Recalls list & Dashboard

These 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.

The Recalls list

Where the Library is the catalog of what’s possible, the Recalls list is the inventory of what you’ve actually deployed. A recall shows up here once you’ve started configuring it or switched it on. It’s the page to check daily.

What you’ll see

At the top, five summary numbers cover your whole location:

• Active recalls — how many are running, out of the total in the catalog (for example “7/12”).
• Messages sent — the total sent, all time.
• Patients covered — patients currently enrolled in a running recall.
• Avg confirm rate — your average confirmation rate over the last 30 days.
• Chairs filled — the booking rate from recalls over the last 30 days.

Below that, each recall is a row showing its name, tier, goal, trigger, its segments with patient counts, how many messages it’s sent, its headline result, and when it was last active.

Each recall’s state

A coloured badge tells you the state of each recall at a glance:

• Active — running and sending right now.
• Paused — temporarily held; new patients aren’t being enrolled.
• Off — switched off (deactivated). Its history is kept.
• Draft — started but not yet activated.

How to find a recall

1. Go to Recalls.
2. Use the filters at the top to narrow the list — by state (Active, Paused, Draft, Off), tier, trigger, or goal.
3. Type in the search box to find a recall by name.

How to switch a recall on or off

1. Go to Recalls.
2. Find the recall and click its toggle switch.
3. The state flips immediately — a running recall turns Off (it stops enrolling new patients and stops sending), and an off recall turns back Active.

How to open a recall

1. Go to Recalls.
2. Click a recall’s row (anywhere except the toggle).
3. Where it takes you depends on the recall’s state:
   – An Active or Paused recall opens its Recall report. See Recall report.
   – A Draft recall opens wherever you left off — the Audience builder, Sequence builder, or Activate screen.

The Dashboard

The Dashboard is the cross-recall performance view for your location. Where the Recalls list answers “what’s running?”, the Dashboard answers “how is it all doing?” It’s the page to open once a week to see the big picture.

The sections

• Revenue — the revenue ELVA attributes to your recalls, plus revenue per message and collected balances. (Revenue figures depend on a connected practice management system; if one isn’t connected, you’ll see a prompt to connect it.)
• Headline numbers — Messages sent, Patients reached, and Active recalls.
• Trend chart — messages sent and converted per month, with the conversion rate as a line.
• Top recalls — your best-performing recalls for the period, each with its main result.
• By channel — performance broken down by email, SMS, voice, and human call.
• Recent activity — a running feed of meaningful events, like a patient booking from a recall.

How to change the time range

1. Open the Dashboard.
2. Use the time-range control at the top — 7 days, 30 days, 90 days, or Year to date.
3. Every section updates to the window you pick. The default is 30 days.

How to drill into a recall from the Dashboard

1. In the Top recalls section, click a recall’s row.
2. It opens that recall’s Recall report, already set to the same time range. See Recall report.