Creating a MedEd Event

The following procedure shows you how to create a MedEd event.

To create a MedEd event

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

  2. In the MedEd Events list, create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field Comments

    Accreditation

    The organization that will be giving Continued Medical Education (CME) credits for attending the event.

    Budget

    The amount of money budgeted for the event.

    CME Credit

    Number of CME (Continued Medical Education) credits that can be earned at the event. For MedEd for Customers, this field appears on the Physician Portal Web site.

    Confirm Date

    Date on which MedEd team members should send any confirmation reminder messages to registered invitees.

    Confirmation

    Indicates whether MedEd team members should send messages to registered invitees prior to the event reminding them to attend and asking them to reconfirm their attendance.

    Created By

    User name for the person who created the MedEd event.

    End

    Date and time that the event ends. Set the time fields before clicking a calendar day. For MedEd for Customers, this field appears on the Physician Portal Web site.

    Fee Required

    Indicates whether the event requires an attendance fee.

    Location

    City and address or venue where the event is to take place. For MedEd for Customers, this field appears on the Physician Portal Web site.

    MedEd ID

    The application automatically creates this alphanumeric value when you create the event.

    MedEd Team

    A group of employees who will be responsible for planning, managing, and carrying out the MedEd event. Event costs can be allocated across team members as well as across product lines. For more information, see Allocating Event Costs Across Team Members.

    Name

    The name of the event. If you are using MedEd with MedEd for Customers, this field appears to selected contacts on your Physician Portal Web site.

    Objective

    The overall goal for the people attending the event. For MedEd for Customers, this field appears on the Physician Portal Web site.

    Products

    One or more products targeted for discussion at the event.Event costs can be allocated across products. For more information, see Allocating Event Costs Across Product Lines.

    Registration Fee

    The amount of any fee required for attending the event.

    Start

    Date and time that the event starts. Set the time fields before clicking a calendar day. For MedEd for Customers, this field appears on the Physician Portal Web site.

    Status

    Indicates whether the event is active, cancelled, completed, in progress, inactive, or planned. For MedEd for Customers, this field appears on the Physician Portal Web site.

    Note: When the status is Completed, the event and its children records—such as Invitees, Sessions, Material, Activities, and Activity Plan—are locked. If the event status needs to be changed, the administrator can make changes in Data Administration screen, then the MedEd Event Details.

    Type

    The category of medical education event being offered. For MedEd for Customers, this field appears on the Physician Portal Web site.

  3. In the MedEd Team field, click the multiple select button.

    All available team members appear in the Event Team dialog box.