video1.0<iframe src="https://www.loom.com/embed/c72aa13250b548699c39005987c0a280" frameborder="0" width="1820" height="1365" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>13651820Loomhttps://www.loom.com13651820https://cdn.loom.com/sessions/thumbnails/c72aa13250b548699c39005987c0a280-e5051efc44f88b02.gif280.551In this video, I provide an overview of our Pearsuite platform, focusing on how to manage member profiles effectively. I walk you through adding a member, linking external contacts, and documenting activities, including creating goals and recommendations based on member responses. I also highlight the importance of updating member notes and filling out claim details accurately. Please ensure to familiarize yourself with these features to enhance our member management process. Let’s work together to provide the best support for our members!