Nevadit Chaudhary
nevadit@pearsuite.com
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What is a Flow?
Published May 5th, 2025 by Nevadit Chaudhary
Inside every activity, there is something called a flow. A flow is simply a list of questions, forms, or steps that guide what happens during your visit with the member. You can think of the flow as the roadmap for your conversation. It tells you what to ask, what information to collect, and sometimes even what action to take next based on the membe
Understanding Scripts and Assessments
Published May 5th, 2025 by Nevadit Chaudhary
When you open a flow inside an activity, you will either be working with a script or an assessment.Understanding the difference between the two will help you feel more comfortable using the platform. A script is a guided conversation tool. It feels like a back-and-forth dialogue and is designed to help you adjust your conversation depending on what
How to Create a New Activity Template
Published May 5th, 2025 by Nevadit Chaudhary
Once your flows are ready, you can create a new activity template. An activity template brings everything together. It tells Pear Suite which flows should be included during a visit, whether it should be marked as billable or not, and how the activity should appear when scheduling. To create an activity template, you would go to the Activities tab i
Follow-up and Outreach Activities
Published May 5th, 2025 by Nevadit Chaudhary
Sometimes, you’ll be working with members over time—not just one visit.Follow-up activities are used to track ongoing progress, check in on goals, or identify any new needs the member may have. Follow-up activities should always be structured carefully. They often include questions like: Has the member made progress on their goal? Are there new chal
How to Create a Flow in Pear Suite
Published May 5th, 2025 by Nevadit Chaudhary
Creating a flow is about deciding what questions need to be asked during an activity and in what order. To create a new flow, you would go to the Flows tab inside the templates section. You can build it from the Builder section as well. From there, you can choose whether you want to create a script (for a guided conversation) or an assessment (for
Pear suite Glossary
Published January 24th, 2025 by Nevadit Chaudhary
This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All A C D E F G P R S Accepted The payer has received and acknowledged the claim. Activity An Activity in Pear Suite is a recorded interaction or service provided to a Member. Activities
Creating Activities in Pear Suite
Published April 25th, 2025 by Nevadit Chaudhary
Activities are one of the most important parts of working inside Pear Suite. Whenever you are working with a member—whether it's an in-person visit, a phone call, or a virtual meeting—you'll document it as an activity.Think of an activity like the folder for a visit: it organizes everything you need to ask, record, and complete during your time with