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Electronic Death RegistrationIn California
T R A I N I N G S E S S I O N L R D
2 0 0 7_07.01
2 T R A I N I N G S E S S I O N L R D
DCDeath Certificate
VS-11e VS-9e
DP Disposition Permit
3 T R A I N I N G S E S S I O N L R D
PI Personal Info
MI Medical Info
CI Coroner Info
VS-11e
4 T R A I N I N G S E S S I O N L R D
Icons
• Search Lists• State/Foreign Country• Hispanic• Race• Occupation• Kind of Industry• Embalmers• Funeral Homes• Medical Facilities• Physicians (MDs & DOs)
Field Sensitive Help
Select Date
Remote Attestation
View PAC Fax image
Listen to Voice
?
5 T R A I N I N G S E S S I O N L R D
TRAINING NOTE:
• When using the Training Environment of EDRS, DO NOT create a Death Certificate of any live person
• Please use Cartoon, TV, Movie or other fictional characters
• Creating a DC of a living person is a violation of privacy
6 T R A I N I N G S E S S I O N L R D
- Last Name- First Name- LRN- SFN- Record Number- Date of Death- Date of Creation- Record Status- Amendment Status- Attestation Status- Coroner Status- MI Review Status
- Last Name- First Name- Date of Death- Attest Status- MI Review Status- Coroner Status- Record Number- Record Status- # of Disp- Amendment Status
SEARCHBY
SORT BYCOLUMN
7 T R A I N I N G S E S S I O N L R D
PERSONALIZE SEARCH FILTERS
• Create a new custom search filter
• Update an existing custom search filter
• Select Filter Name from dropdown list
• Select Manage Search Filters• Enter Filter Name• Check Set as Default, if appropriate• Enter Search Criteria• Save as New
• Select Manage Search Filters• Select Filter Name• Change Search Criteria, Default status, name, etc.• Save
8 T R A I N I N G S E S S I O N L R D
MI REVIEW
• Search for records submitted for MI Review• MI Review = SUBM
• Review Record
• Perform manual review and edits of MI• Check Causes of Death• Record Options > Print Working Copy
• MI Review• Record Options > MI Review• Select ACCEPT or NOT ACCEPT
• If NOT ACCEPT• Enter reason for not accepting
9 T R A I N I N G S E S S I O N L R D
REVIEW SUBMITTED DC
• Search for Records Submitted for Local Registration
• Review Decedent Folder
• Validations
DC STEP 1
• Record Status = SUBM LR
• Record Options > Decedent Folder• Check MI review status & other statuses
• Validate PI, MI, CI• Manual review & edits of DC• Review RA - Fax Image or Voice recordings• Record Options > View Working Copy
10 T R A I N I N G S E S S I O N L R D
REVIEW PERMIT
• View Permit
• Register Death Certificate
DC STEP 2
• Permit Option > Find Permit• View Permit(s)• Manual review & edits of DP• Permit Option > Print Working Copy• Permit Option > View Record DC
• If accept, go to STEP 3A• If reject, go to STEP 3B
11 T R A I N I N G S E S S I O N L R D
REGISTER DC
• Register Death Certificate• Record Options > Register Local• Select Option Register
• Issue Permit(s)• Permit Option > Find Permit• View Permit• Permit Option > Issue
• Optional: Print color copy 4 for internal records• Permit Option > Print Official Copy
• Issue Certified Copies• Permit Option > View Record DC• Record Options > Print Official Copy (official paper, 100%)• Using Official Copy, follow normal process to print Certified Copies on Bank
Note Paper
DC STEP 3A
12 T R A I N I N G S E S S I O N L R D
REJECT DC
• Reject Death Certificate
• Unlock appropriate section
DC STEP 3B
• Record Options > Register Local• Select Option Reject• Enter reason for Rejection
• Unlock appropriate section: PI, MI, CI as appropriate. If rejecting only for DP, unlock the PI.
13 T R A I N I N G S E S S I O N L R D
Death Certificate VS-11e
DEMO REGISTRAR, MD MPH
DEMO PHYSICIAN MD
14 T R A I N I N G S E S S I O N L R D
NON 100% EDRS DOCUMENTS
IMPORTANTPaper or Paper Hybrid Death Certificates
Paper or Paper Hybrid Amendments
Additional Steps Required
15 T R A I N I N G S E S S I O N L R D
CAUTIONS WHEN PRINTING!
• For DCs, use only Official DC Paper supplied by the State (worksheet on back, blank on front)
• For Amendments, use only Official Amendment Paper supplied by the State
(blank on front & back)
• Print correct orientation (top of DC is top of worksheet)
• Print 100% size
• Print Page Scaling = NONE
• Black & White only
16 T R A I N I N G S E S S I O N L R D
STATE WILL REJECT — DO NOT ACCEPT
• DCs not printed on Official DC Paper (blank on front, worksheet on back)
• DCs not printed in correct orientation (top of DC is top of worksheet)
• DCs not printed 100% size
• DCs not printed Page Scaling = NONE
• DCs printed in color
• Amendments not printed on Official Amendment Paper (blank front & back)
• Amendments not printed 100% size
• Amendments not printed Page Scaling = NONE
• Amendments printed in color
17 T R A I N I N G S E S S I O N L R D
SUBMITTED DTP DC• Confirm Correct Printing
• Confirm Printed Black & White only (no color)• Confirm Printed 100% size• Confirm Printed correct orientation• Confirm Printed on correct Official Paper
• Search for Record• Record Number printed to right of barcode
• Review Decedent Folder• Record Options > Decedent Folder• Paper status = DTP (Drop to Paper)
• Validations• Record Options > Validate PI, MI, CI• Manual review & edits of DC• Confirm Paper = Electronic (Record Options > View Working Copy)• Enter SV in field 115• Enter License # & date if written on DC in fields 116 & 117 respectively
DTP STEP 1
18 T R A I N I N G S E S S I O N L R D
REVIEW PERMIT
• View Permit• Permit Options > Find Permit• View Permit(s)• Manual review & edits of DP• Permit Option > Print Working Copy• Permit Option > View Record DC
• Register Death Certificate• If accept, go to STEP 3A• If reject, go to STEP 3B
DTP STEP 2
19 T R A I N I N G S E S S I O N L R D
REGISTER DTP DC• Register Death Certificate
• Record Options > Register Paper DC• Select Option Register
• Print Local Registrar Info• Confirm Printer Settings (Page Scaling = NONE, 100%)• Confirm correct orientation of DC in printer• Print
• Issue Permit(s)• Permit Option > Find Permit• View Permit• Permit Option > Issue
• Optional: Print color copy 4 for internal records• Permit Option > Print Official Copy
• Issue Certified Copies• Using signed DTP, follow normal process to print Certified Copies on Bank
Note Paper
DTP STEP 3A
20 T R A I N I N G S E S S I O N L R D
REJECT DTP DC
• Reject Death Certificate• Record Options > Register Paper DC• Select Option Reject• Enter reason for Rejection
• Abandon Death Certificate• Record Options > Abandon
DTP STEP 3B
21 T R A I N I N G S E S S I O N L R D
Drop to Paper Death Certificate VS-11e
Demo Physician MD
DEMO REGISTRAR, MD MPH
12345678
22 T R A I N I N G S E S S I O N L R D
SUBMITTED DUAL DC• Confirm Correct Printing
• Confirm 2 stacked numbers printed to right of barcode are exact match• Confirm Printed Black & White only (no color)• Confirm Printed 100% size• Confirm Printed correct orientation• Confirm Printed on correct official Paper
• Search for Record• Record Number printed to right of barcode
• Review Decedent Folder• Record Options > Decedent Folder• Paper status = DUAL (Dual Pass)
• Validations• Record Options > Validate PI, MI, CI• Manual review & edits of DC• Confirm Paper = Electronic (Record Option > View Working Copy)• Enter SV in field 115• Enter License # & date if written on DC in fields 116 & 117 respectively
DUAL STEP 1
23 T R A I N I N G S E S S I O N L R D
REVIEW PERMIT
• View Permit• Permit Option > Find Permit• View Permit(s)• Manual review & edits of DP• Permit Option > Print Working Copy• Permit Option > View Record DC
• Register Death Certificate• If accept, go to STEP 3A• If reject, go to STEP 3B
DUAL STEP 2
24 T R A I N I N G S E S S I O N L R D
REGISTER DUAL DC• Register Death Certificate
• Record Options > Register Paper DC• Select Option Register
• Print Local Registrar Info• Confirm Printer Settings (Page Scaling = NONE, 100%)• Confirm correct orientation of DC in printer• Print
• Issue Permit(s)• Permit Option > Find Permit• View Permit• Permit Option > Issue
• Optional: Print color copy 4 for internal records
• Permit Option > Print Official Copy
• Issue Certified Copies• Using signed DTP, follow normal process to print Certified Copies on Bank
Note Paper
DUAL STEP 3A
25 T R A I N I N G S E S S I O N L R D
REJECT DUAL DC
• Reject Death Certificate• Record Options > Register Paper DC• Select Option Reject• Enter reason for Rejection
• Abandon Death Certificate• Record Options > Abandon
DUAL STEP 3B
26 T R A I N I N G S E S S I O N L R D
Dual Pass Death Certificate
VS-11e
Demo Physician MD
DEMO REGISTRAR, MD MPH
12345678 12345678
27 T R A I N I N G S E S S I O N L R D
ENTERING PAPER DC
• Record Options > Create Record• Enter First Name, Last Name, DOD as it appears on the paper DC• Select Continue
• Enter Information• Enter remaining information as it appears on the paper DC• If Embalmer’s ink signature, enter SV in field 43• If Physician’s ink signature, enter SV in field 115• If ME/Coroner’s ink signature, enter SV in field 126
• Validations• Validation Option > Validate PI, MI, CI• Validation Option > Spell Check M I• Record Options > Print Working Copy• Manual review & edits
PAPER STEP 1
28 T R A I N I N G S E S S I O N L R D
REGISTER PAPER DC
• Register DC• Record Options > Register Paper DC• Select Register option
• Print Local Registrar Info• Record Options > Print Local Registrar Info• Confirm Printer Settings (Page Scaling = NONE, 100%)• Confirm correct orientation of DC in printer• Print
• Issue Certified Copies• Using signed paper DC, follow normal process to print Certified Copies
on Bank Note Paper
PAPER STEP 2A
29 T R A I N I N G S E S S I O N L R D
REJECT PAPER DC
• Reject DC• Process as before (return DC for correction, replacement, etc)
• If record entered in EDRS• Suggest, leave record as INCOMPLETE• When corrected DC is resubmitted, resume entry & registration process.
PAPER STEP 2B
30 T R A I N I N G S E S S I O N L R D
Paper Death Certificate
VS-11
Demo Physician MD
DEMO REGISTRAR, MD MPH
Demo Embalmer
31 T R A I N I N G S E S S I O N L R D
AMENDMENTS
• Amendments that can be registered by LRD• DC Record Status is SUBM SR • Original DC is not yet registered at the state.• No SFN yet.
• Amendments that must be registered by the State
• DC Record Status is REG SR • Original DC is registered at the state.• SFN is assigned
GENERAL AMENDMENT = VS-24LeCORONER AMENDMENT = VS-24Ae
32 T R A I N I N G S E S S I O N L R D
REVIEW 24Le ELECTRONIC SIGNATURES
• Search for Submitted Amendments• Search for Amendment Status = SUBM & Record Status = SUBM SR
• Review General Amendment• Amendment Options > Find Amendment
• View Amendment
• Validations• Manual review & edits
• Validation > Validate
• Amendment Options > Print Working Copy
• OPTIONAL: If Disposition Permit Required, View Permit• Permit Option > Find Permit
• View Permit
• Manual review & edits of DP
• Amendment Options > Find Amendment
24L e-SIG STEP 1
33 T R A I N I N G S E S S I O N L R D
REGISTER 24Le ELECTRONIC SIGNATURES
• Register Amendment• Amendment Options > Register• Select Option Register
• Optional: Issue Permit• Permit Option > Find Permit• View Permit• Permit Option > Issue
• Optional: Print color copy 4 for internal records• Permit Option > Print Official Copy
• Issue Certified Copies• Amendment Options > Find Amendment• Amendment Options > Print Official Copy (official paper, 100%)• Using Official Copy, follow normal process to print Certified Copies on Bank
Note Paper
24L e-SIG STEP 2A
34 T R A I N I N G S E S S I O N L R D
REJECT 24Le ELECTRONIC SIGNATURES (continued)
• Reject Amendment• Amendment Option > Register• Select Option Reject• Enter Reason for Rejection
• Abandon Amendment• Amendment Option > Abandon
24L e-SIG STEP 2B
35 T R A I N I N G S E S S I O N L R D DEMO REGISTRAR MD, PHD
General Amendment
VS 24Lee-signatures
FIRST SIGNATURE
SECOND SIGNATURE
36 T R A I N I N G S E S S I O N L R D
REVIEW 24Le INK SIGNATURE(S)
• Review General Amendment• Amendment Options > Find Amendment• View Amendment
• Validations• Manual review & edits• Validation > Validate• Amendment Options > Print Working Copy
• Enter Signatory’s Information• Amendment Options > Update Signatures• Enter SV for signatures• Enter Signatory’s Information from paper 24L
• OPTIONAL: If Disposition Permit Required, View Permit
• Permit Option > Find Permit• View Permit• Manual review & edits of DP• Amendment Options > Find Amendment
24L ink-SIG STEP 1
37 T R A I N I N G S E S S I O N L R D
REGISTER 24Le INK SIGNATURE(S)
• Register Amendment• Amendment Options > Register Paper Amendment• Select Option Register
• Print Registrar Info• Amendment Options > Print Registrar Info• Confirm Printer Settings (Page Scaling = NONE, 100%)• Confirm correct orientation of Amendment in printer• Print
• Issue Certified Copies• Using signed Amendment, follow normal process to print Certified Copies
on Bank Note Paper
24L ink-SIG STEP 2
38 T R A I N I N G S E S S I O N L R D
REGISTER 24Le INK SIGNATURE(S) (continued)
• Optional: Issue Permit• Permit Option > Find Permit• View Permit• Permit Option > Issue
• Optional: Print color copy 4 for internal records
• Permit Option > Print Official Copy
24L ink-SIG STEP 2
39 T R A I N I N G S E S S I O N L R D
REJECT 24Le INK SIGNATURE(S)
• Reject Amendment• Amendment Options > Register Paper Amendment• Select Option Reject• Enter Reason for Rejection
• Abandon Amendment• Amendment Options > Abandon
24L ink-SIG STEP 2B
40 T R A I N I N G S E S S I O N L R D DEMO REGISTRAR MD, PHD
General Amendment
VS 24Le2 INK-signatures
First Signature
Second Signature
41 T R A I N I N G S E S S I O N L R D DEMO REGISTRAR MD, PHD
General Amendment
VS 24Le1 e-signature
&1 INK-signature
Second Signature
FIRST SIGNATURE
42 T R A I N I N G S E S S I O N L R D
REVIEW SUBMITTED 24Ae• Search for Submitted Amendments
• Search for Amendment Status = SUBM & Record Status = SUBM SR
• Review ME/Coroner Amendment• Amendment Options > Find Amendment• View Amendment
• Validations• Manual review & edits• Validation > Validate• Validation > Spell Check MI• Amendment Options > Print Working Copy
• OPTIONAL: If Disposition Permit Required, View Permit
• Permit Option > Find Permit• View Permit• Manual review & edits of DP• Amendment Options > Find Amendment
24Ae STEP 1
43 T R A I N I N G S E S S I O N L R D
REGISTER 24Ae
• Register Amendment• Amendment Options > Register• Select Option Register
• Optional: Issue Permit• Permit Option > Find Permit• View Permit• Permit Option > Issue
• Optional: Print color copy 4 for internal records
• Permit Option > Print Official Copy
• Issue Certified Copies• Amendment Options > Find Amendment• Amendment Options > Print Official Copy (official paper, 100%)• Using Official Copy, follow normal process to print Certified Copies on
Bank Note Paper
24Ae STEP 2
44 T R A I N I N G S E S S I O N L R D
REJECT 24Ae
• Reject Amendment• Amendment Options > Register• Select Option Reject• Enter Reason for Rejection
• Abandon Amendment• Amendment Options > Abandon
24Ae STEP 2B
45 T R A I N I N G S E S S I O N L R D
DEMO REGISTRAR MD, PHD
ME/CoronerAmendment
VS-24Ae
DEMO CORONER
46 T R A I N I N G S E S S I O N L R D
ENTERING PAPER 24L
• Amendment Options > Create General - Paper• LRD leaves DTN blank • Enter Reason & signatory’s info as it appears on the paper 24L• Enter SV for signatures• Select Continue
• Enter Amended Information• Overwrite original value with the amended value as it appears on the paper 24L
• Validations• Validation > Validate• Amendment Options > Print Working Copy• Manual review & edits
PAPER 24L STEP 1
47 T R A I N I N G S E S S I O N L R D
REGISTER PAPER 24L
• Register 24L• Amendment Options > Register Paper Amendment• Select Register option
• Print Registrar Info• Amendment Options > Print Registrar Info• Confirm Printer Settings (Page Scaling = NONE, 100%)• Confirm correct orientation of Amendment in printer• Print
• Issue Certified Copies• Using signed paper Amendment, follow normal process to print Certified Copies
on Bank Note Paper
PAPER 24L STEP 2A
48 T R A I N I N G S E S S I O N L R D
REJECT PAPER 24L
• Reject Amendment• Process as before
(return Amendment for correction, replacement, etc)
• If record entered in EDRS• Suggest, leave record as INCOMPLETE
• When corrected Amendment is resubmitted, resume entry & registration process.
PAPER 24L STEP 2B
49 T R A I N I N G S E S S I O N L R D
Affidavit to
Amend A Record
Paper
VS 24L
DEMO REGISTRAR, MD MPH
SECOND SIGNATURE
FIRST SIGNATURE
50 T R A I N I N G S E S S I O N L R D
ENTERING PAPER 24A
Physician signing 24A (not ME/Coroner)
• Amendment Options > Create Coroner - Paper• LRD leaves DTN blank • Enter signatory’s info as it appears on the paper 24A• Enter SV for signature• Select Continue
• Enter Amended Information• Overwrite original value with the amended value as it appears on the paper 24A
• Validations• Validation > Validate• Validation > SpellCheck MI• Amendment Options > Print Working Copy• Manual review & edits
PAPER 24A STEP 1
51 T R A I N I N G S E S S I O N L R D
REGISTER PAPER 24A
• Register 24A• Amendment Options > Register Paper Amendment• Select Register option
• Print Registrar Info• Amendment Options > Print Registrar Info• Confirm Printer Settings (Page Scaling = NONE, 100%)• Confirm correct orientation of Amendment in printer• Print
• Issue Certified Copies• Using signed paper Amendment, follow normal process to print Certified
Copies on Bank Note Paper
PAPER 24A STEP 2A
52 T R A I N I N G S E S S I O N L R D
REJECT PAPER 24A
• Reject Amendment• Process as before
(return Amendment for correction, replacement, etc)
• If record entered in EDRS• Suggest, leave record as INCOMPLETE• When corrected Amendment is resubmitted, resume entry & registration
process.
PAPER 24A STEP 2B
53 T R A I N I N G S E S S I O N L R D
Physician/Coroner
Amendment
Paper
VS-24A
DEMO REGISTRAR MD, PHD
Demo Physician MD Demo Physician MD, Attending Physician
54 T R A I N I N G S E S S I O N L R D
REPORTS
• Select Reporting Option
• Enter date range
• Select Report Type
55 T R A I N I N G S E S S I O N L R D
EXPORTS
• Select Reporting Option
• Enter date range
• Select Export Type
Note: This export will display all fields except SFN for all records for the date range plus record status.
Note: Data Specifications documentation is available on-line at http://www.edrs.us
56 T R A I N I N G S E S S I O N L R D
THANK YOUThis completes Training Session LRD