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🩺 Why this matters

Recommendations are a key part of collaborative care planning. The Recommendations block helps you:

• Share clinical suggestions without assigning tasks

• Link educational or community Resources to support next steps

• Invite the patient, client, or family to accept or decline each recommendation

• Understand reasons for declining, which can inform future planning

This promotes autonomy, encourages dialogue, and reduces assumptions about readiness or barriers.

🔍 Where to find it

• Go to the People tab

• Select the patient and relevant Action Plan

• Scroll to the Recommendations block

• Click + Add to make a new suggestion

🚀 What you can do in this section

🗣️ Share clinical recommendations
Use the Add button to suggest next steps like:

• “Attend the educational session this Friday”

• “Try taking your puffer before activity”

• “Explore caregiver support options”

📎 Attach supporting Resources
Link brochures, videos, or tools directly to the recommendation.

📬 Track responses and engagement
Each recommendation shows whether it’s:

• Accepted

• Declined (with optional explanation)

• Pending

📝 Copy text to EMR
Use the Copy as text option to paste recommendations into chart notes.

🧠 When to use Recommendations vs. Tasks

Use Case Recommendations Block Things to Do (Tasks) Block Suggesting a possible next step ✅ Yes ❌ No Assigning a task with due date ❌ No ✅ Yes Patient/family decision required ✅ Accept or Decline option ❌ Can only mark of if completed Tracking follow-through ✅ Accept/Decline status ✅ Task completion status Linking a Resource ✅ Yes  ✅ Yes

💡 Tip: Start with a Recommendation, then add a Task if it’s accepted and needs to be scheduled.

💡 Tips and things to know

• Use Recommendations to open up dialogue, not just issue instructions

• Declined recommendations can offer insights into barriers or preferences

• You can edit, remove, or copy recommendations at any time

• Think of this block as a space for clinical coaching, not compliance tracking

The Recommendations block helps make your care plan more person-centered—by aligning actions with what matters to the patient and family.