Specify what a complete intake needs to achieve
Use the CPSO policy when the clinical team identifies the information necessary for assessment. Then design intake to support that purpose. A long questionnaire is not necessarily a useful history, and a required field does not guarantee that its answer is accurate.
Ask the doctor to review a fictional completed intake before configuration is considered ready. Include uncertain medication details, a missing document, and a patient who cannot answer one question. Determine what requires clarification and how the team obtains it.
Keep the difference between administrative completeness and clinical sufficiency visible. Support may help a patient upload a file, but should not decide that the contents are enough for a medical judgement. Avoid collecting additional health details simply to make the form look comprehensive. The intake should make the professional assessment easier while giving the patient a clear explanation of why information is requested.