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12 of our favorite REDCap Tips


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This deck presents Mosio's favorite REDCap tips from around the internet.

For more information about how Mosio integrates into REDCap and enables research teams to get more value from REDCap with two-way text messaging, please visit

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12 of our favorite REDCap Tips

  2. 2. As the Mosio Development team looks for new ways to integrate our service and assist our partners, we find that we keep coming back to the REDCap training and tips posts. We’ve compiled some great sources for you, along with 12 stand-out tips from each: 12 OF OUR FAVORITE REDCAP TIPS
  3. 3. REDCAP DATA DICTIONARY1 A great data dictionary, bonus points for the cats! You can still make changes to your project from production mode, not just development. Production mode offers several benefits to data security. FAVORITE TIP:
  4. 4. ITHS READER’S FAVORITE REDCAP TIPS IN 20162 Definitely worth a subscribe, as ITHS always offers a REDCap tip of the month. Use customized HTML to add a progress bar to your REDCap surveys. Progress bars are known to help participants stick with the survey through completion. FAVORITE TIP:
  5. 5. UC DENVER’S REDCAP TIPS3 UC Denver provides a long list of REDCap tips that is periodically updated (keep checking back!) If you’re utilizing an online link-to-survey, surveys can be automated to be sent at a certain time or upon certain conditions being met. FAVORITE TIP:
  6. 6. REDCAP’s RECAP NEWSLETTER4 REDCap Recap, love the name! This newsletter explains some newly incorporated REDCap features. Auto-calculations are now possible when importing data from another source FAVORITE TIP:
  7. 7. TIPS ON DESIGNING AND USING REDCAP PROJECTS5 Good video walkthrough, lots of information pertinent to getting your REDCap projects up-and-running. Use multiple choice fields instead of text fields when possible: It will reduce your chance of data entry errors. FAVORITE TIP:
  8. 8. MEET BAS DE VEER, ITHS REDCAP ADMINISTRATOR AND AND EXPERT6 Q&A with Bas De Veer, a REDCap thought leader with some great knowledge. About REDCap’s newly released mobile app, which makes offline data capture possible. You can tell Bas is excited about this one! FAVORITE TIP:
  9. 9. A COMPREHENSIVE GUIDE TO REDCAP BY THE UNIVERSITY OF MISSOURI7 A 77 page REDCap guide, chock full of goodies. Communicate with your REDCap contact administrator. If you need to make changes to your data or reports, send an e-mail to your admin describing the reasons for your changes. This will result in getting your changes approved in a timely manner. FAVORITE TIP:
  10. 10. REDCAP TIPS AND TRICKS FROM PENN STATE CTSI8 A short list from Penn State CTSI focusing on customization tips and general best practices. Get to know REDCap’s allowable HTML tags. Very handy if you plan on more in-depth customization for your data collection. FAVORITE TIP:
  11. 11. CTSI’s REDCAP TIP OF MONTH9 Great tips coming from CTSI from the viewpoint of participants…smart! Know your survey participants and when they are most likely to respond to a survey invitation. Use information about your target participants to your advantage. FAVORITE TIP:
  12. 12. USING REDCAP FOR SYSTEMATIC REVIEWS10 Nearly 20 pages of tips and tricks mainly focusing on systematic reviews. Reviewers can utilize survey access codes and QR codes to access surveys. This can be very helpful if you want to review a survey on another device…It also means you don’t have to depend on e-mail link access. FAVORITE TIP:
  13. 13. VCU’s REDCAP FAQ’s FOR SURVEYS11 A FAQ sheet that begins with the basics of survey creation, working up to more advanced survey optimization tips. You can allow specified users different levels of access to your data. A user does not necessarily need a REDCap account to access certain information. FAVORITE TIP:
  14. 14. REDCAP SECURITY BEST PRACTICE12 An outline describing REDCap’s security features with an emphasis on user responsibility. Know your role in keeping survey participant information safe. Getting familiar with a list of 18 HIPAA patient identifiers is key. FAVORITE TIP:
  15. 15. Whether you’re new to REDCap or an experienced pro, we hope you were able to gain some new insight through our sources and tips. If you’re looking to add text messaging to REDCap, visit our blog post with 11 ways text messaging can be integrated. For more information about how Mosio can integrate into the REDCap system and improve your research efforts, get in touch. GET MORE OUT OF REDCAP WITH MOSIO MOBILE MESSAGING
  16. 16. Text / Talk: 415.466.8911