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 28

Allow Occurrence or Claim Number on Invoice form to be a hyperlink to that object

Currently, we can add the Occurrence ID field to a claim/incident form allowing the user to go directly to the occurrence from the claim/incident. There is an Occurrence No. and Claim No. field that can be added to the Invoice forms at this time, ...
Guest over 3 years ago in CS - Claims Administration 1 Included in Release

Provide 2 Factor Authentication for the new ClearSight Claimant Intake Portal

ClearSight client have requested 2-FA for Claimants when using the new Portal. At present the Token Authentication does not work in conjunction with two factor authentication and there is a security vulnerability if the Claimant email is intercepted.
Guest almost 4 years ago in CS - Claims Administration 0 Included in Release

Add validation action On Claim Status Change event

Client has asked for the ability to add validation On Claim Status Change event
Guest almost 4 years ago in CS - Claims Administration 0 Included in Release

Make field/link for Parent Occurrence available on Claim and Incident forms

Client is requesting the Parent Occurrence field be made available at the claim and incident level. Currently, users may add an Occurrence field to the claim and incident forms which displays the associated occurrence number as a hyperlink. This a...
Guest about 2 years ago in ClearSight 1 Included in Release

Ability to customize Lien / Withholding Information screen (on Contacts)

Ability to customize Lien / Withholding Information screen (on Contacts) and add a couple additional fields to be used on this entity (SA, MiscDesc, MiscDate, MiscNum). Ability to add Codes and code dependencies to SpecialAnalysis fields
Guest over 3 years ago in ClearSight 0 Included in Release

Align View List so All Text is in Alignment

Can the list of views that show have all the text left align like they do in ClearSight? Currently in both ClearSight and Enterprise if a view is Private it has a person/head icon to the left of the view name. In Enterprise even with that icon, th...
Guest almost 4 years ago in CS - ClearSight Platform - General 0 Included in Release

Need ability to make Task Template Major Coverage specific

Client has requested making Task templates coverage specific (or cross coverage). Similar to how we have custom letters. This would simplify using task templates for the user.
Guest about 3 years ago in CS - Claims Administration 0 Included in Release

Allow sub-sets of users appear in MiscUser fields

At the moment the Misc User fields will show every valid user in a dropdown. We would like to able to restrict this to a subset of users. This could be used, fo example, to assign a case to a specific team. This user field could then be a user as ...
Guest over 3 years ago in ClearSight 2 Included in Release

Export Notes with Rich Text formatting

For clients using notes with RTF, they need to be able to export those notes with the formatting. Specifically Excel spreadsheet tables that are pasted into notes. Without the formatting, text is jumbled and essentially unreadable.
Guest over 3 years ago in CS - Claims Administration 0 Included in Release

Need events related to LIENS on Contacts

Need to create an event to populate on contact when a Lien record is added to a contact.
Guest over 3 years ago in CS - Claims Administration 0 Included in Release