Templates in Pear Suite help you build reusable tools for your team to use across members, workflows, and programs. Instead of starting from scratch every time, you can create templates that pre-fill forms, questions, goals, and referrals—saving time and ensuring consistency.

All templates are managed from the Templates section on the left-hand green sidebar.

You can also begin a build or edit an existing one from the Builder section. This view allows you to select or update any existing template and adjust it to match new needs or program changes. Whether you're refining a goal, updating an assessment, or building a full care pathway, the Builder offers a streamlined way to manage everything in one place.

The template section includes tabs for:

• Activities – Define the structure of a member visit or task
• Flows – Create questions that get asked during activities (scripts or assessments)
• Goals – Predefined goals with action steps and domains
• Referrals – Prewritten referral messages sent to members or external partners
• Notes – Templates to guide consistent note-taking
• Emails – One-click email templates for outreach or follow-up
• Care Pathways – A series of activities configured to be completed in a set order for complex member journeys

You can edit or delete templates at any time, and changes will only affect future use—not anything already completed or in progress.

For help designing your templates or deciding which format is right for your program, contact your Customer Success Manager.