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 284 of 1175

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 Claim Transaction Email Templates

Add ability to create transaction email template types. Currently we can't create transaction email templates. So then when we create email actions on transaction based events, the option to pull in an email template isn't available. If we need to...
Guest about 3 years ago in ClearSight 0 Planned

"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 almost 4 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 almost 4 years ago in ClearSight 0 Will not implement

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

Allow users to detach locations from a collection via the front end

Enhancement request to allow users to detach locations from a collection.
Guest over 3 years ago in CS - Location & Property Management 0 Planned

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

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 almost 4 years ago in CS - Claims Administration 0 Will not implement

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

Ability to edit the defaulted data in the Allowed Amount and Payment Interval fields.

Walmart would like the ability to edit a the Allowed Amount and Payment Interval fields in a schedule check. Request to make schedule check/schedule voucher form editable or make the Amount field available for the pay schedule entity.
Guest 9 months ago in ClearSight 1 Will not implement