PA - eVitals EDX Sync and Certify a Case - Step by Step

Modified on 2024/10/04 12:54 by Jericho Johnson — Categorized as: Uncategorized

Administration FAQ Field Forms Menus Messages Reports Tab Utilities

Step by Step - Sync and Certify a Case in eVitals via the EDX Bridge

Your personal PA eVitals Username and Access Token are used to transmit Death Record data from Forensic Filer to the PA eVitals system via the EDX Bridge

Note: When you Sync a Case to eVitals, your eVitals Username, along with your Access Token are encrypted and used to establish the connection to the PA eVitals system. The Death Record details are transmitted from Forensic Filer to the PA eVitals system using your EDX credentials. To ease the use of the EDX Bridge Sync feature, Forensic Filer stores your Username and Access Token in your profile so that you don't have to enter them each time you sync. Also be aware that the PA eVitals system only allows a user to be logged in once at any given time, so if you are logged into the eVitals system and you sync a case from Forensic Filer, your active eVitals session will be terminated, requiring you to login again to Certify the case in eVitals.

Steps To Sync a Death Record from Forensic Filer to the PA eVitals system and Certify the Case:

1. Enter the case into Forensic Filer, being sure to fill in all fields related to the Death Certificate and eVitals

At a minimum, you must include
2. From any tab of the Case Screen in Forensic Filer, click the [Sync to EDX] button at the bottom of the screen

Image

3. As long as your EDX Username and Access Token are valid, the Case will sync and you will see the [EDX CaseID] and Sync Date/Time

Image

4. When the Sync is complete, you will notice the [Case ID] assigned by the eVitals system. You can click on the [Case ID] to see any messages from eVitals regarding missing or incorrect data.

Image

5. Once all data issues are resolved, or will be updated or overridden in eVitals, you will need to login to the eVitals system to review and Certify the Case



6. You can click the [EDX Login] link at the top of the page to open the eVitals login screen

Image

7. Once you are logged into the eVitals system and have opened the Case, you can begin to Verify addresses (if needed) and Certify the Case



8. When the Case is opened, you may review any of the sections to insure the data is correct, as desired.



9. To Verify an address, click the [Verify Address] button on each applicable section

Image

10. To Certify the Case, click on the [Certify] section on the left side



11. Check the [Affirm] check box, then click the [Affirm] to Certify the Case

Image