Veritas Ratings · Onboarding · Runs in your browser only
CRM Stage Tracker
Load the CRM export to see which Intake and Awaiting Medical Records clients have a "Last Updated" date inside the last 7 days, by team member, and send each person their list of records to manually update. The ITF watch tab flags Intent to File deadlines under 90 days.
The file is read by JavaScript on this page and never sent to a server, an API, or an AI model. Refresh the page and the data is gone. DOB and city are ignored. Phone and email only appear in the messages to your team.
Or paste rows copied from Excel / the CRM (include the header row)
Load today's CRM export to get started
Use Upload CRM export (CSV) at the top, or paste the rows from Excel. Nothing appears until a file is loaded, and nothing leaves this browser.
- Export the client list from the CRM with the header row included.
- Upload the CSV, or open the paste box above and paste the rows.
- Use the Update tracker tab for records needing a manual update, and the ITF watch tab for Intent to File deadlines.
Columns it uses Last Name, First Name, Preferred Name, Stage in Process, Assigned To, Last Updated, Intent to File Date, Military Status, Current Rating
Stages in scope
Auto-selects anything matching Intake or Awaiting Medical Records Click to toggle.
Team members
Matches if every word appears in Assigned To, so "Chris Rose" also catches "Christopher Rose".
Current window
"Last Updated" only moves when someone clicks Manually Update in the CRM (fix coming in V2, Q1 2027). A stale date means the record needs a touch, not necessarily that outreach didn't happen.
By team member
Green is updated inside the window, red needs a manual update.
Client worklist
Oldest update first. ITF pill flags Intent to File dates inside the ITF watch window (see the ITF watch tab).
| Client | Stage | Assigned To | Last Updated | Days | Status | Military | Rating | ITF |
|---|
Send to each team member
Each block lists only that person's clients that need a manual update. Copy pastes into Outlook or Teams with clickable phone and email links. Add their email once and it's remembered in this browser; the "Open in email" link may not work in every app view, so Copy is the reliable path.
Team summary (for a group post)
Stages watched
Defaults to Intake, Awaiting Medical Records and Dead. Separate from the update tracker's stages.
Window
An ITF is good for one year from the filing date. ITFs that lapsed in the last 60 days stay on the list in red.
Assigned to
"Anyone" includes other owners and unassigned records.
ITFs expiring soon
Soonest expiration first. Intake and Awaiting Medical Records clients need the claim submitted before the ITF lapses to protect the effective date. Dead clients are a last chance to re-engage before it lapses.
| Client | Stage | Assigned To | ITF Filed | ITF Expires | Days Left | Last Updated |
|---|
Send ITF lists to each team member
Each block lists only that person's clients with an ITF inside the window. Copy pastes with clickable phone and email links. Uses the same emails and sign-off as the update tracker.