If your organization is using Pear Suite for billing purposes, there are a few things you’ll want to make sure are filled out correctly when completing an activity.

Pear Suite allows you to generate claims based on activities, but only if certain fields are filled out properly. These include:

• Start and End Time: These must accurately reflect how long you spent with the member.
• Insurance Information: The member’s profile must include their current insurance details.
• Place of Service Code: This code tells the system where the service took place (for example, at home, in an office, or virtually).
• Modifier Code: Modifier codes give more details about how the service was delivered (like whether it was face-to-face or telephonic).
• Diagnosis Code: This is required to show why the service was provided.

If any of these are missing or incorrect, you may not be able to generate a claim—or the claim could be denied by the payer. That's why it’s important to double-check these fields during the activity, especially if you’re responsible for submitting claims.

In some cases, your administrator or builder may want these fields to be pre-filled whenever the activity is scheduled. To do this, go to the Templates section from the green sidebar, then open the Activities tab and select the specific activity template. From there, check the box that says “Mark Activity as Billable”. You’ll also see fields where you can enter default information like modifier codes, diagnosis codes, and place of service codes.

Setting this up at the template level ensures that all scheduled activities of this type will be marked billable automatically, helping to prevent missed claims or documentation errors. If you need help with this setup or want to review your current templates, your Customer Success Manager is always happy to help.