R&D CNF Tracker

Clients dashboard

CNF tracking for active client engagements. Prospects are tracked on their own dashboard.

Open trackerAdd record
Active records
8
Due in 30 days
3
Due in 90 days
4
Submitted CNFs
0
Awaiting client info
2
Unknown prior claim
2
Precautionary CNF
3

Urgent actions

Deadlines within 30 days.

View all
ClientPeriod endCNF deadlineDaysRequirementWorkflowOwner
Northbridge Analytics Ltd
12345678
31 Dec 202530 Jun 202626 daysSubmit precautionary CNFAwaiting client infoPriya Shah
Tideway Pharma Group
20445566
31 Dec 202530 Jun 202626 daysCNF likely neededReady to submitHelena Wright
Tideway Pharma Group
20445599
31 Dec 202530 Jun 202626 daysCNF likely neededIn progressHelena Wright

Upcoming deadlines by month

Active records over the next 6 months.

Records by workflow status

All records grouped by current state.