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

CS - Claims Administration

Showing 43

Email: Add ability to populate email templates with system users

Streamline workflow by having the ability to populate email templates with users (not only contacts) and would like syncing with Outlook contacts
Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 2 Will not implement

Change Coverage Security

Currently, the Change Coverage button in the top ribbon on claims and incidents cannot be modified other than specific entity access. So the Change Coverage button is allowed if a user has Save permissions on the entity. Can we add security to dis...
Guest about 2 years ago in CS - Claims Administration 0 Will not implement

Reset status on Payment Processing export batch

This idea originated from a number of times that two different clients have faced issues. In ClearSight they create vouchers, batch them in Payment Processing, then run an AP Export job that exports the batch to an external system. Sometimes for w...
Guest over 4 years ago in CS - Claims Administration / RMIS - Content/Data Integrations 1 Will not implement

When importing transactions use date of transactions as Inc to Clm date, not date of import

when a transaction is imported onto a record, if the status is Incident, it will be converted to a claim, but the IncToClm date is the date the import was run, not the date of the transaction. Client is requesting that the date used for the IncToC...
Guest about 3 years ago in CS - Claims Administration 1 Will not implement

Ability to be able to edit Subject for Report Distributions

Client wants ability to be able to edit Subject for Report Distributions
Guest about 3 years ago in CS - Claims Administration 1 Will not implement

Include Tasks, Notes, Attachments created on SIM records related to Claims to show up on Claim Timeline

Include Tasks, Notes, Attachments created on SIM records related to Claims to show up on Claim Timeline and under the respective sections for each on Claim
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Have visual indicators (flags) at top of the claim administration screen when a claim is/has the following conditions

Client wants the below as an example to appear next to Claim number at the top of the CLAIM screen. It would indicate if a claim is associated with any of the following: • Legal representation • Litigation • Subrogation • Death claim • Medicare/CM...
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

Updating Multiple Tasks

Client would like the ability to Update Multiple Tasks at Once e.g. Change status of multiple tasks at once
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Task Due Date field - enhancements to calendar displayed

When clicking on the Due Date field, display 3 months instead of the current month On the displayed months, show the number of tasks already assigned to that user on the dates Block off or ‘gray out’ vacation dates
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Option to Save and Create New Task

Client requested the ability to "Save and Create New Task" similar to how you can "Save and Create New" from notes.
Guest over 3 years ago in CS - Claims Administration 0 Will not implement