Managing Keywords for a Contact List

To manage SMS Replies Keywords for use with a patient contact list

When you have ensured EXACT is configured as in the previous sections, you can manage the keywords as follows:

1. Select 'Manage Contact Lists' from the 'Administration menu.
2. Highlight the contact list you wish to set up SMS Replies keywords for, and click the button in the bottom right-hand corner of the screen.
3. The "Information About Contact List" dialog will open, like the following example:
   
4. In the 'Keywords' field, click on the 'List' button (or press the key) to access the 'Manage Keywords' dialog:
   
5. The two buttons at the lower right of the entry pane are used to add keywords and remove keywords from the Contact List. Click the button to add a new keyword, and the 'Add Keyword' dialog is displayed:
   
6. 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') or otherwise:
   '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 can't 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.
7. Once you have typed a valid keyword, click the button to add it to the list.
8. Repeat steps 5 to 7 above to add more words, then click again to return to the "Information About Contact List" dialog. The Keywords field will now show the changes you have made to the list of keywords.