docs(referrals): retire Form C plan and document existing hosted workflow
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# P9-03 source-specific implementation plan
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## Current referral decision — 2026-11-01 (supersedes Form C planning)
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The owner directs `/referrals` to retain the current public-site workflow: one
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button-styled **Refer a Client** link to
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[the existing hosted Jotform](https://form.jotform.com/231638510219149). There is **no separate Form C**
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to create, embed, configure or launch. The former Form C / proposed two-form
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architecture is historical only. `/referrals` renders no local form or Form A
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iframe; the original 16 approved Form A placements remain unchanged.
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This is authorization to restore the existing destination in Astro, **not**
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verification of that separate legacy Jotform's HIPAA configuration, notification
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recipients, patient-data handling, accessibility or continued operational
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suitability. Review the actual hosted form and its clinical/privacy claims before
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production cutover. No account modification or submission occurred in this PR.
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## Current decision — 2026-10-30: default-live Form A
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The owner intentionally supersedes the earlier isolated-test and seven-route
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@@ -14,7 +30,7 @@ and form environment role are retired, not renamed.
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Indexing and forms are independent. Both publication modes emit ten immediate
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frames (two contact, five landing, three consultation) and six deferred bilingual
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service-drawer frames. The bounded registry fixes ID `262946078314059`, HTTPS
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origin, context and language. Forms B/C are not activated; physical B is retired.
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origin, context and language. Form B is retired; Form C planning is canceled as of 2026-11-01.
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Live drawers retain four-second/50%-scroll opening, shared 30-day suppression,
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manual CTA override, deferred loading, verified completion acknowledgment for
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@@ -32,7 +48,7 @@ telemetry/privacy, recipient-routing or hosting acceptance. See the
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Earlier dated decisions and test results below are historical evidence, not
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current environment setup instructions.
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Date: **2026-10-18** · Plan version **1.9 revision 2026-10-30** · Governing contract: [P9-03-JF-2026-10-18 v1.9](phase-9-jotform-integration-contract-2026-10-18.md).
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Date: **2026-10-18** · Plan version **2.0 revision 2026-11-01** · Governing contract: [P9-03-JF-2026-10-18 v1.9](phase-9-jotform-integration-contract-2026-10-18.md).
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**Planning only. Do not execute any batch from this document without separate authorization.** Phase 9 establishes decisions and bounded implementation authority. Phase 10 retains final production integration acceptance, rollback and cutover. The user stages, signs and pushes.
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@@ -59,7 +75,7 @@ The confirmation is limited. Recipient access and Form A retention/deletion cont
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| F-003 | `/client-consultation` | `en/client-consultation.md` | `FormShell.astro` via PageLayout | Form A / `consultation` EN, isolated-test only |
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| F-004 | `/es/client-consultation` | `es/client-consultation.md` | Same | Form A / `consultation` ES, isolated-test only |
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| F-005 | `/schedule-consultation` | `en/schedule-consultation.mdx` | Same | Form A / `consultation` EN, isolated-test only |
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| F-006 | `/referrals` | `en/referrals.mdx` | Same; preserve `#form-title` | C EN |
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| F-006 | `/referrals` | `en/referrals.mdx` | Preserve the existing `Refer a Client` button, directly link https://form.jotform.com/231638510219149; no inline form | Existing hosted Jotform; no Form C |
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| F-007 | `/aba-therapy` | `en/aba-therapy.mdx` | `ServiceInquiryDrawer.astro` | Form A / planned `consultation`; drawer redesign |
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| F-008 | `/autism-evaluations` | `en/autism-evaluations.mdx` | Same | Form A / planned `consultation`; referral-assistance approval |
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| F-009 | `/learner-social-club` | `en/learner-social-club.mdx` | Same | Form A / planned `consultation`; program approval |
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@@ -156,7 +172,7 @@ The owner separately reports that the existing `AIA Lead Generator | plain` form
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- **Acceptance:** distinguish static elements from fields; every proposed field mapped or explicitly pending; no guessed internal IDs or locale behavior. Required callback/contact expectations approved.
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- **Stop:** before any form creation/editing, tests generating notifications, or production mapping.
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### Batch B — Configure Form A consultation and create Form C
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### Historical Batch B — Configure Form A consultation and create Form C (Form C canceled)
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- **Objective:** configure Form A’s future `consultation` context without changing approved `contact`/`landing` behavior, and create one disabled blank Form C — Professional Referral Initiation.
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- **Authorization:** explicit Jotform mutation permission naming the Form A context, Form C, account owner, reviewers, environment, isolation steps, proposed settings and stopping conditions. The historical `250727122848156` form is not a source and must not be cloned or repurposed.
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