 692-5111!