Recommendations are a simple yet powerful tool in Pear Suite. They appear as text-based guidance in a member’s profile, helping you and your team stay on track and take thoughtful next steps based on the member’s needs.

To make the most of recommendations:

• Use them as a cue, not a command: Recommendations are meant to suggest what to do next—not do it for you. Think of them like a helpful checklist or reminder note that appears only when needed.
• Read the description carefully: This is where the full guidance lives. It might include follow-up steps, a list of community partners, or ideas for additional support. The better your description, the more helpful it is during real-time visits or follow-ups.
• Don’t ignore them: If a recommendation appears, it means the member said something important in a previous activity. It's likely related to their eligibility, needs, or a program requirement—so it’s worth reviewing and acting on manually.
• Dismiss when no longer needed: If you’ve already followed up or the recommendation doesn’t apply, go ahead and dismiss it from the profile to keep things tidy.

For Admins and Workflow Builders:

If you're setting up recommendations:

• Write titles that are short, clear, and easy to scan (e.g., Unstable Housing → Review Housing Resources)
• Use the description to list next steps or relevant resources—make it as actionable as possible, while staying flexible
• Avoid overloading users with too many recommendations for low-impact answers. Use this tool for meaningful follow-up opportunities
• Keep the logic clean: Use targeted answer choices, and don't stack too many conditions unless truly necessary

Remember: a recommendation is not an action. It’s a note that supports action by the care team.

If you want help writing better recommendations or configuring them in your flows, your Customer Success Manager can assist with templates, logic setup, and best practices from other teams.