Creation of emergency contact and health records

Purpose

1.1. Automate secure collection, storage, and update of emergency contacts and health records for incoming clients at adult day care centers.
1.2. Ensure regulatory compliance, rapid information retrieval, minimized manual entry, and consistent onboarding workflows.
1.3. Enable electronic consent, verification, and multi-platform data sharing for health and emergency contacts during client intake.
1.4. Provide cross-platform integrations (EHR, CRM, communication, and cloud storage) for a streamlined intake process.

Trigger Conditions

2.1. Submission of a new client intake form (web/phone/in-person entry).
2.2. Update detected in client’s health or emergency contact records in connected systems.
2.3. Arrival of an intake notification email/SMS.
2.4. Scheduled intake record review date or compliance audit requirement.

Platform Variants

3.1. Salesforce Health Cloud
• Function: REST API / Create/Update Client Contact Record
• Setting: POST /services/data/vXX.X/sobjects/Contact
3.2. Microsoft Dynamics 365
• Function: Data Integration / Web API for Health Record Entities
• Setting: POST /api/data/v9.1/contacts
3.3. Epic EHR
• Function: HL7 FHIR API / Patient Resource Creation
• Setting: POST /Patient endpoint
3.4. Cerner Millennium
• Function: FHIR API / Demographics and Emergency Contact
• Setting: POST /Person endpoint
3.5. Google Forms
• Function: Form Submission Trigger / Data Export
• Setting: On submit → Sheets integration
3.6. JotForm
• Function: Webhook Integration / Push New Submissions
• Setting: Webhook URL to intake flow
3.7. Typeform
• Function: Responses API / Get Form Entry
• Setting: GET /responses endpoint trigger
3.8. DocuSign
• Function: eSignature REST API / Envelope & Template Auto-population
• Setting: CreateEnvelope with embedded template
3.9. Adobe Sign
• Function: Agreement API / Automated Consent Request
• Setting: POST /agreements endpoint
3.10. Twilio SMS
• Function: Incoming SMS Trigger / Emergency Contact Confirmation
• Setting: TwiML logic for keyword responses
3.11. SendGrid
• Function: Automated Email Notification / Intake Confirmation
• Setting: POST /mail/send
3.12. Mailgun
• Function: Inbound Route for Intake Submissions
• Setting: /messages route with webhook
3.13. Slack
• Function: Channel Webhook / Notify Staff of New Intake
• Setting: Incoming Webhook URL
3.14. Microsoft Teams
• Function: Teams Connector / Channel Notification
• Setting: Incoming Webhook with intake payload
3.15. Airtable
• Function: API / Create Health Records Table Row
• Setting: POST /v0/appID/HealthRecords
3.16. Google Sheets
• Function: Sheets API / Append Emergency Contact Row
• Setting: spreadsheets.values.append
3.17. Dropbox Business
• Function: File Upload API / Store Consent Forms
• Setting: /2/files/upload
3.18. OneDrive for Business
• Function: Graph API / Save PDF Health Records
• Setting: /me/drive/root:/path/children
3.19. HubSpot
• Function: CRM API / Contact Record with Custom Health Properties
• Setting: POST /crm/v3/objects/contacts
3.20. Zapier Webhooks
• Function: Catch Intake Event / Push to Connected Apps
• Setting: Custom Webhook URL & Action mapping
3.21. Box Cloud Storage
• Function: Upload Intake Files / Secure Storage
• Setting: POST /files/content
3.22. Monday.com
• Function: API / Create Item in Intake Board
• Setting: mutations { create_item(board_id… ) }
3.23. Notion
• Function: Database Create / Intake Table Record
• Setting: POST /v1/pages
3.24. Intercom
• Function: New User Trigger / Tag Intake Status
• Setting: POST /conversations/reply

Benefits

4.1. Standardized and error-resistant emergency info collection and storage.
4.2. Immediate multi-channel staff notification and real-time record creation.
4.3. Reduced manual data entry, improved data security, and audit traceability.
4.4. Automatic cross-platform syncing and compliance with care regulations.
4.5. Flexible integration for diverse intake methods (forms, SMS, email).