Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

Your feedback is important and valuable. Thank you for taking the time to provide it!

Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

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ClearSight

Showing 127
167 VOTE

Ability to Add ClearSight Small Login Option (Email/PW) to the Core Login Page

Would like the ability to sign into ClearSight with just a email and password. (no schema or userid needed)
Guest about 3 years ago in ClearSight 7 Future consideration

Help ToolTips in ClearSight

It would be helpful to build thorough documentation for clients to give them specific guidance when working on claims. This functionality exists in Salesforce in the form of Help Bubbles and I believe also exists in Intake. We would like to see si...
Guest about 4 years ago in ClearSight 2 Future consideration

Remove 5000 row limit when exporting from views

When exporting from a view, the resulting export file is limited to 5000 rows. This request is to remove the 5000 row limit and allow all data to be exported from the view.
Guest about 3 years ago in ClearSight 5 Future consideration

ClearSight Ability to Mass Update Fields

Client has requested an easier way to do mass field updates. For example, if they want to update locations on claims or a coded field, they typically enter a service request for their SE to do the work instead of using the Claim Adhoc Import becau...
Guest over 3 years ago in ClearSight 1 Future consideration

Create the Ability to Select Which Users Receive Delayed Login Notification

Currently, when you set up a user, you have the option to select "Delay User Login Notification". To activate this, you must select the "Send All Delayed Login Notifications" button. But if you have set up several users at once, and they are ready...
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Future consideration

Customized Close Claim Options

Client has specific workflows that require users to complete claim fields prior to a claim being closed. As a result, we have built Claim Validations, but often times a user will go through the entire exercise of closing a claim (producing a final...
Guest over 2 years ago in CS - Claims Administration 2 Future consideration

Ability to export screen labels

Can the ability to Export be added to Screen Labels in ClearSight Admin?
Guest almost 3 years ago in ClearSight 2 Future consideration

Bulk Close Claims button

Client is asking for an option to close claims in bulk from the view, currently they can close claim one by one from the claim record page. A close claim button to close all selected claim is the preferrable option Examples: Overall settlement agr...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Create new event type of - On Copy Claim (but should apply to other entities)

Multiple clients have some actions that want to only happen during the 'On Copy' event type within the system. For example a client wants a new note action to be firing during the process of 'On Copy Claim'. But the current logic they would have t...
Guest almost 4 years ago in ClearSight 2 Future consideration

Client request for currency conversion tables to be defined at PREMIUM level not just policy level.

Client wants to be excited about managing their policies within RKCS. However, they noted that we are missing the mark because we do not have the ability to convert currencies at the premium level.
Guest over 2 years ago in CS - Insurance Policy/Program Management 1 Future consideration