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What is a To-Do List and How Can I Change the Email Address
What is a To-Do List and How Can I Change the Email Address

To-Do List

Caleb Pilarski avatar
Written by Caleb Pilarski
Updated over a year ago

The To-Do List is an email that will be sent to you daily and contains a list of patients who are missing either a Phone Number or Email Address.  This is done so that you can obtain that important contact information for those patients.  

If you wish to edit the email address that the list is being sent to or would like to turn this feature off, you can head to the Gear Icon> AUTOMATION page. 

Under the "To Do List Automation" section you will see a Toggle Switch next to "To Do List Email".  Turn this switch to OFF if you would like to disable this feature, or to edit the email address, just update the current email address that is in the field. 


How to Adjust the To-Do List email in Mission Control

If you are on the Pro or Elite package, you will have access to the mission control feature. This allows you to control/filter through which notifications you want sent to your email.

To edit these settings:

  1. Select Mission Control> Settings

  2. Toggle on which notifications you'd like to include in the To-Do list email.

  3. Once enabled, you can add or remove any emails next to the recipient.

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