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Creating a new Death Receipt

by | Mar 26, 2018 | Vital Records | 0 comments

Lauren Malone

This will guide you through creating a new Death Receipt transaction and payment.

Creating a New Death Receipt

Creating a New Death Receipt;1. Click The New icon to create a new Death Receipt.

1. Click The New icon to create a new Death Receipt.

Complete the Death Receipt

Complete the Death Receipt;1. PatTrac will populate the current date 2. Add the Requestor information 3. Use Misc. Charges to track other fees 4. Fields in the top right column will auto-populate upon saving the Death Receipt. 5. Click the New icon to add a New Transactions

1. PatTrac will populate the current date

2. Add the Requestor information

3. Use Misc. Charges to track other fees

4. Fields in the top right column will auto-populate upon saving the Death Receipt.

5. Click the New icon to add a New Transactions

Complete the Transaction

Complete the Transaction;1. Enter the Name on the Death Certificate 2. Enter the Death Certificate number 3. Enter the Date of Death 4. Enter the number of First Copies 5. Enter the number of Subsequent Copies if applicable 6. Enter the number of Gratis Copies if applicable 7. Enter the number of Replacement Copies if applicable 8. Enter the number of Plain Paper copies if applicable 9. Cost* will calculate based on the number of copies 10. Add a Note if applicable 11. Click Save & Close to Close the window, or Save & New to add additional transactions. *Cost will calculate based on First Fee and Subsequent Fee defaults entered into Administration > Agency Information, Vital Records Options” width=”788″></p> <p>1. Enter the Name on the Death Certificate</p> <p>2. Enter the Death Certificate number</p> <p>3. Enter the Date of Death</p> <p>4. Enter the number of First Copies</p> <p>5. Enter the number of Subsequent Copies if applicable</p> <p>6. Enter the number of Gratis Copies if applicable</p> <p>7. Enter the number of Replacement Copies if applicable</p> <p>8. Enter the number of Plain Paper copies if applicable</p> <p>9. Cost* will calculate based on the number of copies</p> <p>10. Add a Note if applicable</p> <p>11. Click Save & Close to Close the window, or Save & New to add additional transactions.</p> <p>*Cost will calculate based on First Fee and Subsequent Fee defaults entered into Administration > Agency Information, Vital Records Options</p> <h3>Add the Payment</h3> <p><img decoding=

1.  Click the New icon to add a new Payment

2.  The current date will populate in the Payment date field

3. Enter the Payment amount

4. Enter the Payment Type

5. Enter the Reference # if applicable

6. Enter a Note if applicable

7. The Receipt # will auto-populate after Saving the Payment

8. Click the Save, Save & Close or Save & New button to save the Payment

Save the Death Receipt Transaction

Save the Death Receipt Transaction;1. Click the Save button to Save to complete Death Receipt 2. Click the "Show In Report" button to print the Death Receipt

1. Click the Save button to Save to complete Death Receipt

2. Click the “Show In Report” button to print the Death Receipt