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Learn how to design, set-up and manage a reminder system for your CommCare deployment here. In the future, we hope to include best practices, and training tips. 

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Overview

CommCareHQ allows you to setup SMS surveys and reminders.  These can be integrated with the data for existing CommCare application or provide a stand-alone SMS system.    The overall reminder and survey system is called CommConnect.  

Here are some example use cases:

  • Sending a reminder to a health worker when one of their beneficiaries is due for a delivery.
  • Sending counselling messages to beneficiaries (for example, reminding them to take their iron pills).  
  • Sending a short survey to a beneficiary (for example, asking if they've attended a clinic 
  • Have a patient request information from the system.  For example, if they are enrolled in a smoking cessation study, they may request support messages from the system. 

At a high level, CommConnect lets you do the following:

  1. Recipients - Messages can be sent to a mobile worker (ex. a CHW) or a phone number stored in a case (ex. the beneficiary) 
  2. Timed and Conditional Messages -  Messages can be controlled and scheduled based on the state of a case (ex. the delivery date or whether a mother is high risk).  
  3. Simple Message - A simple text message can be sent that references information in the case (ex. the case's name).  
  4. Interactive Survey - An interactive SMS survey (based on a form designed in CommCareHQ).  This can be used to update or close a particular case.  
  5. Incoming Keywords -  A user can initiate interaction with the system (ex. requesting a counselling message) by sending a message to the system.  

Configuring Recipients

Both cases and mobile workers need to be configured specially for use with CommConnect. 

  1. Configure a Mobile Worker for CommConnect
  2. Configure a Case for CommConnect

Configuring Reminders

Set-up Reminders

CommCareHQ allows you to setup SMS surveys and reminders.  These can be integrated with the data for existing CommCare application or provide a stand-alone SMS system.    The overall reminder and survey system is called CommConnect. 

 

Here are some example use cases:

  • Sending a reminder to a health worker when one of their beneficiaries is due for a delivery.
  • Sending counselling messages to beneficiaries (for example, reminding them to take their iron pills). 
  • Have a patient request information from the system.  For example, if they are enrolled in a smoking cessation study, they may request support messages from the system.

 

CommConnect enables some of the following functionality:

  1. Recipients:  Messages can be sent to a mobile worker (ex. a CHW) or a phone number stored in a case (ex. the beneficiery)
  2. Timed and Conditional Messages:  Messages can be controlled and scheduled based on the state of a case (ex. the delivery date or whether a mother is high risk). 
  3. Interactive Surveys and Messages:   A simple text message can be sent or an interactive SMS survey (based on a form designed in CommCareHQ). 
  4. Incoming Keywords:  A user can initiate interaction with the system (registering, initiating a counselling survey, etc.) by sending a message to the system. 

 

Configuring Recipients:

Both cases and mobile workers need to be configured specially for use with CommConnect. 

  1. Mobile Workers
  2. Cases

 

Configuring Reminders

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