...
- If attendees are required, click on the Apply and Go To Attendees button.
- If attendees are optional, click on the Save button and then click on the Attendees tab.
This will access open the Attendee tab and allow you to add attendees to the expense.
...
- Click on Add to add a new line.
- Enter the Name, Title, Company and Notes for the first attendee.
- If the keyed entry matches a previous or shared attendee, the application will automatically list any matching records that you may select from.
- Title, Company and Notes may be required or optional, based on the expense type set up. The fields that are required will be marked with an asterisk *.
- Repeat until all attendees are added.
- Click Apply Changes when done.
...
| Info |
|---|
DATABASICS has the ability to subscribe with to MedPro data feed or DATABASICS NPI Provider Look-up. This allows users to easily populate accurate provider information directly into an expense reports attendee list. |
Adding Single Attendees
- Click
Add - Click the Name field
- Click
Search Icon
- If subscribed to NPI data use the search source NPI Individual Lookup to find a provider, else change the search source to Shared Attendee. (Note: If not subscribed to NPI data please skip the search source step, all data will be pulled from the shared attendee source)
- Enter search criteria and select Search. You may click on Search with no fields filled out to retrieve all records.
- In Search Results list click Select icon on attendee row and the individual will be added to list.
- Repeat until all attendees are added.
- Click Apply Changes when done.
...