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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 Case for CommConnect
  2. Configure a Mobile Worker for CommConnect

Case Sharing

 At the moment, if you're using Case Sharing for you application, there are some restrictions on which mobile workers can get sent a reminder.  CommConnect can only send a reminder to the last user who modified the case.  This means if a nurse and health worker are sharing a case, you won't be able to notify the nurse if a health worker identifies a high-risk patient and updates the case on their phone.

Configuring Reminders

Set-up Reminders

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