Update payment eligibility date for new referral items
Update payment eligibility date for new referral items
Referral records often lack a payment eligibility date, forcing finance to fix CSVs and delaying payouts. Fill eligibility dates automatically so billing and finance export accurate CSVs ahead of payout runs.
Overview
Missing or inconsistent eligibility dates force manual fixes and delay clinic payouts, creating extra work for finance and marketing ops. This flow calculates and writes the eligibility date as referral items are created, so billing and finance export accurate CSVs ahead of the next payout run.