You will need to activate the expiring insurance benefits reminder at least a week in advance of the 1st of the month. For example, let's say a patient's benefits expire in January. If you set your first attempt to 4 months prior, this reminder will go out in September. You will need to activate the campaign at least 7 days in advance of September 1st, which would be August 25th.
To activate the campaign, click "Expiring insurance benefits reminder" in the Campaigns tab.
After you select your timeline in the "Edit Settings" section next to each attempt, click the orange box that says "Paused."
This will turn the campaign to "Active." Then click "Save & Exit."