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SMS System Feature Checklist

Database and Group Management Features


 
See also Feature Checklists for:
​Feature
Description
​Opt-out/Opt-in (subscription) Management Text messaging lists require updating to include new subscribers and delete subscribers who wish to opt-out and not receive future text messages. Different text messaging platforms may offer varying capabilities and options for the updating of recipient lists. Researchers may choose between an opt-out or an opt-in system based on their project goals, institutional policies, and institutional review board guidelines. Ability for Multiple Groups Most text messaging platforms offer unlimited recipient lists and the creation of multiple recipient groups to assist with messaging management. This feature requires minimal customizability.
End User Web Portal Access Portal access for recipients allowing the ability to subscribe to text messaging campaigns or programs via a webpage with any standard browser. Integration with Other Information Systems Text messaging platforms generally have the ability to upload lists of names, cell phone numbers, and other data from outside programs such as Excel or Outlook. Some text messaging platforms can integrate with EHRs, but this is relatively new and is best discussed with the particular EHR vendors. Integration with programs such as Excel requires only minimal customization, while interface with EHRs requires a high degree of customization and security measures. Backup System
Integration with Other Information Systems  Text messaging platforms generally have the ability to upload lists of names, cell phone numbers, and other data from outside programs such as Excel or Outlook. Some text messaging platforms can integrate with EHRs, but this is relatively new and is best discussed with the particular EHR vendors. Integration with programs such as Excel requires only minimal customization, while interface with EHRs requires a high degree of customization and security measures.
Backup System It is important to have a back-up system for stored data. Data may be backed up on a vendor server or on an internal server.
Master Account With Sub-Accounts Some systems offer user accounts under a master account to allow for multiple projects or message administrators.
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