Generate possible focus areas for the full plan
Request suggestions while viewing the current plan so the output can respond to the work already recorded instead of starting from an empty, generic prompt.
Generate possible plan directions.
Decide what belongs yourself.
Use available client context and the current improvement plan to generate possible focus areas or strategies, then review, edit, select, or dismiss each suggestion before it enters the plan.
What it helps you do
Get past the blank plan without treating generated text as a care decision.
Smart Recommendations can produce several possible focus areas for the plan or strategies for one selected focus area. The provider sees the suggestions first and chooses whether any of them are accurate, useful, and appropriate for the current client.
Generate strategies for one focus area
Open a specific focus area and ask for possible approaches tied to that topic, keeping the recommendation close to the part of the plan it would affect.
Use the client context already available
The feature can use supported client information available to the provider, including the current plan and other relevant context, while accepting that records may be incomplete or out of date.
Compare several options before adding anything
Suggestions appear as separate selectable cards. Nothing enters the plan until the provider chooses an item, and an unhelpful option can be ignored without changing the client record.
Edit the wording and care direction
Generated recommendations may be incomplete, inaccurate, or unsuitable. Providers can change the selected text and are responsible for checking it against the client conversation and professional judgment.
Keep the suggestion out of automatic approval
Adding a recommendation creates plan content for provider review; it does not approve assignments, make them available to the client, or replace the separate plan approval workflow.
Use AI to produce options, then make the plan your own.
Start free to try Smart Recommendations inside the Plan Designer, or request a demo to see exactly what is generated and what remains under provider control.