Clients dashboard
CNF tracking for active client engagements. Prospects are tracked on their own dashboard.
Active records
8
Due in 30 days
0
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.
Nothing urgent right now.
Upcoming deadlines by month
Active records over the next 6 months.
Records by workflow status
All records grouped by current state.