Knowledge base
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Mosio REDCap Direct - User Guide
FAQ's
- How do I Manage My Mosio Account/Billing?
- Do you offer a free trial of the REDCap Direct Service?
- In what countries is REDCap Direct offered?
- Do you offer voice services as well?
- How do I get support?
- Do I need a different Mosio API Key for each REDCap Project?
Getting Started
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Mosio for Research
Getting Started
- Video: How to Enroll and Monitor Study Participants (2 Minutes)
- Watch This Quick Training Video (5 Minutes)
- How To Create and Remove System Users
- TextChat: How To Update Your Autoresponders
- TextChat: How To Create Answer Templates
- TextChat: How To Respond To Incoming Messages
Training Documents & Videos
- Watch This Intro Video (5 Minutes)
- How to Enroll and Monitor Study Participants in Storylines (2 minute Video)
- Surveys
- Storylines (4 minute Video)
- Personal Storylines
- TextChat
How To...
- Enroll participants into a Storyline
- Create and edit Surveys
- Create and edit Storylines
- Schedule and send a text message Alert to a list
- Enroll a patient into dosing/medication reminders
- Schedule a single Appointment Reminder
System Management / Settings
Login Management / Settings
Integrations
FAQs
- Does Mosio work with REDCap?
- Does Mosio work in other countries beside the U.S.?
- Do you offer a free trial of the service?
- Do you have information we can send to our IRB?
- Is Mosio HIPAA Compliant?
- Is there a minimum license period?
Other Helpful Videos
- [VIDEO] How to Batch Upload Text Message Appointment Reminders via CSV File (2 minutes)
- [VIDEO] Mosio Customer Q&A: Using Emojis in Text Messages in Your Clinical Trial
- [VIDEO] Mosio Customer Q&A: What can we do with the Mosio and REDCap integration?
- [VIDEO] Mosio Customer Q&A: How much do we need to depend on your development team?
- [VIDEO] Mosio Customer Q&A: How can we improve patient engagement in clinical trials with adolescents and caregivers?
General Information
Billing
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Mosio Q&A (TextChat and Events)
HOW TO USE MOSIO FOR EVENTS
- How do I start?
- How do I manage account logins for co-workers or staff?
- How can I change the message people receive when they first text in (Text For Instructions TFI)?
- How do I change my autoresponder?
- How do I show attendee questions on the screen?
- How do I select what question are and are not displayed to the audience?
MOSIO FOR EVENTS FAQS
- How do I invite people to text in?
- What is the difference between what U.S. attendees text to and International Attendees?
- Can I change the way my presentation screen looks?
- Can we customize the text to screen template with our own graphic?
- How many people can sign into and use my account and how do I set that up?
- How do I know what number people need to text to?
Troubleshooting
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Mosio User Guide
Getting Started
- Mosio - Followers: How to Follow a Participant and Manage Followers / Teams
- Getting Started - How to Register my SMS Program to Prevent Spam Blocking
- Getting Started - Mosio New User Tour of Key Features
- Getting Started - Mosio Dashboard
- My Profile - Overview of Settings
- My Profile - How to Update My Password
Contacts
Contacts - Participant Profile
- Contacts - Participant Profile - Overview
- Participant Profile - Text History Tab
- Participant Profile - Notes Tab
- Participant Profile - Personal Storylines Tab
- Participant Profile - Personal Storylines Tab - Story Days
- Participant Profile - Appointments Tab
Surveys
Storylines
Appointment Reminders
TextChat
Tools
- Tools - Project Settings - How to Manage Your Mosio Project Settings
- Tools - User Accounts - How to Edit, Add, and Delete Mosio User Accounts
- Tools - Answer Templates - How to Create and Manage Pre-Formatted Responses to Questions
- Tools - Auto Responders - How to Create Automated Responses For Off-Hours and Unmonitored Incoming Messages
- Tools - Image Manager - How to Add and Manage Images for Use in Messaging and Surveys
- Tools - URL Shortener - How to Shorten Links for Use in Messages and Surveys
Mosio Alerts