docs(referrals): record owner-approved existing Jotform cutover workflow
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# Phase 9 — Preserve existing referrals link, retire Form C
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Date: 2026-11-01
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Status: Owner-approved page-routing decision; operational form acceptance and site cutover remain separate
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## Decision and live reference
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The current public [referrals page](https://www.azinstitute4autism.com/referrals)
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has a button-like **Refer a Client** link to
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`https://form.jotform.com/231638510219149`.
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The owner explicitly requests that the Astro migration preserve that direct
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hosted-form destination rather than implement a separate Form C.
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This overrides previous Form C referral-initiation planning. Earlier two-form
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contracts, form-creation batches and checklists remain historical evidence, not
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live instructions to create or launch a form. Physical Form B remains retired.
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Form A remains a separate single form at its 16 approved existing placements.
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## Code and publication behavior
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- `src/content/pages/en/referrals.mdx` retains its button-like CTA and source
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content; the CTA now links to the exact existing HTTPS Jotform URL with no
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tracking/prefill/query parameters.
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- `src/layouts/PageLayout.astro` no longer adds `FormShell` on `/referrals`.
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- The unused `referral` native-form mapping and type are removed. The existing
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`FormShell` is retained for applicable family consultation pages only.
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- No new iframe, Jotform script, webhook, provider integration, form ID, field,
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server POST, API origin, measurement, redirect or protected-data collection
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is added to the Astro site.
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- `/referrals` remains its own published route with existing title, canonical,
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body and SEO policy. The Form A allowlist remains unchanged and explicitly
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excludes `/referrals`.
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## Privacy and operational acceptance
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A live-page link is evidence of the intended **URL**, not proof of the linked
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form's configuration or compliance. The hosted form presently identifies
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itself as a program-consultation form and visibly asks for child and family
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details, so the form owner must confirm that this remains an appropriate
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professional-referral journey.
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Before cutover, the owner should verify the existing Jotform account's access,
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PHI handling, privacy settings, recipients and notifications, retention,
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attachments, integrations, confirmation behavior, accessibility and
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availability. Do not infer a new form's safe defaults from Form A's reviewed
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configuration. No account edits or submissions are authorized or performed
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by this repository change.
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## Regression acceptance
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For both default staging and indexing builds, `/referrals` must include one
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button-styled `Refer a Client` anchor pointing to the exact external destination,
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with no local lead form, `#form-title` fallback or Form A iframe. All other
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contact/consultation/landing routes retain their existing behavior.
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Updated unit/publication assertions cover the external link, removal of the
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inactive referral form, route mapping, and preservation of other form surfaces.
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These are source-level assertions until run by the repository owner or CI.
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No production deployment, DNS change, Jotform mutation or site cutover is
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included in this PR.
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