Patent ID: 8688465

Claim:
A computer-assisted method for electronically assigning an expense of a particular representative among a plurality of representatives with one or more health care providers (â€œHCPsâ€), each HCP being identified within a database, comprising the steps of: providing expense report data to a memory of a machine, the expense report data including a line-item entry having an associated expense amount and an expense date; presenting the line-item entry on a display of the machine; displaying a selection of HCPs that satisfy the criterion of having a call-note entry in the database which corresponds to a visit by the particular representative with the HCP on the expense date; selecting through interaction with a user interface on the machine one HCP from among the selection of HCPs that satisfy the criterion of having the call-note entry in the database which corresponds to the visit with the HCP on the expense date; selectively selecting through further interaction with the user interface another HCP from among the selection of HCPs that satisfy the criterion of having the call-note entry in the database which corresponds to the visit with the HCP on the expense date; automatically allocating the expense amount of the line-item entry into dollar amounts among each selected HCP using a processor of the machine in response to the selection of the another HCP and in response to the deletion of one or more selected HCPs; updating database entries for each selected HCP to include the allocated dollar amounts in said entries and to include a year-to date-spending total allocated to each selected HCP, including in the spending total of expenses allocated to each selected HCP by any of the plurality of representatives, using the processor of the machine; displaying on the display of the machine the year-to-date spending total associated with at least each of the HCPs to which the expense amount of the line-item entry has been allocated; and providing at the machine a status of a particular line-item entry which indicates whether an HCP has been assigned to the expense associated with the particular line item entry.