**Please note - ID Verification is used to send a photo of the decedent to the family for identification. It is absolutely critical to make sure the photo is one showing respect and dignity of the family's loved one. Please take this into serious consideration before sending a photo to the family for ID Verification. Should you send a photo to an incorrect address or send the wrong photo to a family member, click here for instructions to delete and resend.
Video tutorial:
How-to Steps:
In the case, navigate to the Forms tab. Scroll down to the ID verification section and click on Send:
Step 1
On the Send ID verification request page, you can click on the dropdown under Recipient to select the informant or an NOK from Case Details or you can just fill in the fields with the necessary information. Once the required fields are complete (Email is all that is required, but we suggest completing the name fields and selecting a relationship), click on Next in the lower right corner to continue (the button will be available to click once all required fields are complete):
**CRITICAL - please ensure the email address is correct. Once you send this, the email cannot be rescinded. If you realize you've made a mistake with the photo or email address, click here to walk through steps to delete what you've sent and send the correct information.
Step 2
To upload a photo, either click on the box to upload a photo from your computer or drag the image from Finder (Mac) or File Explorer (Windows):
Once the photo has been uploaded successfully, the Next button will be available. Once you confirm that the photo is correct and acceptable, click Next in the lower right corner:
Step 3
Step 3 displays the email template that will be sent to the recipient. Currently, we have a default in place, but if you want to adjust it in any way and make it more personal per case, you have that capability prior to sending it. Please keep in mind that bracketed fields will auto-populate based on what is in the Case Details, so it's not necessary to change those. In order to see what the email will look like prior to sending it, click on the Preview email button:
If the email looks acceptable, click on the Close button in the lower right corner to go back to the previous screen:
If you feel everything is correct - recipient's email address and the photo of the deceased - hit the Send button in the lower right corner. **Reminder - once the email is sent, it cannot be rescinded.
After the ID Verification has been sent, if you realize the wrong photo was sent or the wrong email was used, you do have the ability to delete it (this will break the link in the email that was sent to the recipient). Under the ID verification section in the Forms tab of the case, click on the Actions button to the right and select Delete:
After you've deleted it, simply start the process again to send another photo.
On the Recipient's End
The email received by the family will contain a link to open the photo and identify their loved one:
Clicking on that link will start the process of identification. A brief disclaimer will be shown and the family will then click on the Start identification button:
In order to proceed, they will be required to check a box confirming that they have authority to identify the decedent. Once they check the box, they can hit the Next button in the lower right corner to proceed:
On the next screen, they will have to identify the decedent by clicking one of the buttons below the photo:
If they confirm that it is NOT the decedent, they will receive a message stating that their loved one has not been identified:
The Case Manager will also receive an email notification alerting them that the decedent was not identified:
Back in the dashboard within the case and under the Forms tab, you will see the status of the ID verification with an option to View audit. If the loved one was unsuccessfully identified, you will have the option to send another photo by clicking on Send:
Select the recipient again (or fill out the contact fields) and hit Next:
The process is identical to when you initially selected and sent the photo so you'll upload the correct photo and hit Next, then hit Send on Step 3 after reviewing the email:
Back in the Forms tab in the case and under ID verification, you will now see the new submission:
Same as before, the recipient will receive an email with a link to complete the ID Verification. When the family positively identifies their loved one, they will receive this confirmation after submission:
And you will be able to see a status of successfully identified in ID verification:
Along with an option to View audit and download the audit form associated with that identification:
Deleting a Sent ID Verification
After the ID Verification has been sent, if you realize the wrong photo was sent or the wrong email was used, you do have the ability to delete it (this will break the link in the email that was sent to the recipient). Under the ID verification section in the Forms tab of the case, click on the Actions button to the right and select Delete:
Once it's been deleted, simply start the steps over to send a new photo for ID verification.
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