Inviting a Contact to a MedEd Event

The following procedure shows you how to invite a contact to a MedEd event.

To invite a contact or an employee to a MedEd event

1. Navigate to the MedEd screen, then the MedEd Events view.

2. In the MedEd Events list, drill down on an event.

3. Click the Invitees tab.

4. In the Contacts list, create a new record and complete the necessary fields.

   1. In the Role field, select the value that best describes each individual’s role at the session.

   2. In the Comments field, enter any additional information.

      As soon as you leave the current record, information about the selected session becomes available to the designated invitee at the Physician Portal Web site.

      Note: When the event status is Completed, the event and its children records—such as Invitees, Sessions, Material, Activities, and Activity Plan—are locked and become read-only lists.