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Add client birthdays to calendar for case managers before renewals lapse

Add client birthdays to calendar for case managers before renewals lapse

Your client contact updates often arrive missing validated birthdays or mailing checks, causing missed anniversary outreach and mailing errors. Keep case managers and billing staff notified so outreach happens before renewals lapse.

Add client birthdays to calendar for case managers before renewals lapse

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Add client birthdays to calendar for case managers before renewals lapse