Each person you serve in Pear Suite has a Member Profile. This profile is like a digital folder that keeps all of their information in one place, making it easy for you to understand their needs, track progress, and take action.

Once you click on a member's name from your dashboard or the Members section on the left green sidebar, you’ll enter their profile. The Member Dashboard is the first tab you’ll see—it provides access to all stored profile information across different sections.

What You Can Do from a Member Dashboard

From the member dashboard page, you can:

• View and update contact details and demographics, including member flags
• Schedule, review, or complete activities
• View the member’s calendar and assigned tasks
• Assign and track goals
• Send and track referrals
• Upload and view documents
• Track medications and claims summary
• Submit billing-related review requests
• Add family members and external contacts
• Collect and manage consent forms

Everything is stored neatly within the member’s tabs so your team can stay organized and up to date.

Member Dashboard Sections

1. Member Information
At the top of the profile, you’ll see the member’s name, contact details, preferred language, date of birth, and other demographic information. You can also:

• Click the edit button beside their name to update personal details
• View and edit insurance information; use the question mark icon to pull details from Pear Suite’s connected clearinghouse
• Assign a team member to the profile using the Assigned User field
• Add custom member flags to highlight important information for the CHW to know prior to an interaction, for example labeling members that are a violence risk, have a highly infectious disease, or for whom care is being mediated through a patient care advocate
  • Note: these are not reportable fields, for that use case groups should be used

2. Activities
View all past and upcoming activities for the member. You can also schedule new activities, complete assessments, and review documentation. From the three-dot menu at the end of each row, click View Summary to download the activity details as a PDF report.

3. Goals
Shows all the goals that have been assigned to the member. You can add new goals, check off action steps, and mark goals as completed.

4. Referrals
This section tracks all referrals made to external organizations. You can:

• View sent referrals and their status (sent, opened, completed)
• Manually create and send a new referral
• Use templates built under the External Resources section in the green sidebar You can choose to send referrals by email or SMS, depending on your organization’s settings.

5. Medications
This tab allows you to track the member’s current medications, dosages, and other related notes. It helps you maintain a full picture of their care needs.

6. Claims Summary Section
This view shows a summary of the member’s billing activity, including:

• Number of units used
• Billing status (color-coded for clarity)
• Ability to filter data by week, month, or year

7. Consent Section
Stores any signed consent forms, including onboarding or program-specific agreements. This ensures legal documentation is always accessible.

8. Files Section
Upload, view, and download any files related to the member—such as ID documents, proof of service, or signed forms.

9. Member Notes
This section stores all case notes entered by Users for the member. You can view, search, and add new notes directly here.

10. Care Pathways
Shows a list of all active care pathways for the member. You can see the steps that have been completed and those that are scheduled.

11. Review Requests
Use this tab to submit review requests—for example, to request additional billing units. These requests are visible to admins or supervisors for follow-up.

12. External Contacts
Add key external contacts connected to the member’s care—such as medical providers, caseworkers, or landlords. This helps improve coordination and documentation.

13. Family Members
Link related members by adding them under this section. You can select from existing members in your organization and define the relationship.

Every interaction you have with a member—whether it’s completing an activity, setting a goal, or sending a referral—automatically updates their profile. This makes it a living record of your support efforts and helps keep your whole team aligned.

If you're ever unsure where to find something or need help navigating a member’s profile, reach out to your Customer Success Manager for support.