Health declaration collection and follow-up

Purpose

1.1. Ensure all participants have completed mandatory health declarations before engaging in aerial activities for legal, safety, and operational compliance.
1.2. Automate health declaration data collection, validation, reminders, and follow-ups to minimize human error, reduce administrative workload, and maintain audit-ready records.
1.3. Capture digital consent, timestamp submissions, and notify relevant staff or authorities when adverse health responses are detected.

Trigger Conditions

2.1. New booking or registration for aerial sports activity is confirmed.
2.2. Scheduled event start date is within a set threshold (e.g., 48 hours before activity).
2.3. Health declaration not yet received from registered participant.
2.4. Declared health issue flagged as “high-risk.”
2.5. Staff submits manual request for declaration update or review.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: Programmable Messaging API; send automated health declaration reminders via SMS with survey link.
• Sample: POST to /Messages with dynamic participant phone & custom message.

3.2. SendGrid
• Feature/Setting: Marketing Campaigns; batch send emails with secure declaration form links.
• Sample: Create campaign > Add dynamic contact list > Insert personalized link.

3.3. Google Forms
• Feature/Setting: Shareable survey URLs; automatically copy prefilled user identifiers.
• Sample: Pre-populate form fields with booking info via URL parameters.

3.4. DocuSign
• Feature/Setting: Envelope creation API; route legal health declaration for e-signature.
• Sample: POST /envelopes with signers, document, and callback.

3.5. Typeform
• Feature/Setting: Hidden Fields, Webhooks; capture responses and push events to follow-up systems.
• Sample: Set hidden fields; configure webhook → follow-up service.

3.6. Jotform
• Feature/Setting: Conditional Logic, e-mail reminders; send alerts when health risks are declared.
• Sample: IF “Chronic condition” marked THEN send alert.

3.7. AirTable
• Feature/Setting: Form view, Automations; update participant status and trigger reminders.
• Sample: On form submission update status, else trigger email/sms automation.

3.8. Slack
• Feature/Setting: Incoming Webhooks; send real-time alerts to staff channel for flagged issues.
• Sample: POST adverse result to dedicated compliance channel.

3.9. Salesforce
• Feature/Setting: Health declaration custom object; configure flows for missing data reminders.
• Sample: Auto-assign follow-up task if declaration incomplete at T-24hrs.

3.10. Microsoft Power Automate
• Feature/Setting: Scheduled Flows, Approvals; monitor for missing forms, escalate incomplete declarations.
• Sample: Check submissions; if NULL, trigger approval workflow escalation.

3.11. Zapier
• Feature/Setting: Scheduled triggers + Webhook; pull new bookings & automate reminder delivery.
• Sample: On new Google Sheet row > POST to SMS or Email platform.

3.12. HubSpot
• Feature/Setting: Sequences; drip sequence to send forms and track response engagement.
• Sample: Enroll contact in health declaration email sequence.

3.13. Mailchimp
• Feature/Setting: Automated Campaigns; segment audience & deploy health forms.
• Sample: Target “Not Completed” segment with form reminder.

3.14. Monday.com
• Feature/Setting: Board automations; status change triggers follow-up assignments.
• Sample: IF “Health Declaration” = “Missing,” assign compliance reminder task.

3.15. Google Sheets
• Feature/Setting: Scripted triggers; monitor unsubmitted rows, push reminders.
• Sample: Time-driven trigger runs script to detect blanks and email participants.

3.16. Zoho Forms
• Feature/Setting: Auto-alerts & Approval Workflows; notify compliance when flagged.
• Sample: On risky response, auto-email compliance manager.

3.17. Pipedrive
• Feature/Setting: Activity automation; set follow-up tasks if declarations overdue.
• Sample: At defined interval, create “Follow-up on health form” activity.

3.18. Freshdesk
• Feature/Setting: Ticket creation; open health compliance tickets on risky flags.
• Sample: API creates ticket with participant and risk info for escalation.

3.19. Formstack
• Feature/Setting: Logic routing & notifications; advanced workflows for flagged responses.
• Sample: High-risk answer → direct email alert + auto-tag in CRM.

3.20. Calendly
• Feature/Setting: Event-based workflows; auto-send health declaration post-scheduling.
• Sample: Configure webhook on event creation to distribute survey link.

Benefits

4.1. Reduces human follow-up workload and ensures regulatory compliance.
4.2. Accelerates detection and escalation of health risks for immediate attention.
4.3. Achieves high integrity in record-keeping for audits and incident management.
4.4. Improves participant experience through timely and automated communication.
4.5. Scales effortlessly across complex booking volumes and multi-location operations.