User Manual

Add / Edit Canned Responses

An admin can add canned responses from “Add Canned Response” page for a particular client and program. It also provides the option to edit a canned response. 

To add canned Responses follow the steps given below:

1.Click Add tab to add a canned response set and the following screen appears.

Add Canned Response Set

Add Canned Response Set screen

2.Select Client Name and Program Name from the respective dropdown list.

3.Provide name of the set in Set Name field.

4.Click Submit button button to add the canned response set or click Reset Button button to reset the fields. On clicking submit button the following confirmatory message is displayed as shown in the screen below.

Message Box screen

5.Click OK button to add the canned response set and the following screen appears.

Add-Edit Canned Responses

Add/Edit Canned Responses screen

6.Once created, one can add more canned responses to the created set from Add/Edit Canned Responses section.

Add/Edit Canned Responses

To add/edit canned responses follow the steps given below:

1.Enter set name in the Set Name field and click Search button button to search for a particular canned letter.

2.Click on Import-Export Canned Response to import or export the canned response set. (See Import/Export Canned Letter)

3.Click Expand All icon to expand all letters in the tree or click Collapse All icon to collapse all letters in the tree.

4.Click on Canned letter to add sub menu and the following screen appears.

 

Root Node

Root Node screen

7.Enter new menu name to be added and click on Canned Response Ok Button button to add or click Canned Response Cancel buton to cancel the process.

8.Further, one can click on canned letter to add or edit canned letters as shown below.

Parent Node

Parent Node screen

9.Enter name of the menu or canned letters under Root node to be added in the tree.

10.Enter name of the menu to be added under canned letter.

11.Click Add Menu Icon to add menu in the tree and the following field becomes visible as shown in the screen below.

 

Add new menu name 2

New Menu Name screen

12.Provide the name of new menu to be added in the tree and click Save button button to save the menu created. Similarly, on clicking Add Canned icon a new canned letter can be added in the tree by providing New Canned Name and clicking save button. The created menu or canned letter will become visible in the tree.

Add new canned letter 1

Add New Canned Letter screen

13.Further, click on any canned responses to add/edit the Canned Phrase set for a particular Canned Response and the following screen appears.

Canned Phrase 1

Edit Canned Phrase screen

14.The Canned Phrase popup window allows configuring/editing the Response Text. The details to be provided are as follows:

 

Screen Elements

Description

Name

Displays name of the canned phrase.

Response Text

Provide Response Text to be displayed in the Canned Responses.

Hot Key

Provide a single character key for the hot key to be configured for the canned phrase.

Modifiers

Select modifiers to be included with the key to make a hot key for the canned phrase. The modifiers are:

•Ctrl

•Alt

•Shift

15.After entering all the details click Canned Response Ok Button button to save the edited Canned Phrase or click Canned Response Cancel buton to cancel the process.

16.The newly added canned response set becomes visible in the Search tab as shown in the screen below.

Newly Added Canned Response

Newly Added Canned Response screen

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