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What if your intake process guided people automatically?
A long form often asks people to understand your organization before your organization understands them. A guided path can ask one useful question at a time and respond to each answer.
- Look for
- Repeated eligibility questions, incomplete submissions, avoidable follow-up, and people choosing the wrong service.
- A useful next step
- Map the decisions a knowledgeable staff member makes during the first conversation.


