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 127

Tasks - make usable for Policy Management and Recommendations

Currently tasks are only usable for claims. We have a task app where all tasks for all claims can be seen. I have for example clients who wish to use tasks for the policy renewal process. Current process is to go into each policy and add the tasks...
Guest over 3 years ago in CS - Insurance Policy/Program Management 1 Future consideration

Postal Code validation by state (first two digits of zip)

Client would like to have a Zip Code validation, based on the claim's state. They have this in their current system. They also mentioned it would be great if the user could enter the zip code and the City/State would auto-populate.
Shannon Stout about 4 years ago in CS - Claims Administration 2 Future consideration

Be able to configure Duplicate Payment Warning Message

Allow the configuration of the Duplicate Payment Warning message to add data fields such as Med Bill ID, Invoice Number, check comments, etc.
Guest about 3 years ago in ClearSight 0 Future consideration

Add ability to carry over prior values when entering On Demand values

Request directly from client: When you click on the On Demand values change and the pop up asks for the collection period and date, it should also ask if you want to carry the prior values forward and not zero all of them out. Many times all the v...
Guest over 3 years ago in CS - Location & Property Management 1 Future consideration

Enhancement request: Location group security

This is a ticket that was raised years ago but I cannot find it in the ticket system or on our tracker spreadsheet. We would like location group security to be in place as we need to restrict access to certain entities in the system. It is effecti...
Guest over 3 years ago in CS - ClearSight Platform - General 1 Future consideration

Additional functionality of DKIM Authentication Method

Would like the option of utilizing DKIM authentication for email.s
Crystal Wubbels over 1 year ago in CS - ClearSight Platform - General 3 Future consideration

Add action to automatically convert an Incident to a Claim

Add action to convert an Incident to a Claim Automate converting incidents to claims.
Guest about 4 years ago in CS - Claims Administration 0 Future consideration

Check for Dependencies When Deactivating Users

When a user is deactivated check to make sure there are no reports/workflows that need to be cleaned up. Use Case: 1. User 1 attempts to deactivate User 2 in Admin 2. The system determines that one or more of the following runs under User ...
Guest about 4 years ago in CS - ClearSight Platform - General 3 Future consideration

Data Monitor & Values Import - Error Messages to be more explicit to users

Client reported at many occasions that error messages (not exceptions errors) returned in any import job in Data Monitor are not clear enough for users to resolve. For instance in Location Import job, they received an error in red saying "Name can...
Guest almost 4 years ago in CS - Location & Property Management 1 Future consideration

Populate XXXCLAIM_EXT1 and XXXCLAIM_EXT2 with CLAIM_ID Upon Data Entry

There are lots of pieces of the ClearSight platform that evaluate criteria on EXT1 and EXT2 tables. For example, an Event condition, or a report criteria. Sometimes, if data is missing from the EXT1 and EXT2 table the other functions of the applic...
Guest about 4 years ago in CS - ClearSight Platform - General 2 Future consideration