Treat intake as state machine
- Recent product analysis argues intake should be designed as a resumable state machine, not just digital forms, with explicit statuses and exception routing. - Key elements to build: adaptive questionnaires, pre‑visit verification (insurance/ID), sequenced assessments, and EHR‑native intake status flags. - That approach reduces manual touches and keeps intake data inside the record for downstream scheduling and clinician workflows (x.com) (ajmc.com)