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 1125

Need ability to void SIM records

Only current option to remove SIM records is to delete them. For historical retention reasons, client needs an option like voiding so the record will still be attached on parent, but will not be visible in reporting
Guest over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

Printing State Forms

When trying to print a state form, the system attaches it to the Note but the category shows "no description". The client has asked for the ability to set the Title and Category when printing a State form.
Guest about 4 years ago in CS - Claims Regulatory 1 Future consideration

Ability to adjust the view to include Location Code when assigning Location access in CS Admin

Client wants the ability to see location code when granting location access to their users
Guest almost 3 years ago in ClearSight 2 Future consideration

Be able to limit access for email templates

Be able to llimit users from seeing specific email templates So for example below, I want a specific user to only see TEST email template instead of the 5 existing email templates.
Guest almost 3 years ago in CS - ClearSight Platform - General 0 Future consideration

Intake Ad Hoc report

Just like Claim, Transaction etc... Can we have an Intake Adhoc report?
Guest almost 3 years ago in CS - Reporting & Analytics - Standard/Crystal 0 Future consideration

Add Select All Functionality to Premium Records

Request to add the ability to delete all premium records in one go. Currently you have to select each individual premium record and then click delete - there is no 'Select all' functionality as with other apps. There is often a large number of pre...
Guest over 1 year ago in CS - Allocations 0 Will not implement

Add ROI (Report of Injury) data fields to Activity Monitoring

In Activity Monitoring currently, Report of Injury is available under the Document Type selection screen. However, there are no options available to enable tracking on the ROI data fields. Clients would like the option to track who made changes on...
Guest almost 3 years ago in CS - Claims Administration 0 Future consideration

Add filter search and sort function within Value Group page for Report Burst Set

Is it possible to add sorting capability for the Value column and add Search capability for the Value and User Subscribers data? It would be most helpful.
Guest almost 3 years ago in ClearSight 0 Will not implement

Claimant portal: Limit transactions view for claimant only

Client needs to be able to show payments to the claimant ONLY? This would be a way for the claimant to see a check has been issued and track status, but they would not want to show financials grid or reserves or other payments that were not to the...
Guest almost 3 years ago in CS - Claims Administration 0 Future consideration

Claimant portal needs to give users language choice and translate

We demo'd Claimant Portal to a client, and this is a requirement since many of their employees are not native English speakers, so they need to be able to select their language and view the data in that language.
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement