To refer members effectively, you’ll first need to create the external organization or service in Pear Suite.

Here’s how:

1. Go to the External Resources section from the green sidebar.
2. Click “+ Add Organization.”
3. Fill out key details:
   • Organization name
   • Description (what kind of support they offer)
   • Contact information
4. Add one or more staff contacts at the organization—these could be intake coordinators, case managers, or general email addresses.

Once created, this organization can now be used in referral templates.

Tip: Be descriptive in the organization name and summary so your team knows exactly who the referral is going to.