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 93 of 1113

Reserve Worksheet - add column to add multiplier to reserves

When a user adds a reserve, they would have the option to enter one amount and then add a multiplier and the reserve worksheet would calculate the total reserve needed. So if you have scheduled payments of $100 for 52 weeks, the user would enter $...
Shannon Stout over 3 years ago in CS - Claims Administration 2 Future consideration

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 over 3 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

When a USER is marked on vacation, do not allow Tasks assigned to them

Similar to how we handle Claim assignments when a user record is flagged on vacation, we want this same functionality to work for Task assignments.
Shannon Stout over 3 years ago in CS - Claims Administration 1 Roadmap 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

Provide information for which templates are linked to which events/actions

The use case presented by the client relates to a task template that is attached to multiple events/actions. Making changes to the task template would have an impact on multiple events/scenarios, but the system currently has no way to signify or n...
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement

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

Allow users to set schedules ahead of time for out of office on Auto Assignments.

The thought is that it will be challenging for managers to maintain all of their adjusters schedules and know that they have to login to the system and check the out of office on their adjusters profiles. They also thought having a time for which ...
Guest almost 4 years ago in CS - Claims Administration 2 Will not implement

Add Title to Task Calendar

Instead of just "1 Task" showing on the calendar in My Tasks, show the title of the task
Guest almost 4 years ago in CS - Claims Administration 0 Will not implement