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.

ADD A NEW IDEA

ClearSight

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Make Custom Claim Abstract name more helpful or allow client to change file name when attaching to claim.

When printing a custom claim abstract and attaching to entity the file name is the year it is printed. This unhelpful and can cause confusion when client has a DMS enabled.
Guest almost 4 years ago in ClearSight 0 Will not implement

Progress indicator for file upload

ClearSight enhancement ideas: have an indicator that shows your file is loading when uploading an attachment. Currently when you hit upload it sits there, and you are not sure if it actually doing anything until the upload is completed.
Guest about 4 years ago in ClearSight 0 Will not implement

Increase the results per page displayed in Claims Admin back to 100 like it was in Enterprise

Per OHSU client: Attachments – ClearSight currently only shows 10 documents per page. Enterprise shows 100 documents per page. This is frustrating for the users as they may need to click through multiple pages to find a document. I was able to upd...
Guest about 4 years ago in CS - Claims Administration 0 Will not implement

Task Overview

Client has asked for the ability to update the task overview. Go to Claims Adminitration app Click on Tasks section on the left. Click on any tab (not the tab folder) and the overview will show up on the right.
Guest about 4 years ago in CS - Claims Administration 1 Will not implement

Claim Timeline: Improve comments formatting

View of comments in Timeline can be improved (indented, attached to note somehow)
Guest over 4 years ago in CS - Claims Administration 0 Will not implement

Event/Action on REJECTED status Reserve Worksheet

The client is looking to create a validation that is set to triggered based on a user editing / saving on a previously 'REJECTED' reserve worksheet. Currently, this functionality does not exist -- I believe these E/A's only trigger when a Reserve ...
Guest over 4 years ago in CS - Claims Administration 1 Will not implement

Better visibility into which user has which permissions

We would love to be able to clone permissions from specific users, and see a better list of them
Guest over 2 years ago in ClearSight 0 Will not implement

Approval Route Configuration

Per client's business model they would like to setup Approval Route based on client. When the Approval Route is setup ,the approval Process should go directly through Approval Route and not to Supervisor first for Approval ,before moving to Approv...
Guest over 2 years ago in ClearSight 0 Will not implement

Multiple incident to claim conversion

Clients to convert the same incident multiple times to different coverages or at least to be able to copy an incident already converted then to convert the new incident to claim. At present both action are not possible per design due to hardcoded ...
Guest over 2 years ago in CS - Claims Administration 0 Will not implement

Delete Received Emails Security Permission

Currently there is a security permission to stop users from deleting sent emails under the coverage specific entity but there is not a security permission for deleting received emails. Client would like Delete Received Email security permission
Jarel Sanders almost 3 years ago in ClearSight 0 Will not implement