REDCap/Mosio Integration
| Location | System Name | URL | Mosio Integration |
|---|---|---|---|
| Yale | REDCap I | redcap.med.yale.edu | YES |
| Yale | REDCap II | redcap.research.yale.edu | YES |
| YNHH | Standard REDCap | redcapynh.ynhh.org | NO |
| YNHH | 21 CFR Part 11 | redcapynh-p11.ynhh.org | NO |
Introduction
Mosio is a third-party platform for communicating with research participants by text message. It allows you to send automated and personalized text messages, managed on the Mosio website or through REDCap, without the need for a physical phone.
Researchers can use Mosio to:
- Distribute survey links via text message to study participants
- Send reminder messages to encourage timely completion of surveys
- Schedule appointment reminders with the option for participants to confirm attendance through a text response.
- Conduct two-way communication with participants through Mosio’s text chat feature, allowing back-and-forth dialog as needed for study operations.
Mosio is a fee-based service.
Mosio can be used with REDCap integration or as a stand-alone platform.
When integrated, REDCap can automatically send survey invitations, reminders, and appointment texts through Mosio, linking communications to participant records.
Without integration, Mosio also functions independently, allowing researchers to manually schedule or send messages, manage conversations, and set reminders through its web dashboard. Both options support participant communication; the key difference is whether automation and data linkage to REDCap are required.
Getting Started
Each study team is responsible for purchasing and managing its own Mosio plan. To review available plans that support REDCap integration, visit https://www.mosio.com/redcap/Mosio REDCap Integration Plans
When selecting a plan, consider the following:
- Unique phone number per REDCap project
- Each project requires its own dedicated number
- Text Volume
- Estimate your monthly text message volume using: Yale’s Mosio Message Calculator
- Study Team Access
- Decide how many team members will need Mosio user accounts to send or monitor messages.
- Scope of features
- Decide whether your study only requires REDCap integration or if you’ll need additional Mosio features (e.g. storylines, message templates).
Note: Researchers at Yale do not need to set up a Research Center Direct (RCD) License. Cybersecurity and integration requirements for Mosio are coordinated centrally through Yale’s Health Science IT.
The Campaign Registry
The Campaign Registry (TCR) is a national system established by Congress and the FCC to oversee and validate commercial text messaging. Any organization sending text messages from a 10-digit long code (10DLC) through application-to-person (A2P) messaging must have an approved campaign on file. Unregistered numbers risk being flagged as spam and blocked by mobile carriers. Repeated unregistered messaging may result in permanent blocking.
Mosio manages this registration process for you. Approval typically takes about one week from the time of submission.
Campaign Registration
Follow these steps to register your campaign:
- Set up your Mosio plan.
Purchase and activate a Mosio plan. - Access your Mosio Project Dashboard.
From the top menu, select Tools → Campaign Registration. - Enter your organization information.
Use your official Yale University details for the organization fields. - Provide project-specific details.
Complete all remaining fields based on your study or REDCap project.- REMEMBER! Use the Yale Mosio Message Calculator Tool to estimate your expected monthly message volume.
Researchers must obtain approval from the Institutional Review Board (IRB) to ensure adequate measures are taken to protect participants. Plans for text messaging must be described in the research protocol.
Your research protocol must clearly describe the study’s text messaging plan, including:
- The platform(s) used (e.g., Mosio and/or REDCap)
- The purpose of text messaging within the study
- The types of messages (e.g., survey invitations, reminders, notifications, or two-way SMS conversations)
- The content and frequency of messages
- The safeguards in place to protect participant confidentiality and data security