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.

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CS - Claims Administration

Showing 38

Standard STATE field should allow for duplicate State Codes

Currently State codes must be two digit alpha, no numbers are allowed. When a client wants to add foreign states to our state code list, we have an issue with duplicate codes (ie: AR). We need options to be able to allow duplicate codes with diffe...
Shannon Stout almost 4 years ago in CS - Claims Administration 1 Future consideration

Event/Action based on Payment Schedule

Client is looking to create a validation based on Creating/Saving of Scheduled Payments. However, currently this option does not exist. We attempted to use events based on 'Create/ Save Transaction' and this appears to work as expected on the Tran...
Guest over 4 years ago in CS - Claims Administration 0 Future consideration

Ability (option) to display all Occurrence Notes on the Claim's Notes page (not just on the Timeline page)

Currently notes added to an occurrence will display on the Claim's Timeline page. Client wants the option to show all occurrence notes on the NOTES page of the Claims associated to that occurrence.
Shannon Stout over 3 years ago in CS - Claims Administration 1 Future consideration

Need ability to create custom views and search options for SIM records

Currently we cannot create any views or perform any searches on SIM records. We need the same functionality on SIM that we have for Tasks. Let users create private or custom views, select their own search fields, etc.
Shannon Stout over 3 years ago in CS - Claims Administration 1 Future consideration

Allow Duplicate Check for Intake to Check Any DB Field Allowed in Duplicate Check Query

Currently in ClearSight Admin, Claims/RMIS Settings, Duplicate Claims/Incidents Settings you can build up a query to check for duplicate claims or incidents being checked. You can use all of the fields on XXXCLAIM_EXT1, XXXCLAIM_EXT2 and XXXCLAIM_...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

EDIT multiple attachments at the same time

Tedious to do so one-by-one.
Guest about 1 year ago in CS - Claims Administration 0 Future consideration

Emails to carry over when converting a Incident into new claim

Currently the emails do not carry over from an incident to claim when you are maintaining the incident.
Guest almost 4 years ago in CS - Claims Administration 1 Future consideration

Need report options for SIM records

Currently we do not have any standard reports for SIM records. Ideally we would like to have at least an adhoc report option for SIM where we can pull SIM data as well as the associated Claim (or other Entity) data.
Guest over 3 years ago in CS - Claims Administration 1 Future consideration

Option to Retain original Transaction Date when moving transactions

When moving a transaction have a choice as to whether to keep the original transaction date or use Today's date as the trans date on the new claim
Guest about 3 years ago in CS - Claims Administration 3 Future consideration

Need Event/Actions for Payment Preferences/Contacts

We need to be able to create events/actions that will populate data from the Payment Preferences screen to the Contact and/or to a claim transaction that is associated with a particular contact.
Guest about 3 years ago in CS - Claims Administration 0 Future consideration