This article explains generating a claim in Pear Suite and ensures that billable activities are documented correctly for reimbursement. Claims are automatically created when a billable activity is completed as long as all required details are entered.

Step 1 – Mark activity as billable

1. Navigate to the top right-hand corner of your active activity and click Finish
2. In the End Activity menu, locate the Mark as billable checkbox at the bottom of the Basic Details section
3. Select the checkbox to reveal the Claim Details section

Step 2 – Enter required claim details

1. Complete the required fields within the Claim Details section, which are marked with a red asterisk:
   • Insurance: Select the insurance provider intended for the claim reimbursement
   • Procedures and Modifiers: Choose the correct procedure code and any necessary modifiers for the service provided
   • Diagnosis: Select the diagnosis codes associated with the member's condition for this specific claim
   • Place of Service: Identify the location where the service was provided (e.g., Home or Telehealth)

Step 3 – Finalize and submit the claim

1. Review all entered data in the Basic Details and Claim Details sections for accuracy
2. Click the End Activity button at the bottom of the window
3. A confirmation toast will appear indicating the activity was completed successfully and the claim was generated

Important Note: Once a claim has been submitted, the claim detail section can no longer be edited or changed. It is important to review all details carefully before submitting to avoid errors or delays in processing. Ensuring all required fields are entered correctly before finalizing the activity helps prevent errors and delays in claims processing.