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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CS - Claims Administration

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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

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

Attached Documents when Using Notes in ClearSight

Customer has requested the ability to attach documents when the user is in the Notes feature of ClearSight.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Option to make Email Templates Major Coverage specific

Similar to how we can configure Custom Letters by major coverage, this would give clients more flexibility.
Shannon Stout over 2 years ago in CS - Claims Administration 3 Future consideration

Temporary Adjuster reassignment needs to immediately reflect temp adjuster

In Clearsight, when a user selects Temporary Claim Reassignment, they enter a date range (begin/end date) and the changes to the adjuster do not happen immediately. This process runs overnight and users will not see the new adjuster (or assignment...
Shannon Stout about 3 years ago in CS - Claims Administration 3 Future consideration

Postal Code validation by state (first two digits of zip)

Client would like to have a Zip Code validation, based on the claim's state. They have this in their current system. They also mentioned it would be great if the user could enter the zip code and the City/State would auto-populate.
Shannon Stout over 3 years ago in CS - Claims Administration 2 Future consideration

Need ability to "hide" SSN field - would require user action to display

Client does not want to display SSN data on the screen as a default. They would require the user to perform a specific action to display the full SSN. We should develop something similar to other systems, where in order to reveal any sensitive dat...
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Close or Void open tasks when a Claim or Incident is voided

As it is now, users have to manually close out any open tasks on claims/incidents when they Void.
Shannon Stout almost 3 years ago in CS - Claims Administration 3 Future consideration

Add action to automatically convert an Incident to a Claim

Add action to convert an Incident to a Claim Automate converting incidents to claims.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Reserve Worksheet - add column to add multiplier to reserves

When a user adds a reserve, they would have the option to enter one amount and then add a multiplier and the reserve worksheet would calculate the total reserve needed. So if you have scheduled payments of $100 for 52 weeks, the user would enter $...
Shannon Stout over 3 years ago in CS - Claims Administration 2 Future consideration