When Do Recommendations Appear?
Recommendations are usually triggered by how a member answers a question in a script (a dynamic flow used during activities). When a specific answer is selected—like “Yes” to needing transportation—a recommendation may appear, suggesting that you:
- Start a new activity (like a transportation assessment)
- Apply a goal (like Transportation Support)
- Send a referral
- Begin a care pathway
These actions are all configured in advance by your organization’s admin or builder. If your team has set them up, you’ll start seeing them show up automatically during your work with members.
Recommendations live on the member’s profile, and you can see them even after the activity is complete.