Managing SMS Reply for Contact Lists

To use SMS Reply templates and keywords with specified Contact Lists of patients

Patient Contact Lists enable a Practice to contact specified lists of Patients by means of a template and keywords, with an option to Use list for appointment booking.

With this appointment option enabled, the SMS Replies procedures are the same as for automated appointment reminders:

• If a Patient receives an SMS from an existing Contact List and replies correctly, EXACT automatically matches the patient to the contact list and the appointment, and confirms or cancels the appointment in the Appointment Book. No user intervention is required.
• However, if a Patient replies with ambiguous keywords (not specified on the Contact List), EXACT cannot match the SMS, so it cannot act upon it. EXACT users need to manually match ambiguous Contact List SMS Replies, to a patient and an active Contact List, and then Confirm Appointment or Cancel Appointment.

Contacts List screen and Contacts List Tab

Contacts Lists can be managed from two other areas of EXACT:

• From the Administration > Contact Lists.
• In the Multi Column appointment book in the Contact Lists Tab.

From these screens, patients can be contacted, patient records can be updated, and appointments can be booked in the Multi Column appointment book. Patients are removed from the list when marked as Completed.