WISER Tobacco Cessation Study | REDCap

University of Wisconsin–Madison
Center for Tobacco Research and Intervention (UW-CTRI)

WISER Tobacco Cessation Study PID 42

External Modules - Project Module Manager

External Modules are individual packages of software that can be downloaded and installed by a REDCap administrator. Modules can extend REDCap's current functionality, and can also provide customizations and enhancements for REDCap's existing behavior and appearance at the system level or project level.

As a REDCap administrator, you may enable any module that has been installed in REDCap for this project. Some configuration settings might be required to be set, in which administrators or users in this project with Project Setup/Design privileges can modify the configuration of any module at any time after the module has first been enabled by an administrator. Note: Normal project users will not be able to enable or disable modules.

DISCLAIMER: Please be aware that External Modules are not part of the REDCap software but instead are add-on packages that, in most cases, have been created by software developers at other REDCap institutions. Be aware that the entire risk as to the quality and performance of the module as it is used in your REDCap project is borne by you and your local REDCap administrator. If you experience any issues with a module, your REDCap administrator should contact the author of that particular module.

Additional custom features provided by enabled modules:

Currently Enabled Modules

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Better Search - v1.0.0 A high-speed, zero-config drop-in replacement for the REDCap Add/Edit Records search page featuring smart query parsing (dates, phones, emails, multi-word tokens, choice labels) and a two-tier progressive search engine.
Better Twilio Logs - v1.1.1 Fetch errors logged when sending messages to participants and messages sent by participants erronously to your Twilio number, then easily work them as a task list.
Call Log - v1.0.3 A configurable, searchable, call list dashboard for Reminders, Follow ups, Missed Visits and more.
MailMerge - v1.0.1 Automated Word doc mail merge. Generate letters from templates to print, store in a field, or in the repo.
Qualtrics Import - v1.0.1 Automated ingestion, deduplication, automatic date/phone sanitization, and record creation from Qualtrics survey screening responses into REDCap.
Scheduling and Availability - v1.5.3 Custom calendar for management of availability & appointments linked to events. Providers can specify their availability on a project, be scheduled against that availability, review upcoming appointments, and manage the calendar of others.

Project: WISER Tobacco Cessation Study

Settings	Values
Better Search requires zero configuration: it automatically prioritizes your Record ID, Secondary Unique Field, Custom Record Label fields, Identifier (PHI) fields, and fields matching the detected input type (Date, Phone, Email).
Replace Native Add/Edit Records Page Redirects the standard Add/Edit Records landing page to Better Search
Additional Fast Search Field Optional fields to always include in the fast search query



Additional Unique Identifier Fields Optional fields (e.g. MRN, barcode, study ID) that uniquely identify records for instant opening

Project: WISER Tobacco Cessation Study

Settings	Values
Additional Phone Number Field(s) for Record Matching The designated SMS field in Project Setup is used automatically. Add any secondary or alternative phone fields here.
Initial Lookback Period (days)

Project: WISER Tobacco Cessation Study

Settings	Values
Settings such as 'call scripts' (for reminder calls) and 'tasks remaining' must be edited directly in the data dictionary. All Call Log configuration (Call Types, Tabs, Row Expansion) is managed via the project-level Call Log Settings link.

Project: WISER Tobacco Cessation Study

Settings	Values
Qualtrics Connection & Survey Settings
Override Global Qualtrics Credentials for this Project
Project Qualtrics API Token
Project Qualtrics Data Center (e.g., uwmadison.co1)
Qualtrics Survey ID (e.g., SV_8CfudJDsw3LwsyG)
Manually excluded Qualtrics Response IDs
Enable Automated Background Scheduled Imports
Scheduled Sync Frequency
Access Permissions
Who can access and run manual imports from the project menu?
Authorized Users
REDCap Target & Identifier Strategy
Record ID Generation Strategy
Minimum Seed ID
Target Event
REDCap Field to store Qualtrics ResponseId
Deduplication & Screening Rules
Primary Phone Field
First Name Field
Last Name Field
Import Notes Field (for duplicate warnings and shared phone notices)
Import Possible Duplicates
Field Mapping & Transformation
Auto-Populated Fields: If these variables exist in your REDCap project, they are automatically populated during import: `display_name` – Concatenated respondent name (`[first_name] [last_name]`). `import_date` & `first_import_date` – Current date of import (`YYYY-MM-DD`). Special Formatting for Static Field Defaults: Under Static Field Defaults below, you can populate any REDCap field with special dynamic keywords: `today` – Inserts today's date in `YYYY-MM-DD` format. `now` – Inserts the current timestamp in `YYYY-MM-DD HH:MM:SS` format. Static numbers or text (e.g., `1` for an import flag checkbox/radio).
Field Mapping Mode
Only import completed responses
Blacklist (comma-separated Qualtrics field names to ignore)
Required REDCap Fields (comma-separated; candidate skipped if any of these are empty)
Optional Filter Logic (e.g., [screen_score] = '0')
Custom Choice / Value Mappings
Qualtrics Field Name





Target REDCap Field





Value Mapping JSON (e.g., {"1": "0", "2": "1"})





Static Field Defaults
Target REDCap Field



Static Value



Similarity Thresholds These control fuzzy name matching between survey submissions and existing records. They typically do not need to be changed.
Same Phone: Last Name Match Threshold (0.0 to 1.0)
Same Phone: First Name Match Threshold (0.0 to 1.0)
Different Phone: Last Name Match Threshold (0.0 to 1.0)
Different Phone: First Name Match Threshold (0.0 to 1.0)

Project: WISER Tobacco Cessation Study

Settings	Values
User Colors JSON, set via the calendar admin panel	{"demo_user":{"color":"#2563eb"},"sarah_coord":{"color":"#059669"},"marcus_ra":{"color":"#7c3aed"},"coach_line_1":{"color":"#d97706"}}
Used for CSS matching. Ignore
General
Calendar Admin May edit any user's calendar and has access to additional tools

Unschedulable Users that have availability, but shouldn't be listed in this project
Trigger DET: Send a POST to the Data Entry Trigger on calendar save
Name Field: Variable to index, search, and display as the subject's name
Withdraw Flag: Exclude Subject ID from search if truthy
Default Location Location auto-selected when scheduling a new appointment
Location Home Field: Subject's home clinic. Should use the same coded value used in the location source.
Location Value: Coded value for the default location from the source
Location Source A field, or JSON in the current or other project
Location Options: Field that lists all possible location coded values and display names. All will be shown in the location dropdown when scheduling
Location JSON: Consult documentation for JSON format	{"1":{"name":"Madison Main Clinic (1930 Monroe St)","active":true,"sub":{"rm_210a":{"name":"Exam Room 210A (CO Breath Test)","active":true},"rm_214b":{"name":"Coaching Suite 214B","active":true}}},"2":{"name":"Milwaukee East Clinic","active":true,"sub":{"mke_400":{"name":"Clinical Consult Room 400","active":true}}},"3":{"name":"Telehealth \/ Remote Video","active":true,"sub":{"zoom_1":{"name":"UW Health Telehealth Line 1","active":true}}}}
Location Project: Use this project's location JSON
Faux Providers: Newline separated list of coded value and display name pairs (i.e. room_1312, Room 1312)	coach_line_1, Quit Line Coach #1
Timezones: Newline seperated list of timezone-alias pairs to offer users in tzDatabase format (i.e. America/Chicago, Central)	America/Chicago, Central Time (CT) America/New_York, Eastern Time (ET)
Schedulable Visit
Display Name


Internal Coded Value


Linked Event


Notes Shown in subject summary


Branching Logic








Duration: In minutes


Allow Additional Time: Should 'duration' be only a minimum length?


Allow Any Location Is this a phone call or other location-free event


Shared Schedulable Visit Config
Date/Time Writeback This field will be populated with the scheudled date/time, based on validation settings. Requires a linked event
Provider Writeback This field will be populated with the scheudled provider username. Requires a linked event
Visit Range Start This field will be used to recommend a range for scheduling the event in the subject summary. Requires a linked event
Visit Range End This field will be used to recommend a range for scheduling the event in the subject summary. Requires a linked event
Subject Summary
Additional Field Extra info to show on the subject summary


ICS Export
Additional Field Extra info added to the ICS export per appointment

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