There are four key roles associated with the PEAR portal:
An Organization Signatory is the officer or owner of the practice or provider organization who makes the PEAR portal access request on behalf of the organization at the Tax ID level.
An Organization Administrator is one of a maximum of two people at the provider organization who has unrestricted access to all licensed materials and license data including value-based arrangements delivered through the portal for your organization. They are responsible for provisioning access to the portal and to each application, as applicable, within the portal to end-users within a provider organization.
Location Administrators are assigned by the Organization Administrator and manage PEAR portal access at one or more provider locations.
Portal End Users are people in the practice or facility who are granted access to specific PEAR portal applications and roles as determined by the Organization Administrator or Location Administrator. For application-specific End User roles, see below.
After the organization is enrolled, designated Organization and Location Administrators within a provider practice or facility will utilize the
Provider Administration Tool (PAT) to support them with provisioning access to End Users for the portal and its applications. Administrators can see more on the Provider Administration Tool section of the
PEAR Help Center.
User Roles by Application
PEAR Comprehensive Visit
There are two PEAR CV user roles:
- Support Staff (non-credentialed providers):
- Filter and print eligible patient rosters to support patient scheduling
- Prepare and print the Pre-visit CV form or Point of Care CV form to enhance the patient encounter
- Enter the patient encounter details in CV forms, preparing form for the Credentialed Provider's attestation
- Print SOAP note (from the Completed CV form) for patient's medical record
- Credentialed Provider* (health plan participating credentialed provider):
- Perform all administrative tasks
- Attest forms for patients they have seen, which creates a SOAP note
- Amend and/or void completed PEAR CV form
*Entering the provider's individual NPI when provisioning for PEAR CV is required to grant them the ability to attest CV forms. Do not enter the NPI field while provisioning
access to support staff.
PEAR Analytics & Reporting
There are three PEAR AR user roles:
- Clinical: Access to the Population Health dashboard, Population Health reports, and Attributed Member Snapshot for Primary Care Physicians (PCPs).
- Financial: Access to the Financial dashboard and any financial or incentive program reports published through PEAR AR.
- Specialist: Has access to reports and dashboards designed for offices and groups with specialties other than Family Practice, Internal Medicine, and PCPs.
See more on PEAR portal end-user management key definitions and best practices
here.