Recall library

The 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.

What the library is for

Rather than building outreach from a blank page, you pick a recall that’s already designed for a common dental need — overdue cleanings, appointment confirmations, unpaid balances, lapsed patients — and tailor it to your practice. Each library card shows you what the recall does, why it matters, and an estimate of how many of your patients it would reach right now.

You can also build a recall from scratch with Create custom if none of the ready-made ones fit.

What’s on each card

Every recall in the library shows:

• Its name and description — what it does, in plain language.
• Why it matters — the dental and business reason behind it.
• Its tier — Essential, Clinical, or Growth (see below).
• Its goal — for example Book appointment, Confirm appointment, or Collect payment.
• Its trigger — Scheduled, Event-triggered, or Hybrid, with a plain-English rule like “Every 6 months since last hygiene visit”.
• Its channels — Email, SMS, AI voice, and/or Human call.
• An estimated patient count for your location.
• Its segments — the patient groups it’s pre-built to target (for example, Standard patients, Implant patients, Perio maintenance).
• Its current state — whether it’s already active, in draft, or not yet started.

The three tiers

Recalls are grouped into three tiers, shown as a badge and a filter:

• Essential — core recalls every practice needs, like Appointment confirmation, Hygiene recall, Annual comprehensive exam, Treatment plan follow-up, Patient reactivation, New patient onboarding, No-show follow-up, and Outstanding balance reminders.
• Clinical — recalls that involve clinical judgment, like Post-operative follow-up, Multi-visit treatment completion, Orthodontic monitoring, Oral cancer screening, and Pre-medication reminder.
• Growth — revenue-focused outreach, like Cosmetic service refresh, Insurance & benefits utilization, Birthday & patient appreciation, Patient referral program, and Waitlist & cancellation fill.

Finding the right recall

How to filter and search the library

1. Go to Library.
2. Use the tier filter at the top — All, Essential, Clinical, or Growth — to narrow by tier.
3. Use the trigger filter — All, Scheduled, Event, or Hybrid — to narrow by when a recall fires.
4. Type in the search box to find a recall by name, description, or why it matters.

Starting a recall

How to configure a recall from the library

1. Find the recall you want and read its Why this matters note and segment list.
2. Click Configure on the card.
3. You’re taken to the Audience builder, where you define exactly which patients it reaches. See Audience builder.
4. From there you’ll move on to the Sequence builder and the Activate screen. The whole flow is described in Building & activating a recall.

How to resume a recall you started earlier

1. Go to Library.
2. A recall you began but didn’t finish shows Resume draft instead of Configure.
3. Click Resume draft — it picks up exactly where you left off, whether that’s in the Audience builder, the Sequence builder, or the Activate screen.

How to build a custom recall

1. Go to Library.
2. Click Create custom.
3. You’re taken to the Audience builder with a blank slate — describe the patients you want to reach and Elva builds the segments with you.

What the library does not do

The library is only where you start a recall. You won’t edit message content, switch recalls on or off, or see performance here — those happen on the Recalls list, the Sequence builder, the Template library, and the Recall report. Clicking a card simply begins (or resumes) configuring that recall.