The Problem: Paper Intake and Consumer Tools Put PHI at Risk
A growing ABA therapy provider with clinics across North Carolina needed a web-based patient intake system. Parents were emailing insurance cards to a shared Gmail inbox. Intake coordinators photographed ID cards on personal phones. Session waitlists lived in Google Sheets without access controls. Every one of these workflows is a HIPAA violation waiting for an OCR complaint.
The clinic director had three non-negotiable requirements: parents must complete intake online before the first appointment, every byte of PHI must be encrypted and auditable, and the system must scale across multiple locations without duplicating patient records. Off-the-shelf form builders like Typeform and Jotform do not sign BAAs on standard plans. Generic WordPress plugins fail technical safeguard audits. The clinic needed a purpose-built, HIPAA-compliant web application — not a workaround.
Common mistakes at this stage include storing intake PDFs in Dropbox without a BAA, using Firebase or Supabase without HIPAA-eligible configuration, and logging form submissions to console output that captures patient names. We have documented these pitfalls in our 7 HIPAA mistakes ABA clinics make guide.

