Overview

This guide provides a step-by-step workflow to help you deliver CS Housing services on Pear Suite, from member intake to claims submission. It complements your Housing Quick Reference Guide by showing how to complete each step directly within the Pear Suite platform.

Step 1: Add a Member via CS Imports

Navigate to the Member Import section.

• Use the CS Housing Import Template to upload member data.
• If an error occurs:
  • Download the Error Report.
  • Fix the errors in the import file and re-upload.

Step 2: Initiate the Homelessness Screening

Go to the member’s profile.

• Click + Add Activity and select Homelessness Screening Questionnaire.
• Complete and submit the activity.

Based on the screening responses:

• A Goal and Recommendation may be triggered.
• The recommendation may include an attached action prompting the next step: CS Housing Trio Eligibility.

Step 3: Complete Housing Trio Eligibility Screening

This can be triggered automatically or added manually from the + Add Activity menu.

• Enter responses carefully. They will determine the scheduling of intake activities.

Step 4: Fill Out the CS Housing Intake Form

Choose the relevant intake activity:

• Transition & Navigation
• Housing Deposits
• Tenancy & Sustaining Services

You can reach this step via:

• A triggered Care Pathway,
• Recommendation with an attached action, or
• Manual addition via the + Add Activity button.

Step 5: Conduct Income & Expenses Screening

After the intake, schedule Income & Expenses Screening.

• This helps determine financial readiness and reporting accuracy for service eligibility.

Step 6: Trigger the Support Plan Activity

Schedule the Support Plan Trigger activity from the + Add Activity menu.

• This will automatically add all Housing-specific goals to the member's Care Plan.
• Once populated, navigate to the Care Plan section in the member's profile and click Download Care Plan to export it as a PDF.
• You can attach this PDF to your Authorization Packet when submitting to the health plan.

Step 7: Pre-Authorization Readiness Checklist

Complete the Pre-Authorization Readiness activity.

• Ensure all documentation is uploaded and eligibility conditions are met.

Step 8: Log Authorization Confirmation

Once approved by the health plan, use the Authorization Confirmation activity.

• Enter:
  • Authorization Type
  • Authorization number (if available)
  • Date of authorization
  • Expiration Date

Step 9: Deliver and Log the Service – Service Assistance & Tracking

Use Service Assistance & Tracking workflow to document service delivery (e.g., housing navigation, deposit paid, tenancy support).

• Upload receipts or documentation, if applicable.

For non-standard or additional encounters, use:

• CS Housing Follow-Up activity

Step 10: Manually Add Activities (if needed)

If Care Pathway or Recommendations don’t trigger the next activity:

• Click + Add Activity on the member’s profile.
• Select the correct activity manually.

Step 11: Prepare for Claim Generation

For all billable activities, enter the following fields:

• Time Period of Service
• HCPCS Code and Modifier
• Diagnosis Code(s)
• Place of Service
• Insurance / Health Plan

If all fields are entered correctly, Pear Suite will auto-generate a claim.

Step 12: Resolve Claim Errors (if any)

Go to the Claims tab.

• Hover over any error to view its description.
• Use the Pear Suite Help Center to troubleshoot error messages.
• Once the issue is fixed, the claim can be generated again.

Steps for Generated Claims:

• Mark the Claim ready for screening.
• Approve the Claim and sent it to the health plan.

Pear Suite Support Resources

• User Guide & Training: www.pearsuite.helpjuice.com
• Platform Overview Video: Pear Suite Notion Overview
• Support: support@pearsuite.com
• Billing Help: billing@pearsuite.com