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 123

ClearSight Admin Activity Monitoring Ability to Export Data

Client wants to be able to export data from Activity Monitoring for deeper analysis
Guest over 3 years ago in CS - ClearSight Platform - General 1 Will not implement

Allow customers to delete Import Exceptions

Clients would like the ability to delete exceptions from the View Exceptions page of SDIA imports. Jobs which are prone to numerous errors which don't need correcting clog the screen and make it difficult to pull those that do need further investi...
Guest almost 3 years ago in ClearSight 1 Will not implement

Transaction Manager views to be available in the My Views widget of the Dashboard app

Client is requesting the ability to create claim views that have claim transaction filter criteria, e.g. Transaction Date or Transaction Type. This request relates to existing EPIC - CLM-E-199
Guest over 2 years ago in CS - Reporting & Analytics - Other 1 Will not implement

"Pin And Save" button used to manually pin items to Recent Item list

Texas wants to be able to have an item pinned on their recent item list even if they click close folder or "Save and Close". Therefore they would like a button on their action bar called "Save and Pin" that saves the item and adds item to Recent I...
Guest over 3 years ago in ClearSight 0 Will not implement

Ability to copy Actions as well when copying Events with a pop up box asking whether you want to copy actions or not associated with the event

Ability to copy Actions as well when copying Events with a pop up question asking "Do you want to copy the actions as well?" will help many clients when their workflow changes. I have seen new management come in, new high level mangers, who want t...
Guest over 3 years ago in ClearSight 0 Will not implement

Adding time zone on Time stamp for notes, tasks, attachments

We have a request for adding time zone to timestamp on the Notes. Since the system captures time in CST and our users are in different time zones, it creates confusion. It would be good, if this can applied to tasks, attachments and all possible p...
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Download Full Claim File

Ability to download full claim file – including the pages on the claim, emails, attachments, notes and tasks, etc in one zip file.
Guest almost 4 years ago in CS - Claims Administration 1 Will not implement

Create Finance security permissions limiting how much reserves can be entered per Reserve Worksheet

Client wants reserves to go through approval process, if 10k and up reserves have been entered on 1 reserve worksheet in totality of ALL buckets. Currently the system does not have any security permissions based on reserves entered per reserve wor...
Guest over 3 years ago in ClearSight 2 Will not implement

Reorder Columns on Reserve Worksheet

Client would like to be able to reorder columns on reserve worksheet to be able to mirror their external worksheet they no longer want to use
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Access to files imported/exported through ClearSight

The client would like some degree of access to the files which are imported into ClearSight, and the files that are exported out of ClearSight (via SDIA/SDIE). The ability to download the files for review, possibly through Data Monitor (or possibl...
Guest over 2 years ago in ClearSight 0 Will not implement