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Creating and Managing Care Pathways

Effective care pathways to streamline workflows.

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Table of Contents

Step 1 – Access the care pathway templates Step 2 – Initiate and name your pathway Step 3 – Configure pathway steps Step 4 – Set timing and responsibilities Step 5 – Save and deploy the pathway

This article explains how to create and manage care pathways in Pear Suite to guide members through structured, multi-stage service journeys. Care pathways automate the sequence and timeline of member activities, ensuring a consistent roadmap for long-term or complex programs.

Step 1 – Access the care pathway templates

  1. Open the Templates section from the green sidebar on the left.
  2. Select the Care Pathways tab from the top menu.

Step 2 – Initiate and name your pathway

  1. Click the + Add Care Pathway Template button in the top right corner.
  2. Enter a descriptive name for the pathway in the Enter Care Pathway Template Name field.

Step 3 – Configure pathway steps

  1. In the Initial Step block, click the Activity Template dropdown to select your starting activity.
  2. To build out the sequence, click + Add new step to add follow-up activities.
  3. Continue adding steps for as many touchpoints as your program requires (e.g., a 30-day post-discharge series).

Step 4 – Set timing and responsibilities

  1. For each step, configure the Schedule Type to determine the timing:
    • Select Immediately for activities that should launch as soon as the member is enrolled.
    • Choose an interval (e.g., 3 days or 1 month) for activities that should trigger later in the journey.
  2. Use the Responsible User dropdown to assign the task to a specific user or the member's assigned user.

Step 5 – Save and deploy the pathway

  1. Review the sequence and timing of all configured steps.
  2. Click Save Changes in the top right corner to finalize the template.
  3. Pathways can now be manually started from a member's profile or triggered automatically through Answer Actions in an activity script.

 

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