Case Study

BSOM Intake
& Operations
Portal

Internal Operations Platform — Behavioral Solutions of Mississippi

April 1–6, 2026
Project Timeline

Designed, developed, and deployed a production-ready internal operations portal over a focused development cycle, with iterative testing and workflow refinement prior to internal rollout.

Solo Designer & Builder
Role
Internal Tool
Type

Transforming a fragmented, spreadsheet-dependent intake process into a centralized, database-driven operations portal — built entirely by an EA with a vision.

Referral Lifecycle Pipeline
Referral Interview Assessment Auth Services
Intake
Active
Ready
Clients Tracked
52
Active referrals
Staff Supported
28+
BCBAs & RBTs

Spreadsheets Can't Scale a Clinic

BSOM relied on fragmented spreadsheets to manage referrals, parent interviews, assessments, treatment plans, and service readiness across multiple clinics. Bottlenecks were invisible. Workflows were inconsistent. Intake coordination was a daily exercise in manual effort — and every gap in data was a gap in care.

A Purpose-Built Operations Portal

I designed and built a modular internal operations portal from the ground up — connecting a live Supabase database to a clean, responsive interface with real-time lifecycle tracking, operational dashboards, and role-based access. No external vendor. No budget for a SaaS tool. Just vision, resourcefulness, and code.

The result: a system that gave clinic leadership actual visibility into their pipeline for the first time — and gave staff a single source of truth for every referral.

Workflow Architecture

From Referral to
Ready for Services

01 Referral
02 Parent Interview
03 Assessment
04 Treatment Plan
05 Authorization
06 Ready for Services

Each referral moves through a defined lifecycle, tracked in real time against a Supabase backend. Staff can see exactly where every client stands — eliminating the follow-up emails, the missed steps, and the manual status checks that previously consumed hours each week.

Key Features

Built for the people
who run the clinic

01
Live Database Integration

Connected directly to a Supabase backend — every intake entry, status update, and pipeline change reflected in real time across all devices.

02
Pipeline Dashboards

Operational dashboards give leadership a live view of intake volume, bottlenecks, and referral progression — no spreadsheet formulas required.

03
Role-Based Access

Different views for different staff roles — intake coordinators, BCBAs, and clinic leadership each see what's relevant to their work.

04
Modular Architecture

Built with a modular interface that can expand as the organization grows — new operational modules can be added without rebuilding from scratch.

05
Responsive Design

Fully optimized for desktop and mobile use — staff can check intake status from anywhere, not just a desktop workstation.

06
Light & Dark Themes

Built-in theme support for accessibility and user preference — a small detail that reflects the care put into every aspect of the interface.

Technology Stack

Built lean.
Built to last.

Frontend
HTML / JS

Responsive interface built without heavyweight frameworks — clean, fast, and maintainable.

Database
Supabase

Live PostgreSQL backend with real-time subscriptions powering the intake pipeline.

Deployment
GitHub Pages

Zero-cost hosting with version control built in — deployed and iterable from day one.

AI-Assisted Dev
Claude + Codex

Leveraged AI tools throughout development to accelerate building and problem-solving.

Security & Data Privacy

Data protection
by design

Database
Row Level Security

Supabase PostgreSQL enforces RLS policies directly at the database layer — ensuring each user role can only read and write the records they're authorized to access.

Transport
HTTPS API Access

All client-database communication is routed through encrypted HTTPS endpoints. Referral data never travels over an unsecured connection.

Compliance
Minimal HIPAA Exposure

The system stores operational intake workflow data — not clinical treatment records. This deliberate data scoping reduces HIPAA surface area while fully supporting staff coordination and reporting needs.

Design Intent

Built to support the people who run the clinic — not to store what happens inside it. Operational data lives here; clinical records stay where they belong.

Outcomes & Impact
52
Client referrals
centralized
0
External tools
or vendors
Spreadsheet
tabs replaced
6
Pipeline stages
tracked live

From chaos
to clarity

  • Replaced manual spreadsheet tracking across multiple clinic locations with a single, centralized operations portal
  • Gave clinic leadership real-time visibility into the full referral pipeline for the first time
  • Enabled staff to monitor and update intake progress without relying on email chains or status meetings
  • Created a scalable foundation for future operational analytics, automation, and reporting
  • Demonstrated that internal tooling doesn't require an IT department — just the right mindset and resourcefulness