ClearSight

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Include Fields on CMS Data, Ledgers, Bank and Bank Account within Activity Monitoring

Include Fields on CMS Data, Ledgers, Bank and Bank Account within Activity Monitoring.

Shannon Stout over 2 years ago in ClearSight 1 Future consideration

Update the Summary on SIM Records to include claim number and claimant name

We have the ability to customize what fields are on the summary tab of a claim, however, we cannot do the same for the summary on a SIM record. The feature is not available in the administration app. We want to be able to add claimant name and cla...

Guest 8 months ago in CS - Administration & Configuration 0 Future consideration

5 VOTE

ClearSight Admin - Client data storage feature enhancements

The new client storage feature in Admin is brilliant. Really helpful. From having a play around there are a few things which would make it more usable. 1. Primary use case is to be able to track storage over time and see which parts of the syst...

Guest over 3 years ago in CS - ClearSight Platform - General 0 Future consideration

6 VOTE

Add Financials Section to Incidents in ClearSight

Add the same Financials functionality that is available on the Claim Record to the Incident Record. We have numerous customers who have requested this and would help them in their day to day work.

Guest over 4 years ago in ClearSight 1 Future consideration

5 VOTE

Values Collection - Valuation Period available 2 years ahead

Customers are often in need to create values collection over 1 year ahead. For example, one client often would like to create the collection in December 2021 for the valuation date in April 2023 but cannot do so until April 2022. Their request is ...

Guest over 3 years ago in CS - Location & Property Management 1 Future consideration

5 VOTE

Need ability to have separate pages (on Claim) for different SIM Types

Currently we can only have 1 SIM page and we had to use a custom language to customize the page name. We don't want it to say "Supplemental Info Page". Walmart will want a separate page for different SIM types. ie: Subro, Litigation and Demands

Shannon Stout over 3 years ago in CS - Claims Administration 1 Future consideration

4 VOTE

Import Diagnosis Codes From MBRIP to Diagnosis Page

When importing from the MBRIP, the ability to map the incoming diagnosis codes to the actual diagnosis page on the claim would be helpful.

Guest almost 3 years ago in CS - Claims Administration 1 Future consideration

2 VOTE

Create a Method for Seeing all Related Activities on an Entity

Often times, there is a need to audit a claim record and see all associated activities related to the entity. Activity Monitoring will only show the activity for a specific record, but not necessarily cross entity activities. Can you build a tool ...

Guest over 1 year ago in CS - Claims Administration 0 Future consideration

2 VOTE

Set fire order for events / actions

It would be beneficial if users had the ability to set the order that events and actions fire. For example, if there are 3 events the fire "on create claim" the users would be able to define which order they fire in. Ideally, it would be best to h...

Guest over 1 year ago in CS - ClearSight Platform - General 0 Future consideration

4 VOTE

Allow customization of sender email address on Time Based Events

Currently, the email address populated in Sender for any email action tied to a Time Based Event is linked to the first user account that created ANY Time Based Event in that schema. This can lead to confusion for the recipients when it appears a ...

Guest about 3 years ago in ClearSight 1 Future consideration

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