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Membership Anniversary notification

Create a report or alert for memberships renewing/expiring.

Based on the membership start date Hint has, it would be helpful to receive a notification of memberships that are approaching 12 months (or other stated expiration), so that we can contact patients about renewal, any change of terms for the coming year.

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Matthew Haden shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
completed  ·  AdminTasha at Hint (Head of Customer Success, Hint Health) responded  · 

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