Adding Attendees

Depending on how the expense types are set up, attendees may be required or optional. After filling in the expense details, you will need to access the attendees screen.

• 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 open the Attendee tab and allow you to add attendees to the expense.

Adding Attendees

Keying in an attendee

• 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.

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.
  
  

Adding Multiple 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.
• To select multiple attendees from a single search result simply check multiple check-boxes, left of attendee name or select the  Single Attendee Icon on the right side of attendee row to add only one the the "Selected" tab. The "Selected" tab will show up once you click on the  Attendee icon.
• If multiple check-boxes are selected, click the  Multiple Attendee Icon at top left of search grid to add all checked attendees to the "Selected" tab.
  
• Once all need attendees are added to "Selected" tab click on Apply To Report.

• To confirm click Yes.
• To re-distribute all attendee amounts evenly, including existing attendees amounts, select Yes or to update amounts manually select No. (Note: this will only be the case when amounts per attendee are required)
• Repeat until all attendees are added.
• Click Apply Changes when done.

Adding an Attendee Group 

• Click  Add
• Fill in the fields that are required. This could include the Name, Title, Company, Notes, and or Amount.
• In the Group field and enter the number of attendees in the group.
  
• If amount is enabled and is to be distributed evenly between all group members and attendees select Distribute Evenly, else enter amounts manually.
• Click Apply Changes when done.