From Insight to Impact: Smarter Actions for Complex Care Coordination

Aligned for Impact:

New Actions that Reflect Real Care

Primary care teams often find themselves having to manage a patient’s care for multiple conditions and coordinate multi-step journeys that involve different care teams across different locations. At Pearl, we believe in the power of technology and patient insights to simplify that complexity.

The Pearl Platform helps primary care organizations succeed in value-based care by surfacing high-priority patients through timely alerts and enabling clinical teams to take the right action at the right time.

In particularly complex cases, while alerts make it easier to identify patients who are likely to need timely attention, there may be multiple potential care coordination steps that require contextual knowledge, clinical judgment, and care team collaboration. That’s why we evolved the way our customers can respond to alerts in the platform—making it more intuitive, more relevant, and more aligned with how care coordination actually happens. This update brings greater clarity, transparency, and ease to match everyday workflows.

Shaped directly by customer feedback, this experience reflects the core product values that guide how we build at Pearl: keeping patients at the center, making actions easy and meaningful, and simplifying what’s complex without losing what matters.

Building the Future of Healthcare Tech

Explore the product principles guiding Pearl in 2025—and how we’re shaping AI-powered, provider-first innovation.

From Feedback to Functionality:

Evolving How Teams Take Action

Earlier this year, our product and experience design teams set out to answer a simple question: Are we enabling care teams to take the right next step after surfacing clinical insights?

What we heard was clear: in many cases, the platform’s existing action options were working well—especially for straightforward workflows like scheduling wellness visits or transition of care visits. But for more complex care coordination scenarios, the available options sometimes failed to represent the full scope of the care coordination work taking place.

We’re alerting customers about patient cases that sometimes require more complicated, multi-step workflows — that made the need for clear, connected, and dynamic documentation more important than ever.”
We’re alerting customers about patient cases that sometimes require more complicated, multi-step workflows — that made the need for clear, connected, and dynamic documentation more important than ever.”

Customer research confirmed what was working—and pointed us toward areas for improvement. Through in-depth interviews, workflow research, and direct customer feedback via our customer success team, we set out to make action-taking more flexible, specific, and aligned with real-world care. Now, when responding to an alert—whether it’s for a hospital admission, a timely follow-up, or predictive risk—care teams will see a tailored list of response options that better reflect the context of each particular alert.

Dynamic-Actions_Graphics_-inline-2
If a provider receives a SNF alert, they’ll now see options like “clinical review needed” or “initiated care coordination” — not just generic choices. The system adapts to what’s actually happening.”
If a provider receives a SNF alert, they’ll now see options like “clinical review needed” or “initiated care coordination” — not just generic choices. The system adapts to what’s actually happening.”
Great care coordination requires judgment and context. Our job is to give teams the flexibility to document decisions as they unfold—not force them into boxes that don't fit.”

The result is a more intuitive way for care teams to document care—one that simplifies complex scenarios like post-discharge planning, care management enrollment, and wound care coordination, while building on the strong foundation that was already in place.

Better Tracking with “In Progress” Filtering

One of the most impactful improvements in this product release is the ability to track multi-step care coordination workflows—especially when resolution can’t happen immediately in a single outreach attempt or visit. To support clarity and coordination, we’ve grouped actions into three intuitive categories that reflect how care coordination unfolds in real life:
  • Complete: High impact actions that resolve an alert, like scheduling a visit or conducting a clinical check-in. These mark the alert as complete and flip the patient hex to blue.
  • In Progress: Mid-workflow steps, such as leaving a voicemail, awaiting input from another team member, or initiating a care plan. These move the alert into a new “In Progress” section of the Prioritized Patient List, to ensure those alerts are followed up on, and that patient care won’t fall through cracks.
  • Dismiss Alert: Used when a patient declines care, is unreachable, or is no longer under the care team’s management—removing the alert from their queue while preserving transparency across the care team.
This added structure makes it easier for teams to track progress, stay aligned on next steps, and ensure full loop closure on each patient case.
From Insight to Impact: Smarter Actions for Complex Care Coordination

A Step Forward in Coordinated,

Patient-Centered Care

This update is more than a product enhancement—it reflects how we build at Pearl: by listening closely, testing thoughtfully, and designing for real-world complexity.

Early ideas didn’t quite resonate, so we paused and reapproached with new research and feedback. That reset allowed us to build something that better supports the full complexity of care.”
Early ideas didn’t quite resonate, so we paused and reapproached with new research and feedback. That reset allowed us to build something that better supports the full complexity of care.”

We’re proud to see the impact this redesign is already having across our network—and excited to continue evolving how alerts function, how care journeys are supported, and how the Pearl Platform empowers teams to deliver better care, at scale.

Our providers are thrilled with this update. Thank you for listening to our feedback!”
Pearl Health Customer
Our providers are thrilled with this update. Thank you for listening to our feedback!”
Pearl Health Customer

We’re proud to see the impact this redesign is already having across our network—and excited to continue evolving how alerts function, how care journeys are supported, and how the Pearl Platform empowers teams to deliver better care, at scale.

Dylan Momaday-Leight

Marketing Intern, Pearl Health