📺 Watch the video
Want a quick walkthrough?
👉 Click here to watch the video
🩺 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.