This article explains the Member Profile in Pear Suite, which acts as a central digital folder for each individual you serve. This profile allows you to understand member needs, track progress through various tabs, and manage all documentation and interactions in one organized location.

Step 1 – Access the member profile

1. Navigate to the Dashboard or the Members section on the left-hand green sidebar
2. Search for the specific member you wish to view
3. Click on the member's name to open their full profile and dashboard

Step 2 – Manage core member information and flags

1. View the member's name, contact details, and demographic information at the top of the profile
2. Click the edit button beside their name to update personal details
3. Manage insurance information:
   • Enter or update insurance provider details
   • Use the question mark icon to pull real-time details from the connected clearinghouse
4. Assign a team member to the profile using the Assigned User field
5. Add Member Flags to highlight critical information for the CHW (e.g., violence risk or infectious disease)
   • Note: Flags are for immediate awareness; for reportable data, use the Groups feature instead

Step 3 – Track activities and care pathways

1. Navigate to the Activities tab to view all past and upcoming visits
2. Schedule new activities or complete pending assessments directly from this view
3. Download activity reports:
   • Click the three-dot menu at the end of an activity row
   • Select View Summary to generate a PDF report
4. Review the Care Pathways tab to see the progress of multi-step member journeys and check off completed stages

Step 4 – Coordinate goals and referrals

1. Use the Goals tab to assign new objectives, track action steps, and mark goals as completed
2. Manage the Referrals tab to connect members with external organizations:
   • Track the status of sent referrals (Sent, Opened, or Completed)
   • Send new referrals via email or SMS using pre-built templates

Step 5 – Monitor health, billing, and consent

1. Use the Medications tab to maintain an active list of dosages and related care notes
2. Review the Claims Summary section to monitor billing:
   • View color-coded billing statuses and units used
   • Filter data by week, month, or year
3. Access the Consent tab to view and manage signed onboarding forms or program-specific agreements
4. Use the Review Requests tab to submit or track requests for additional billing units or administrative follow-up

Step 6 – Manage files, notes, and contacts

1. Upload and download important documentation (IDs, proof of service, etc.) in the Files tab
2. Review or add new case notes in the Member Notes tab
3. Organize the member's support system:
   • External Contacts: Add medical providers, caseworkers, or landlords
   • Family Members: Link the profile to other existing members within your organization and define their relationship