The Member Files section in a member’s profile provides a secure, HIPAA-compliant space to store and manage files associated with an individual. This section is highly flexible and supports a wide range of file types (PDF, JPEG, PNG, CSV, etc.). 

Common use cases include:

• ID documents.
• Consent forms.
• Completed questionnaires.
• Transcripts of external phone calls.
• Any other documents tied to the member’s care or program participation.

Uploading Files

1. Navigate to the Member Files section of a member’s profile.
2. Click the + File button in the top right corner.
3. In the Upload Files modal, select files by either:
4. Clicking in the “Select Files” area to open your device’s file finder.
5. Select the files  for upload or drag and drop files into the modal.
6. Enter metadata for the file(s):
   • Title (required): This is the display name shown in the member’s profile.
   • Description (optional).
   • Tags (optional, if tags are configured for the organization).

Tip: If uploading multiple files, you can choose to apply the same metadata to all files or enter unique metadata for each file.

Managing Files

Once uploaded, files display in a table with the following columns:

• Name: Title entered during upload (not the original file name).
• Tags: Displays any tags applied, or blank if none are available.
• Upload Date: Date and time the file was uploaded.
• Actions: Available options for interacting with the file.

File Actions

In the Actions column, users have three main options:

1. Preview a File

1. Select the View (blue eye icon).
2. A preview modal will open directly within Pear Suite.
3. From this modal, you can:

• Download (down arrow into bracket icon).
• Open in New Tab (square with arrow icon).
• Close Preview (X icon).

2. Edit File Information

1. Select the Edit (green pencil icon).
2. Update the file’s Title, Description, or Tags.
3. Click Update to save changes.

Note: Only the Title and Tags display in the Member Files list. The Description is only visible in the Edit modal.

3. Delete a File

1. Select the Delete (red trash can icon).
2. Confirm in the “Delete File” modal.

Once deleted, files cannot be restored and must be re-uploaded if needed.

Navigating Files

The Member Files section includes tools to help you quickly locate and browse files once they’ve been uploaded:

Search

• A search box (magnifying glass icon with “Title…” placeholder text) is located at the top of the Member Files section.
• Use this box to search by characters in the Title of files.
• Results filter in real time as you type.

Pagination & File Count

• At the bottom right of the Member Files section, you’ll see a file count (e.g., “1–10 of 32”).
• The system displays up to 10 files at a time.
• If more than 10 files exist, use the arrows in this section to toggle between groups of 10 until you reach the file you’re looking for.

Key Notes

• The Title field is required and is the only information displayed in the file list by default.
• All file types are stored securely and remain tied to the member’s profile.
• Deletion is permanent. Ensure you confirm before proceeding.