A single referral packet can contain a lot. Prescriptions, clinical notes, insurance cards, prior authorizations, delivery tickets — all merged into one long PDF, waiting for someone to sort through it page by page. For DME intake teams, that process takes time, creates room for error, and slows down every order that depends on it.

Curasev's Intake Worklist is designed to change that.

One upload. A structured starting point.

Instead of handing intake teams a long PDF and asking them to figure out what's inside, the Intake Worklist gives them a guided workflow from the moment a referral packet is uploaded. Documents get organized, key information gets surfaced, and the path to creating a sales order becomes a lot clearer.

It's the difference between digging through a stack of papers versus opening a folder that's already sorted.

Splitting documents by type

Most referral packets are a mix of different documents bundled into one file. The Intake Worklist helps identify and separate them — so instead of scrolling through 30 pages trying to locate the insurance card, staff can navigate directly to what they need.

Document types commonly found in a referral packet include:

• Prescriptions
• Clinical notes
• Insurance cards
• Patient demographics
• Prior authorizations
• Delivery tickets
• Additional supporting documentation

Organizing documents by type at the start of intake means teams spend less time searching and more time reviewing.

Surfacing the right patient information

Once documents are separated, the Intake Worklist helps pull out the information that matters most — patient demographics, contact details, insurance information, provider data, and other intake fields — and presents it in a structured format alongside the source documents.

Staff no longer need to toggle between screens or manually transcribe details from a scanned page. The information is already there, ready to review and confirm.

A clearer path to the sales order

With documents organized and patient information surfaced, the natural next step is creating the sales order — and the Intake Worklist supports that transition directly.

Rather than carrying incomplete or loosely assembled intake data into the order workflow, teams can move forward with a cleaner, more complete picture. That means fewer back-and-forths, fewer delays, and less risk of something being missed before an order is placed.

Staff stay in control throughout

The Intake Worklist is a tool, not an autopilot. Every step of the workflow keeps staff in the driver's seat — reviewing documents, confirming information, making corrections, and deciding when an intake is ready to move forward.

That matters in healthcare operations, where no two referral packets look exactly the same and accuracy isn't optional.

Why it makes a difference

Better-structured intake doesn't just save time at the beginning of an order — it reduces friction across the entire workflow. When documents are organized from the start, teams spend less time sorting. When patient information is already surfaced, reviews happen faster. When intake data is clean going into sales order creation, orders move through with fewer interruptions.

For DME providers, that adds up to:

• Faster intake review
• Less manual document sorting
• Clearer visibility into what's in each referral packet
• Earlier identification of missing or incomplete information
• Cleaner data entering the sales order workflow
• A smoother path from referral to fulfilled order

Built for how DME intake actually works

DME intake isn't just about reading documents — it's a workflow that touches patients, providers, payers, and compliance requirements all at once. The Intake Worklist is built with that complexity in mind.

By bringing document splitting, information extraction, and sales order preparation into one guided experience, Curasev helps intake teams move from scattered paperwork to organized, actionable data — and gives every order a stronger foundation from the very first step.