This article explains how to properly document activities for billing purposes within the Pear Suite Platform. Ensuring that specific billing fields are completed correctly is essential for generating valid claims and preventing reimbursement denials.

When your organization uses Pear Suite for billing, activities must be accurately documented to meet payer and program requirements. Claims are generated based on the data entered during an activity, so double-checking key fields like time, insurance, and codes is a critical part of the workflow.

Step 1 – Complete required billing fields

1. Open the activity and ensure the following fields accurately reflect the service provided:
   • Start and End Time: These must reflect the actual duration of the visit to ensure the activity is valid for billing.
   • Insurance Information: Verify that the member’s profile contains their current insurance details before finalizing.
   • Place of Service Code: Select the correct code to indicate where the service occurred (e.g., Home, Office, or Virtual).
   • Modifier Code: Provide details on how the service was delivered (e.g., face-to-face or telephonic).
   • Diagnosis Code: Enter the appropriate code to document the medical or social necessity of the service.
2. Double-check these fields for accuracy to avoid claim rejections from the payer.

Step 2 – Configure billing defaults in templates

1. To save time and ensure consistency, administrators can pre-fill billing fields at the template level.
2. Navigate to the Templates section in the green sidebar and select the Activities tab.
3. Select the specific activity template you wish to configure.
4. Locate and check the box labeled Mark Activity as Billable.
5. Enter default information for the following fields:
   • Modifier codes
   • Diagnosis codes
   • Place of service codes
6. Save the template changes; these defaults will now appear automatically whenever this activity is scheduled, though they can still be edited during the actual visit if needed.