IVDR technical documentation guidance released by Team-NB (updated 2026)

If you are still undecided on which Notified Body (NB) to choose or you are in the early stages of development, Team-NB has just released this best practice guidance Guidance for the Submission of the IVDR Technical Documentation under Annex II and III. This is a must-read for anyone in this position!

By following this unified approach, manufacturers can ensure that their IVD technical documentation meets the regulatory requirements of the IVDR, regardless of which NB they eventually choose.

However, if you have already selected a NB, it is important to remember that each NB will have their own specific guidance and nuances that need to be taken into account when preparing your IVDR technical documentation. Nonetheless, this guidance document is a great starting point and can help ensure that your technical documentation is of a high standard, regardless of which NB you choose.

Medical devices have to meet strict regulatory requirements to ensure their safety and performance. In Vitro Diagnostic (IVD) medical devices are no exception, and their manufacturers must demonstrate conformity to General Safety and Performance Requirements (GSPR) through technical documentation.

To ensure a unified approach to IVDR technical documentation submissions, Team NB members reviewed best practice guidance documents submitted by individual notified body members. The result is a comprehensive guidance document aligned with the In Vitro Diagnostic Medical Devices Regulation (EU) 2017/746.

IVDR Technical Documentation Submission

Manufacturers of all classes of IVD medical devices must prepare technical documentation that demonstrates conformity to GSPRs according to the EU IVDR 2017/746. The technical documentation must reflect the current status of the IVD medical device through application of the manufacturer’s Quality Management System (QMS). It must be prepared in a language acceptable to the reviewing organization, whether it be a notified body or regulatory authority.

The IVDR technical documentation reflects the status of the IVD medical device at a particular moment in time, such as the moment of premarket submission or when requested for post-market purposes.

MDx CRO can help you prepare high-quality IVDR technical documentation that meets the expectations of Notified Bodies and ensures compliance with the IVDR

Highlights of Team-NB guidance

Team-NB is an organization dedicated to promoting transparency and harmonization among notified bodies in Europe, which is a fundamental aspect for the development and certification of medical devices. You can see in their member page which Notified Bodies are part of Team-NB. The largest Notified Bodies are all represented.
The group supports the implementation of new regulations and provide guidance documents to ensure all members are meeting the same high standards of quality and compliance – essentially ensuring there is a level playing field when it comes to Notified Body expectations for compliance.

Key points to consider in your submission

Incomplete submissions and lack of cohesive structure of the IVRD technical documentation are the most common reasons for delays in technical documentation reviews by notified bodies. To avoid delays and improve submissions, manufacturers should consider the following practical points:

  • Communication with the notified body before an application is lodged: Manufacturers should clarify the language requirements, documentation labelling requirements, and submission methods with their notified body. General administrative information about the manufacturer should be provided in the technical documentation, including legal manufacturer name and address, EU Authorized Representative, and subcontractors’ location, EMDN coding, NANDO coding, and whether the device is made available to the market through distance sales.
  • IVDR Technical documentation submission: The technical documentation must be presented in a clear, organized, readily searchable, and unambiguous manner. It must include regulatory references to the applicable regulatory requirements of the EU IVDR.
  • The most recently updated comprehensive reports (including clinical performance studies) and data should be included. Abbreviated or partial test reports are not considered acceptable. Verification reports should be complete.
  • The technical documentation must document how the manufacturer ensures compliance with every applicable GSPR. Information duplication for multiple documents, such as device description, should be correct throughout all areas where this information is duplicated.
  • The data in the technical documentation must be consistent with the data provided in the respective application forms. Valid justifications should always be provided or accompanied where there are deficiencies in the requested data.
  • As part of the technical documentation referred to in Annex II, the manufacturer shall keep up to date a list of all Unique Device Identifiers (UDIs) assigned.

If you’re still undecided on which Notified Body to choose or you’re in the early stages of development, this best practice guidance by Team-NB is a must-read!

Conclusion

IVDR Technical documentation submissions must demonstrate conformity to GSPR through clear and concise documentation of development, design, and manufacturing processes. Manufacturers should communicate with their notified body before submitting their technical documentation. This way they ensure that it is presented in a clear, organized, readily searchable, and unambiguous manner.

They should provide comprehensive reports and data, document compliance with every applicable GSPR. Moreover they must ensure data consistency throughout the technical documentation. By following these best practice guidance, manufacturers can streamline the IVDR technical documentation review process and expedite their IVD medical device’s regulatory approval. Is important to guarantee that their technical documentation meets the regulatory requirements of the IVDR, regardless of which NB they eventually choose.

If a manufacturer has already selected a Notified Body, it is important to remember that each NB will have their own specific guidance and nuances. Those need to be taken into account when preparing technical documentation. Nonetheless, this guidance document is a great starting point and can help manufacturers ensure that their technical documentation is of a high standard. Regardless of which NB they choose.

How can MDx CRO help with your IVDR Technical Documentation?

We are an IVD Contract Research Organization (CRO) that can help IVD device manufacturers with the preparation of a complete set of the IVDR technical documentation including:

  • Risk Management documentation
  • Design & Manufacturing documentation
  • Device Description and Intended Purpose reviews
  • Labelling and information supplied with the device
  • General Safety & Performance Requirements (GSPR) checklists
  • Clinical Evidence: Performance Evaluation Plan (PEP), Scientific Validity Report (SVR), Analytical Performance Report (APR), Clinical Performance Report (CPR), Performance Evaluation Report (PER),
  • Post Market Surveillance (PMS) documentation, including PMPF, PMS reports and Periodic Safety Update Reports (PSURs)
  • Summary of Safety and Performance (SSP) for classes C and D IVDs
  • UDI
  • Declaration of Conformity (DoC)
  • and more…

Out team of experts, has extensive experience in preparing scientific validity reports for EU IVDR submission. Our experience with IVDR technical documentation, allow us to meet Notified Body expectations. Our experts work closely with its clients to ensure that their technical documents for IVDs are designed and written in compliance with applicable regulations and guidelines.

Start preparing IVDR compliant, high-quality technical documentation that meets Notified Body expectations!

FAQ

What is Team-NB and why is its guidance important?

Team-NB is an association of European Notified Bodies that promotes harmonisation and transparency. Its guidance on IVDR technical documentation provides a unified best-practice approach, helping manufacturers prepare submissions that meet consistent expectations across different Notified Bodies.

Does this guidance replace individual Notified Body requirements?

No. The document is a strong starting point, especially if you have not yet selected a Notified Body. However, once a NB is chosen, you must follow its specific procedures, formats, and nuances in addition to the general Team-NB recommendations.

What are the most common reasons IVDR submissions are delayed?

The main causes are incomplete documentation, inconsistent data across sections, missing or abbreviated test reports, poor structure, and lack of clear linkage to General Safety and Performance Requirements (GSPR). Submissions that are not searchable, organised, and fully cross-referenced often trigger additional review cycles.

What must IVDR technical documentation demonstrate?

Under In Vitro Diagnostic Regulation, manufacturers must demonstrate conformity with all applicable GSPRs through structured, up-to-date documentation covering design, manufacturing, risk management, clinical evidence, labelling, UDI, and post-market activities.

Is early communication with a Notified Body necessary?

Yes. Clarifying language requirements, submission format, labelling expectations, and administrative details before lodging an application can prevent avoidable delays and reduce back-and-forth during review.

Written by:
Carlos Galamba

Carlos Galamba

CEO

Senior regulatory leader and former BSI IVDR reviewer with deep experience in CE marking high-risk IVDs, companion diagnostics, and IVDR implementation.
Industry Insights & Regulatory Updates

What to Consider When Developing an IVD Clinical Performance Study for IVDR Compliance

In vitro diagnostic (IVD) devices are essential in healthcare as they provide accurate and reliable diagnostic information to healthcare providers. The development of an IVD device involves several stages, including research and development, design and prototyping, verification and validation, regulatory approval, and commercialization.

One of the critical steps in IVD development is the conduct of an IVDR clinical performance study to generate reliable and meaningful data to support regulatory approval and the device’s commercial success. In Europe, the in-vitro diagnostic regulation (EU IVDR) is now in force and all new products to market must meet very strict requirements of clinical performance.

The role of ISO 20916 in IVDR clinical performance studies

The design and execution of an IVD clinical performance study are critical to its success, and several factors must be considered to ensure that the study generates reliable and meaningful data. The International Organization for Standardization (ISO) has developed ISO 20916, a standard that provides guidance on the design and conduct of clinical studies for IVD medical devices. The standard is intended to help manufacturers, regulators, and other stakeholders ensure that IVD clinical performance studies are designed and conducted in a consistent and scientifically rigorous manner.

ISO 20916 covers several important aspects, including study design, sample size determination, selection of appropriate endpoints, statistical analysis, and reporting of study results. The standard emphasizes the importance of designing studies that are appropriate for the intended use of the IVD device and that incorporate good clinical practice (GCP) principles.

The plan should specify the study objectives, inclusion and exclusion criteria for study participants, study endpoints, and statistical analysis plan, amongst many other requirements. It should also include procedures for data management and quality control to ensure the accuracy and reliability of the data collected.

Another important aspect of ISO 20916 is the requirement to ensure the safety and well-being of study participants. The standard emphasizes the importance of obtaining informed consent from study participants and protecting their privacy and confidentiality. The standard also requires that studies be conducted in compliance with ethical principles and regulatory requirements.

Alignment with EU IVDR

In addition to ISO 20916, the implementation of the EU IVDR has increased the importance of conducting IVD clinical performance studies as they are required for regulatory compliance. The IVDR replaced the previous In Vitro Diagnostic Directive (IVDD) and introduced more stringent requirements for IVD devices, including clinical evidence requirements. IVD manufacturers are now required to demonstrate clinical evidence that supports a device’s intended purpose and its’ safety and performance. This is particularly important, because insufficient clinical evidence could ultimately lead to a product refusal at the Notified Body resulting in additional costs and delays to bringing product to market.

Amongst many requirements, an IVDR clinical performance study is designed and conducted in compliance with GCP principles. ISO 20916 has additional requirements, and both the regulation and the standard should be considered by all diagnostic manufacturers when developing clinical performance study plans or protocols.

How can MDx CRO help?

MDx is a Medical Device & IVD Contract Research Organization (CRO) that can help IVD device manufacturers with their clinical performance studies by providing a range of services, including:

  • study design
  • site selection
  • patient recruitment
  • study monitoring
  • data management
  • statistical analysis

MDx has extensive experience in conducting clinical performance studies for IVD devices and a deep understanding of the regulatory requirements for these studies. Our team of professionals is well-trained and experienced in managing all aspects of the study, from protocol development to study execution and data analysis. We work closely with our clients to ensure that their studies are designed and conducted in compliance with applicable regulations and guidelines and that they generate reliable and meaningful data.

Conclusion

Conducting an IVD clinical performance study is a critical step in the development and commercialization of an IVD device. By following best practices, working with experienced professionals, and selecting the right CRO, IVD device manufacturers can generate reliable and meaningful data that can support regulatory approval and the device’s commercial success, ultimately benefiting patients and healthcare providers. Adherence to the IVDR and the ISO 20916 standard can help ensure that the data generated is acceptable for regulatory submission and meets the safety and performance requirements for IVDs.

Industry Insights & Regulatory Updates

MedTech Europe IVDR Clinical Evidence Requirements: Key Updates in the 3rd Edition

MedTech Europe IVDR Clinical Evidence Requirements have evolved again with the release of the third edition of the MedTech Europe eBook. This updated 129‑page resource provides deeper clarity on how manufacturers and regulatory teams can navigate clinical evidence expectations under the EU In Vitro Diagnostic Regulation (IVDR).

The new edition includes expanded examples, refined explanations, updated diagrams, and improved flow—making it an essential tool for all IVD stakeholders.

Below is a clear summary of the most important updates and what they mean for IVD and CDx manufacturers.

What’s New in the MedTech Europe IVDR Clinical Evidence Requirements eBook (Version 3)

Stronger Guidance for Companion Diagnostics (CDx)

CDx receives significant attention in the new edition, appearing in 20 out of 129 pages. The guidance helps CDx developers:

  • Define analytical and clinical performance endpoints
  • Establish cut‑off values and clinical benefit claims
  • Understand clinical data sources and scientific validity
  • Plan and conduct clinical performance studies for CE marking

The eBook also includes flowcharts showing how CDx developers should engage with EU Competent Authorities, and clarifies comparator selection and follow‑on CDx requirements.

Use of Non‑EU Clinical Data

A major clarification covers how to use clinical data generated outside the EU to support performance evaluation claims. This guidance helps manufacturers:

  • Determine when non‑EU data is acceptable
  • Ensure alignment with IVDR expectations
  • Strengthen global clinical evidence strategies

Updated Intended Purpose/Intended Use Guidance

The eBook expands its section on intended purpose by:

  • Adding updated examples aligned with IVDR definitions
  • Introducing a new COVID‑19 example
  • Emphasizing the need for a specific medical purpose

These updates help manufacturers ensure their intended purpose statements are precise, defensible, and MDR‑compliant.

Refined Guidance on Scientific Validity and Clinical Evidence

Improved Layout and Clarity

Chapters on scientific validity and clinical evidence have been reorganized to improve flow. Manufacturers now benefit from:

  • Clearer definitions
  • Step‑by‑step expectations
  • Better alignment with IVDR Annex XIII

This helps teams understand the level of evidence required for high‑risk IVDs.

Updated Use of Published Testing Data

The chapter on published experience now includes:

  • More rigorous scientific expectations
  • Additional requirements for evaluating routine testing data

This supports more robust scientific validity assessments for high‑risk IVD claims.

Equivalence and Similarity: New Clarifications

The updated chapter on equivalence focuses on performance evaluation concepts, not clinical equivalence as used in the MDR for medical devices. The new edition:

  • Refines the tool used to demonstrate equivalence
  • Clarifies similarities versus equivalence thresholds
  • Includes clearer examples and decision tools

This is especially relevant for Class C and D devices.

New Chapter on Benefit‑Risk Determination

A major addition is a new chapter dedicated to benefit‑risk determination, including:

  • How to assess benefit‑risk for IVDs that guide clinical decisions
  • When benefit‑risk claims align devices closer to CDx requirements
  • How to structure benefit‑risk information within Technical Documentation

This chapter strengthens alignment with IVDR Annex I, GSPRs, and clinical evaluation requirements.

Additional Technical Documentation Updates

The eBook also updates its chapter on documentation to reinforce:

  • Consistency across the product lifecycle
  • Alignment with the cyclical nature of clinical evidence generation
  • Traceability between clinical performance, scientific validity, and intended purpose

These updates support stronger conformity assessment submissions.

Why These Updates Matter for IVD Manufacturers

The third edition of MedTech Europe IVDR Clinical Evidence Requirements helps manufacturers:

  • Strengthen clinical evidence packages
  • Build more defensible performance evaluations
  • Understand how to design compliant CDx strategies
  • Prepare for Notified Body scrutiny
  • Navigate global clinical data integration

The eBook remains free to download on the MedTech Europe website and is considered one of the most practical, industry‑aligned resources available today.

How MDx CRO Supports IVDR Clinical Evidence Requirements

MDx CRO specializes in regulatory, clinical, and quality support for IVD and CDx manufacturers. With IVDR requirements expanding sharply, manufacturers increasingly rely on expert partners to navigate:

  • Intended purpose analysis
  • CDx development strategy
  • Clinical performance study design
  • Scientific validity assessments
  • GSPR checklists and technical documentation
  • QMS alignment (ISO 13485, ISO 14971, ISO 15189)
  • Notified Body interactions
  • AEMPS and Competent Authority submissions

Whether you need end‑to‑end support or targeted expertise, our MedTech regulatory team helps ensure your IVD meets all MedTech Europe IVDR Clinical Evidence Requirements.

MedTech Europe is making the Third Version available to be downloaded free of charge from its website, making it an essential resource for anyone involved in the IVD industry.

Written by:
Carlos Galamba

Carlos Galamba

CEO

Senior regulatory leader and former BSI IVDR reviewer with deep experience in CE marking high-risk IVDs, companion diagnostics, and IVDR implementation.
Industry Insights & Regulatory Updates

Multiplex IVD Devices under IVDR: Team-NB’s Common Assessment Approach

Multiplex in vitro diagnostic (IVD) devices detect two or more targets or markers within a single procedure and are marketed as one device with a single intended purpose. Typical examples include large allergy panels or respiratory pathogen panels with dozens—sometimes hundreds—of analytes. The regulatory challenge under the IVDR (EU) 2017/746 is demonstrating sufficient evidence for each claimed target while keeping the review of the Technical Documentation (TD) efficient and traceable. Team-NB, the European association of Notified Bodies, has published a common approach that clarifies how NBs assess multiplex devices and when risk-based sampling is appropriate.

What “multiplex” means for evidence and classification

Under IVDR, the device is assessed against its intended purpose and the sum of claimed targets/markers. Because multiplex devices may include analytes with different IVDR classes (for example, a respiratory panel combining Class D markers like SARS-CoV-2 with Class C/B markers such as Influenza A/B or Adenovirus), the highest-risk elements drive scrutiny. Team-NB notes that reviewing the core detection technology, its analytical controls, and cross-reactivity/interference management is central to demonstrating performance across the panel.

Risk-based sampling: when and how NBs apply it

Because reviewing full clinical and analytical data for every single target may be impractical for very large panels, Team-NB supports a risk-based sampling approach—with clear guardrails.

  • All Class D marker documentation is reviewed in full. Given their public health impact and the IVDR’s enhanced controls for Class D, NBs expect complete evidence per analyte at this class.
  • Class C and B markers may be sampled using a documented, risk-based rationale. Sampling starts with highest-risk analytes and extends if deficiencies are found.
  • The focus remains on the detection technology (e.g., chemistry/primer-probe design, signal generation, software algorithms, cut-off establishment, cross-talk controls), supported by representative per-analyte evidence that shows claims are justified and transferable across the panel.

NBs may expand the sample or update the sampling plan during the certification cycle if multiple deficiencies appear in the initial review. The NB’s conformity-assessment report should describe the sampling approach and rationale, including how representative analytes were chosen and how conclusions extend to the remaining targets.

What your Technical Documentation must make easy

Team-NB repeatedly finds delays when evidence is missing or hard to locate. Manufacturers of multiplex IVDs should ensure that the TD:

  • Maps every claimed analyte to traceable evidence (analytical performance, clinical performance or clinical evidence strategy) and clearly distinguishes sampled vs. fully reviewed targets.
  • Explains transferability of evidence across the panel (e.g., shared technology, common reagent design, shared validation strategy) and justifies cut-offs and decision rules for each analyte category.
  • Aligns the intended purpose with labelling/IFU and Performance Evaluation Report (PER) conclusions; discrepancies trigger NB questions.
  • Includes a PMPF plan proportionate to residual uncertainty, with triggers to widen surveillance to additional analytes if signals appear.

For structure and completeness across Annex II/III items (including GSPR mapping, verification/validation reports, and PMS/PMPF files), Team-NB’s broader best-practice guidance for technical documentation is a useful companion.

Class D special considerations

Where the panel includes Class D analytes (e.g., certain blood-screening or high-consequence infectious markers), plan for EURL involvement where applicable and for full analyte-specific review—no sampling. Batch/lot verification or independent performance checks may be required once EU Reference Laboratories (EURLs) are designated for the relevant scope.

Bottom line for manufacturers

Multiplex panels can win on clinical utility and workflow efficiency, but under IVDR they succeed only when the technology narrative, per-analyte evidence, and a defensible sampling rationale fit together. Build your dossier so an NB reviewer can follow the logic for each claim, see how representative analytes anchor the panel, and understand how PMPF will continue to de-risk performance across all targets after certification.

Industry Insights & Regulatory Updates