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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 43

In Clearsight: Allow for fields like Occurrence Number to be links in the Claim Summary

Client's workflow is log transaction at the claim level but put notes at the occurrence level. In Enterprise they would use the link button drop down from the financial page. However in clearsight they have to navigate to Claim information page to...
Guest about 4 years ago in CS - Claims Administration 0 Will not implement

Need separate security permissions for Delete Draft Email

We need to be able to grant users the right to delete their own (and potentially others) draft emails, but NOT give them Delete Email rights.
Shannon Stout about 3 years ago in CS - Claims Administration 1 Will not implement

Need Time Based Events for SIM records

Client is heavily using our SIM records and need the option to have TBE on SIM. This is currently not an option.
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Do not need the Json files received in responses back from ODG to be visible in attachments, Claim Timeline or sent to DMS

Do not need the Json files received in responses back from ODG to be visible in attachments, Claim Timeline or sent to DMS.
Guest about 2 years ago in CS - Claims Administration 0 Will not implement

Update Claim Policy Number on Policy Number Change in Policy App

When policy number is updated in the Policy App it should update the policy number field on the Policy page of the claim for all claims attached to the policy. Currently, when updating the Policy Number from the Policy App, it will update the Poli...
Guest over 3 years ago in CS - Claims Administration 2 Will not implement

Allow Code Dependencies for Misc_User fields

Client has requested the ability to limit the available users in a Misc_User field based on another dependent value, like coverage.
Guest over 2 years ago in CS - Claims Administration 1 Will not implement

Add "Contacts" page to SIM record

Client needs to link Contacts to SIM records. We are using SIM to track their Subro records (they have many to one). We are currently using contact lookups to pull in contact data to the SIM record. We are also working on a trigger that will autom...
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

Custom Letters - need checkbox option for user to check/uncheck

Would like an option to insert a checkbox in a custom letter.
Guest over 2 years ago in CS - Claims Administration 2 Will not implement

Claimant portal needs to give users language choice and translate

We demo'd Claimant Portal to a client, and this is a requirement since many of their employees are not native English speakers, so they need to be able to select their language and view the data in that language.
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement

Ability to delete cancelled scheduled payments

Currently, the only way to remove scheduled payments is to update the schedule. If the individual payments are cancelled, they cannot be deleted, which may confuse some users
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement