Recall & Reminders

Getting started with Recall & RemindersThis article introduces Recall & Reminders — the part of ELVA that brings patients back automatically. It explains what a recall is, the goals a recall can have, how a recall runs from start to finish, and the first steps to launch your own.

Recall libraryThe Library is the catalog of ready-made recalls. It's where you start: browse the recalls every dental practice can use, see how many of your patients each one would reach, and click one to begin configuring it. This article covers what's in the library and how to start a recall from it. Recalls list & DashboardThese two pages are your day-to-day home base. The Recalls list shows every recall running at your practice and lets you switch them on or off. The Dashboard shows how all of them are performing together. This article covers both. Building & activating a recallEvery recall goes through the same three-step flow before it goes live: define who it reaches, design what it sends, then review and activate. This article walks through that flow end to end and focuses on the final Activate review screen, where you take a recall live. Audience builderThe Audience builder is where you define exactly which patients a recall reaches. You do it by chatting with Elva in plain language — no filters or query syntax to learn. This article explains the three panels, how segments work, and how to confirm an audience. Sequence builderThe Sequence builder is where you design the journey of messages a recall sends — which message goes out, on which channel, and how long to wait between each. Where the Audience builder defines *who* a recall reaches, the sequence builder defines *what* it does. This article explains how to build, s Recall reportThe Recall report is the deep-dive view for a single recall. Where the Dashboard answers "how is everything doing?", the report answers "how is *this one recall* doing?" This article covers its KPIs, the conversion funnel, and the four tabs. Message logsThe Message logs page is your record of every message and call a recall has sent. It's where you go to answer questions like "Did Mrs. Smith get our reminder?", "How did Mr. Patel reply?", or "What did the AI voice call say?" This article covers the list, the filters, and the detail panel. Human call queueThe Human call queue is the list of patients who need a personal call from your team. When the automated steps in a recall don't land — an unanswered AI voice call, an escalation, or a step that's designed to route to a person — the patient lands here with a ready-made script. This article covers ho Template libraryThe Templates page is where you manage the reusable message content your recalls send — the actual emails, texts, voice scripts, and human-call scripts. A template can be used by more than one recall, so you write it once and reuse it. This article covers browsing, creating, previewing, and testing Patient landing pagesA patient landing page is the page your patients see after they tap a link in a recall message — "Book your appointment" or "Confirm your appointment." It's the only patient-facing part of Recall & Reminders. This article explains what the patient experiences and how it reflects your settings. Brand & voice settingsBrand & voice settings control how your recall messages look and sound — your colors, your tone of voice, and how messages sign off. Set these once and every recall message and patient landing page follows them. This article covers what you can adjust and how.

Frequently asked questionsQuick answers to the questions front-desk staff and practice owners ask most about Recall & Reminders. Each answer points you to a fuller article when you want the details. Glossary of termsPlain-English definitions of the terms and on-screen labels you'll see across Recall & Reminders. Where a term has a fixed set of values, they're all listed.