docs(referrals): retire Form C plan and document existing hosted workflow

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DeCentN2Madness committed 2026-11-01 18:10:54 -07:00
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@@ -1,4 +1,20 @@
# Phase 9 — Two-form integration specification
# Phase 9 — Two-form integration specification (historical title)
## Current referral decision — 2026-11-01 (supersedes Form C planning)
The owner directs `/referrals` to retain the current public-site workflow: one
button-styled **Refer a Client** link to
[the existing hosted Jotform](https://form.jotform.com/231638510219149). There is **no separate Form C**
to create, embed, configure or launch. The former Form C / proposed two-form
architecture is historical only. `/referrals` renders no local form or Form A
iframe; the original 16 approved Form A placements remain unchanged.
This is authorization to restore the existing destination in Astro, **not**
verification of that separate legacy Jotform's HIPAA configuration, notification
recipients, patient-data handling, accessibility or continued operational
suitability. Review the actual hosted form and its clinical/privacy claims before
production cutover. No account modification or submission occurred in this PR.
## Current decision — 2026-10-30: default-live Form A
@@ -14,7 +30,7 @@ and form environment role are retired, not renamed.
Indexing and forms are independent. Both publication modes emit ten immediate
frames (two contact, five landing, three consultation) and six deferred bilingual
service-drawer frames. The bounded registry fixes ID `262946078314059`, HTTPS
origin, context and language. Forms B/C are not activated; physical B is retired.
origin, context and language. Physical Form B is retired; the Form C proposal was canceled on 2026-11-01.
Live drawers retain four-second/50%-scroll opening, shared 30-day suppression,
manual CTA override, deferred loading, verified completion acknowledgment for
@@ -34,10 +50,10 @@ current environment setup instructions.
**Recorded:** 2026-10-28 UTC; revised 2026-10-30 UTC
**Scope:** Default-live Form A integration and future Form C referral initiation
**Scope:** Default-live Form A integration; former Form C plan superseded by existing hosted referral link
**Status:** 16 default-live placements owner-authorized; Jotform language/runtime acceptance and site cutover remain separate
## Decision revision
## Decision revision (historical, superseded for Form C)
The owner has replaced the former three-physical-form plan with two physical Jotform forms:
@@ -78,7 +94,10 @@ Do not add a conditional explanatory note when **Autism Diagnostic Evaluation**
Do not add child name, date of birth, age, diagnosis, medical history, records, insurance member ID, payment, location or booking questions to the initial consultation context. Do not make any additional consultation field required without a separately documented operations, clinical and privacy decision. Whether an existing optional free-text message remains visible requires the existing Form A privacy treatment; it is not an additional required consultation field under this specification.
## Form C — Professional Referral Initiation
## Historical Form C proposal (canceled 2026-11-01)
The following field plan is retained only as historical evidence. It is not a task,
cutover dependency, or direction to create another Jotform.
Form C remains a separate future physical Jotform created from a blank form. Its initial, minimum-necessary specification is:
@@ -107,7 +126,7 @@ The following nine placements join the original seven in one live registry. Both
| `/es/aba-therapy` drawer | ES | Same shared drawer; live automatic/manual drawer | Form A / `consultation` | Spanish Jotform and fluent-language acceptance |
| `/es/autism-evaluations` drawer | ES | Same shared drawer; live automatic/manual drawer | Form A / `consultation` | Spanish Jotform and fluent-language acceptance |
| `/es/learner-social-club` drawer | ES | Same shared drawer; live automatic/manual drawer | Form A / `consultation` | Spanish Jotform and fluent-language acceptance |
| `/referrals` | EN | `FormShell.astro`, `logicalForm=referral`; inactive | Form C / future referral initiation | Create and verify Form C; no patient data in initial form |
| `/referrals` | EN | One `Refer a Client` external button; no local form | Existing hosted Jotform https://form.jotform.com/231638510219149, distinct from Form A | Confirm existing form's recipient/privacy/accessibility controls; no Form C |
English and Spanish service-page CTAs open their authorized live drawer with JavaScript, retaining their consultation-page navigation destination otherwise. They are not additional iframe placements. The same is true of homepage, services, FAQ and library consultation CTAs that resolve to those pages.
@@ -121,7 +140,7 @@ The current Tour CTA in `src/content/pages/en/tour.mdx` points to `/client-consu
4. Obtain intake/operations, clinical and privacy approval for the field set and approved service options. Obtain fluent English/Spanish review for all added presentation and error text.
5. Run separately authorized synthetic Jotform and Astro-iframe acceptance tests with no real patient data. Cover both locales, all service choices, validation/error states, no-JavaScript and keyboard behavior, confirmation, notifications, responsive sizes and direct hosted fallback.
6. Record acceptance separately from the owner-authorized default-live 16-route registry. Site deployment/cutover still requires release authorization; no further Form A build flags are required.
7. For Form C, separately authorize creation from a blank form, then verify its minimum fields, PHI protections, recipients, retention, hosted/iframe behavior and protected-workflow handoff before mapping `/referrals`.
7. For `/referrals`, confirm the existing hosted Jotform destination, permissions, response handling, patient-data privacy, staff recipients and operational suitability. Do not create Form C.
## Retained gates