What Are "Recommendations"
Recommendations help you get information automatically, so you don't even have to look for it. They surface relevant reference materials, such as similar past cases or documents on possible differentials, without requiring a manual search.
When you process a visit, recommendations can appear directly in your workspace to support your decision-making.
Automatic Recommendation Options
1. Similar Cases
This option automatically identifies and displays a past case from your history that closely matches the one you’re currently reviewing.
It can help you:
Recall how similar cases were handled.
Compare outcomes or notes for consistency.
Save time finding precedent cases.
2. Recommended Documents
This option automatically suggests documents you or your team have uploaded that are relevant to the case you’re currently working on.
For example, it might surface your own:
Differential diagnosis guides
Treatment protocols
Reference handouts or educational materials
These recommendations are context-aware and appear automatically as you process a case, helping you quickly access and reuse the resources you’ve already built.
Enabling Recommendations in Your Settings
To enable recommendations:
Open your User Control Settings.
Scroll down to the Automatic Recommendations.
Toggle on:
Similar Cases, and/or
Recommended Documents
4. Scroll back up and click save.
Once enabled, applicable recommendations will start appearing whenever you process a visit or open a relevant case.
Interacting with Recommendations
You can access past recommendations for each visit here:
There are several ways to interact with recommendation notifications:
View the source visit: See which visit the recommendation originated from.
View detailed information: Expand the notification to read additional context. In this example, it references a similar case, with listed similarities.
Copy or explore source data: Copy the recommendation text or open the data source behind it. In this example, the source is another visit.
