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

Showing 285 of 1113

Cleared and Stop Payment Updates

Ability to do the below items regardless of payment status or if Log Payment or check. Cleared Date needs added to a payment Cleared Date needs removed from a payment Payment changed from Stop Payment to Cleared Payment changed from Cleared to Sto...
Shannon Stout about 2 months ago in CS - ClearSight Platform - General 1 Roadmap 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

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

Add more Long Description fields for Claims

Add more Long Description fields for Claims - currently there are only 5 Long Description fields available for claims.
Guest 10 months ago in CS - Administration & Configuration 1 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

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 over 3 years ago in ClearSight 2 Future consideration

Create Configurable Views for Attachments

Clients would like the ability to quickly filter or change the view of the visible attachments. This would allow them to hide columns that are not necessary and create configurable views by Categories or Attachment types.
Guest 9 months ago in CS - ClearSight Platform - General 0 Future consideration

Ability to copy Security groups

Be able to select a security group with a large number of permissions assigned to it and create a copy to slightly modify it for certain groups of users.
Guest about 3 years ago in ClearSight 1 Roadmap Consideration

Highlight mandatory fields in Intake

Client would like to have highlighted the mandatory fields in Intake as the red star is not enough for them
Guest about 2 months ago in CS - Claims Administration 1 Will not implement

Multi-factor Authentication via email

Hello Team - Multi-factor authentication in ClearSight only sends tokens via a text or a phone call. This idea adds the ability to receive a token via email. Client needs email because of the following explanation from the client: Our Call Center ...
Guest over 3 years ago in CS - Safety Audit 1 Future consideration