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 93 of 1113

EDIT multiple attachments at the same time

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

Enhance Escrow functionality

At present a policy can be linked to only one fund.Clients have multi year policies that are linked to multiple funds.Need to explore enhancing the tool to allow for this.
Guest about 3 years ago in CS - Claims Administration 0 Roadmap 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

Parent Occurrence Timeline

Clients using Parent Occurrence want to see a consolidated view of attachments, emails, notes and tasks at the Parent Occurrence level for all related Occurrences and Claims/Incidents. Client referenced this would be especially helpful for their s...
Guest over 3 years ago in CS - Claims Administration 1 Roadmap Consideration

When emailing from Claim, only search Contacts linked to that Claim

When you click on the search on the To, Cc, or Bcc line, can it display contacts already linked on the claim? Currently, when you click on the search button, it makes you search all contacts.
Shannon Stout over 2 years ago in CS - Claims Administration 3 Future consideration

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 over 2 years ago in CS - Claims Administration 1 Future consideration

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