Notify billing team of upcoming invoice and claim dates

When billing dates for claim records fall near holidays, your billing staff can miss issuance windows. Get a morning alert so your coordinators prepare claim documents ahead of the next payment run.

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Overview

Missing claim issuance around holidays causes late bills and extra chase work; this daily morning check finds upcoming billing dates and surfaces matching CRM claims to your billing coordinators. The team receives a concise alert each morning so claim documents are prepared ahead of the next payment run.