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Inviting Professionals to MedEd Events Using Siebel Medical Handheld


When you have scheduled a MedEd event and have decided what sessions will be offered, you can invite health care professionals to attend.

To invite a contact to a MedEd event

  1. Navigate to the MedEd screen.

    The My Med Events screen appears.

  2. From the Show drop-down list, select Invitees.
  3. Tap the New Record button, then in the new row, complete the fields.

    Some of the fields are described in the following table:

    Field
    Comments

    Last Name

    The contact or invitee. Select from the Pick Contact list. The First Name field is automatically populated based on this choice.

    Invitee Status

    Indicates whether the invitee has confirmed attendance, is on a wait list, and so on. Pending is the default value.

    Role

    Describes the selected contact's role at the session. A drop-down list allows you to designate the contact's role in the session.

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