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 challenges?
• Are there any new services needed?

If you are doing follow-ups, it is usually best to use a script so you can trigger new referrals, goals, or activities based on what the member tells you.

Outreach activities are slightly different. These are used when you are trying to reach out to members who have not yet engaged.

If you are tracking outreach attempts separately (for example, if a health plan requires proof that you made six outreach attempts), you should create an outreach activity with questions that collect the information about the number of this particular visit(1-6 in this case) and whether it was successful/unsuccessful. This way, you can easily show how many times and in what ways you tried to reach the member.

If your outreach is simple and the method is the same every time (such as weekly phone calls), you can use a single, repeated activity and just update it each time you reach out.

Your organization may have a preferred way of handling outreach, but Pear Suite can support both separate and repeated outreach activities based on what works best for your reporting and billing needs.