Automated Recalls: Analytics Guide

Recall Analytics gives you a clear view of how well your recalls are performing - who's still waiting, who's completed and who needs a manual follow-up. This guide explains what each section means and how to use it.

Jump to: Ongoing · Success · Unsuccessful · Excluded · Why It Matters

How to Access Recall Analytics

Log in to User Management Portal.
Select your practice name.
From the left‑hand navigation menu, choose Automated Recall.
Select the recall you want to review.
Click Analytics.

You'll see four categories, with live patient counts. Expand a category for a breakdown of where those patients are in their recall journey and download the patient list to review your population in more detail. Data updates daily, so a patient may move between categories as their status changes.

Use the red download icon (⬇️) within each category to export a spreadsheet of the practice population.

What Each Category Means

🟡 Ongoing

These patients appear in amber as they are in the recall queue. This includes:

Patients who have not yet received their first recall
Patients who are waiting for a follow‑up recall
Patients who have not yet completed the monitoring required for the recall to be marked as complete

Expanding this section breaks down how many patients have received 1, 2, or more recalls so far, so you can track their progress through the recall journey.

🟢 Success

These patients appear in green as they do not need to be recalled. This is because:

They received the recall and completed the required monitoring, or
They proactively attended and completed the monitoring before the recall was due, or
Their monitoring is not yet due

Expanding this section shows how many recalls (if any) were needed before the patient completed the task.

ℹ️ Note: 'Success after 0 recalls' means a patient wasn't due a recall at this time, not necessarily that they're up to date with their monitoring. Head to Patient View to see their exact status.

🔴 Unsuccessful

These patients appear in red as they did not complete the recall after the maximum number of attempts or could not be contacted. This includes:

Patients with missing or invalid contact details
Patients who have not consented to SMS or email contact
Patients who received all automated recalls but did not complete the monitoring

Exporting this list allows you to identify patients who may need a phone call, letter, or alternative contact method.

⚪ Excluded

These patients appear in grey as they match the exclusion criteria you've set up and have been intentionally excluded from the recall e.g. due to clinical appropriateness or practice‑level decisions.

📊Using Recall Analytics to Improve Outcomes

Recall Analytics helps you:

Identify non‑responsive patients who may need manual follow‑up
Understand success rates and how many recalls were required
Monitor daily progress as patients move between categories
Spot data quality issues such as missing contact details
Ensure patients are not missed or overlooked in the recall process

By regularly reviewing the Unsuccessful and Ongoing lists, practices can intervene early and improve overall recall completion rates.

📌Still setting up? If you haven't created your recalls yet, see our guide to Automated Recalls.