Recommendations appear in a member’s profile based on how they answer specific questions during an activity (usually in a script). These prompts contain helpful notes or follow-up instructions tailored to the member’s needs.

You don’t “use” a recommendation in the traditional sense like clicking to launch a goal or activity. Instead, you read the recommendation and choose how to follow through manually.

Recommendations live in the Recommendations section of the member profile. Each one includes a description such as:

“The member reported transportation challenges. Consider assigning a transportation support goal or referring them to local ride assistance programs.”

These messages give you guidance based on your organization’s workflows—but it’s still up to you to take action elsewhere in the platform (like adding a goal, starting a referral, or updating the care plan).

Setting Up a Recommendation (for Admins and Workflow Builders)

To create a recommendation, you’ll need to set it up inside a scripted flow using answer actions.

Here’s how to set one up:

1. Go to the Templates section in the green sidebar.
2. Click into the Flows tab and choose a script.
3. Find the question where you want the recommendation to trigger.
4. Scroll to the Answer Actions section.
5. Click “Create Recommendation.”

You’ll now be asked to:

Select the Data ID of the question

Tip: Have the Data ID ready before you start—it helps you connect the logic correctly.

Choose Equal or Not Equal and select one or more answer choices.

Add a Recommendation Title that follows this format:

[Trigger or Need] → [Suggested Focus Area or Action]

Example: Housing Insecurity → Review Local Housing Support Options

Write a Description: This is the actual message the user will see. It can include:

• Follow-up instructions
• A list of housing providers
• Steps to take based on the member’s situation

You can add multiple conditions using AND or OR logic. This allows for fine-tuning when the recommendation appears. For example, if “Unstable Housing” or “Homeless” is selected, show the same recommendation.

Reminder: No actual action is triggered by a recommendation. It’s simply a helpful message shown at the right time.