What’s New This Release

Manage User Scheduling Directly from User Management

Admins can now access a user's scheduling settings directly from the User Management table.

From the new User Scheduling column, admins can:

• Open a user's scheduling configuration
• Update availability
• Copy and share scheduling links

This makes it much easier to manage schedule changes, coverage, and availability without navigating through multiple pages.

Members Can Reschedule or Cancel Their Own Appointments

Scheduling links now allow members to manage their appointments themselves.

Using the secure link included in their confirmation email or SMS, members can:

• View appointment details
• Reschedule to another available time
• Cancel an appointment
• Receive confirmation after making changes

For staff, schedules update automatically when appointments are changed or canceled, and all updates are logged for visibility.

Expanded ERA Data for Better Billing Visibility

Additional ERA (Electronic Remittance Advice) information is now available directly within Pear Suite.

This includes expanded payer details that support:

• Medicare coordination of benefits (COB)
• Improved reconciliation
• Better visibility into payer processing

Quick Search from Anywhere in Pear Suite

A new Quick Search bar has been added to the top navigation.

From anywhere in the platform, users can quickly:

• Find members
• Navigate to pages
• Jump directly to frequently used areas

This reduces the number of clicks needed to move around the platform and makes navigation much faster.

Improved Diagnosis Code Management

Diagnosis Code selection has been redesigned to support larger code libraries and faster searching.

Organizations can now choose between:

• Using their own custom diagnosis code list
• Enabling the full system-wide diagnosis code catalog

Additional improvements include:

• Searchable diagnosis codes throughout the platform
• Consistent diagnosis code selection across activities, member profiles, and documentation
• Faster performance, even with very large diagnosis code datasets

Cross-Organization Activity Scheduling

Organizations using Hub structures can now manually schedule activities across organizations.

When enabled on an Activity Template:

• Users can schedule work into another organization where the member already exists
• Activities can be assigned to individual users, assigned users, or user groups in the destination organization
• Activities appear in the destination organization's workflows and assignments

Cross-organization activities must be scheduled for a future date and cannot be started immediately.

Tag-Based Access Control for Member Documentation

Organizations can now control access to Notes and files using tag-based visibility rules.

Admins can configure role-based access so users only see documentation they're authorized to access.

Supported content includes:

• Notes
• Note Templates
• Member Files

These permissions apply consistently across:

• Member profiles
• Exports
• APIs
• Editing and deletion actions

This enhancement helps organizations securely manage sensitive documentation while maintaining a shared member record.