Configuring Keywords for SMS Replies

Keywords are critical to the function of the SMS Replies feature, as they are used to match a reply with the appropriate contact list or automatic appointment reminder.

EXACT can recognise multiple codes as a valid client reply. For example, you could configure EXACT to recognise all of these options as valid for a Confirmation SMS: YES, YIP, Y, YEAH, YAH, OK.

There are Guidelines for using keywords.

To open the Keyword Settings screen, for configuring SMS Replies

The Keyword Settings button becomes active when you select a new or existing template:

Configure-EmailParams13-D1

Click the button to maintain keywords for that particular automatic appointment reminder, and the appropriate template is displayed with keyword management options, as in the example below:

Configure Keywords

For information on creating these templates please refer to the SMS Templates section.

To create Confirmation Keywords for SMS Replies

  1. Click the List button (or press the 'F4' key key) to access the Manage Keywords dialog:

    Configure-EmailParams13-G

  2. Use the two buttons at the lower right of the entry pane to add keywords Add to List button and remove keywords Remove from list button from the Contact List.
  3. To create a New keyword, click the Add to List button button to display the Add Keyword dialog:

    Configure-EmailParams13-I

  4. Click in the entry field, and start typing the new keyword; EXACT will immediately start evaluating what you type. It will compare it to existing keywords and keyword validation rules - as you type, a message is displayed, according to validity

    Keyword is valid:

    Configure-EmailParams13-K

    ...or otherwise (for example A keyword cannot be blank):

    Configure-EmailParams13-J

    Message examples:

    A Keyword cannot be blank
    This is displayed (and the button is inactive) until some valid characters are typed in.

    You have already added that keyword; keywords are case-insensitive
    There is already another active contact list or appointment reminder list using that word. Also, when comparing keywords, EXACT treats upper- and lower-case letters as equivalent. You can change the keyword (if it is less than 25 characters) by adding more letters or numbers to it to make it unique. Alternatively, if the existing keyword is no longer required in the contact or reminder list that uses it, delete it from there, or mark the other list as inactive.

    A Keyword cant contain spaces
    Remove any spaces in the keyword.

    A Keyword can only contain letters and numbers
    You have typed in a non-alphanumeric character; delete it or substitute another character.

  5. Once you have typed a valid keyword, click the button to add it to the list.

    Configure-EmailParams13-L

    Configure-EmailParams13-M

  6. Repeat the above steps to add more words, then click again to return to the Appointment Reminder Reply dialog. The Keywords field will now show the changes you have made to the list of keywords.
  7. Click in the checkbox next to any of the options you wish to apply:

    checkbox,grey-checked Display in Manage Replies list
    This will cause any SMS reply with a valid keyword to be added to the Manage Replies list for viewing (in addition to the auto-confirmation in the Appointment Book).

    ShowConfirmedAppts in SMSReplies

    We do not recommend that you use this option, except for testing or monitoring purposes, as it will create extra work for you.

    Note that per user you can tick the Show Completed checkbox in the above screen to achieve the same display.

    checkbox,grey-checked Show as confirmed in the Appointment Book
    A received keyword will automatically confirm the patients appointment by showing the handset icon in the appointment.
    ConfirmationOfAppt-simple


    checkbox,grey-checked Send patient automatic confirmation of receipt
    An SMS reply will be sent to the patient acknowledging receipt of their SMS. To do this, you will have to click in the Template field, and Use the button to select an existing template set up for this purpose, or create one.

    NOTE: These additional SMSes that incur the standard SMS charges.

    To select a Template for the SMS:

    Configure-EmailParams13-E

To create Cancellation Keywords for SMS Replies

The process for this is the same as for Confirmation Keywords above.

Configure-EmailParams13-H

When the patient replies with a cancellation keyword that matches the reminder SMS template (for example "No"), EXACT automatically removes that appointment from the Appointment Book and it won't be visible under the SMS Replies Tab unless you check the Show completed checkbox.

ShowCompleted-cancellationExample

All cancellations are listed in the Cancels Tab:

(Recommended: enable this tab for the Appointment Book)

CancelsTabExample

If you choose to automatically cancel the appointment in the appointment book, you can also select a Cancellation Reason to be attached to this:

Configure-EmailParams13-R

Or you can Add a New Cancellation reason:

Configure-EmailParams13-S

Tip: Also set up cancellation keywords to be automatically added to the Manage Recalls list so that you can follow up with the patient to make an alternative appointment.

More on this topic...

Guidelines for using Keywords

Managing Keywords for a Contact List

Freeing Up Keywords

Selecting or creating an SMS template

See also...

Configuring SMS Replies

Checklist: Configure SMS Replies

Configure Email and SMS Parameters

Create automated Appointment Reminders

Create automated Appointment Follow-ups

Create automated patient surveys by SMS

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Guidelines for using Keywords