Schedule REDCap Alerts and Notifications

Automate participant communications via text message without the need to send a REDCap survey link.

This guide covers how to schedule alerts and notifications from REDCap using Mosio’s messaging engine. Use timing options to keep participants informed and on track.

Note: The Direct Plan is one-way messaging only. If you'd like for participants to be able to reply to REDCap Alerts and Notifications, you'll want a Basic or Plus Plan. 

Transcript:

Hey, this is Jay from most of you and this is Noel from Mosio. So Jay, what happens if people want to send an alert or notification and not include a red cap survey invitation? Yeah, so that's where we're going to head over to alerts and notifications in REDCap. I've got our message over here in the character counter.

It's one segment nice message I want to send out. So I'm going to head into REDCap under create a new alert. I'm actually going to set up a welcome text message so this way when if I enroll a subject in this project they're going to immediately receive a text message if they happen to be in the clinic then I can see them get it right away in front of me. Otherwise it just lets them know, well, since then the texting phone number that they're receive survey links on and they can see they can basically get an introduction from you as to what that phone number is.

Yeah, this is really helpful in in situations where say having them saved your number, your project number and their contacts that makes it so they have a quick reference when they see additional text messages coming. Yeah, exactly. And so we're getting to how this alert be triggered. I'm going to do it when a record is saved.

I'm picking my subject enrollment instrument. I'm going to do it with any form status, but you can choose complete only. I'm sending it immediately just once and then down at alert type, I'm picking SMS text message. Choosing my phone number field.

There it is. And then I'm pasting in my message from the character counter in Mosio. And then hit save. So that'll come up once that's saved.

Now, when I head over to my test subject, and I save an exit, that message should go out right away, and there it is. Perfect. So, in terms of alerts and notifications that are repeating, so if I want to send, say, text-based interventions or reminders to complete tasks that don't include the links, that's just another setting, right? That's another one under alerts and notifications.

So this one, again, you can choose how to trigger it, but what you're really looking at is how many times. So you can send it multiple times. This one I have the same settings as before. I'm sending it the next day at 9 a.m. Multiple times.

So every seven days after it's sent, it will send up to four times. So that's basically a weekly message from the day after enrollment. And then again, it's SMS message and paste your message in at the bottom. Once you save it, then as you enroll people, these alerts will get set up.

They can get more complex or less complex depending on what you need to do. If you have specific questions, I would head back to your REDCap admin. Every REDCap project is different. You want to make sure you're sending it out correctly.

If you also want to give yourself a bit of time to test it, get a test subject in there with your phone number and try it out just to make sure that you're getting that message when you expect it. But that's it. Awesome. Thanks a lot, Jay.

Yeah. Thank you.