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

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Need to capture Original Amount of transaction when a Lien is auto created

When you create a voucher and the selected contact has a lien, Clearsight automatically creates transactions for appropriate liens. At the transaction level, we need to capture the total transaction amount BEFORE the transaction is split into mult...
Shannon Stout over 3 years ago in CS - Claims Administration 2 Future consideration

Allow Users the Ability to Manage Temporary Claim Assignments

Currently, users can assign claims to a temporary Adjuster. They can set start and end dates and there are jobs that will assign or reassign when those dates start and expire. There is not a current capability to manage these in any way. Client do...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Allow Password protected documents to be attached to a Claim

Clients use password protection on MS Word Files, when emailing to a claim, or adding the file to a claim, they get errors. The idea is to allow protected files to be added to a claim.
Guest over 3 years ago in CS - Claims Administration 1 Future consideration

Create a Method for Seeing all Related Activities on an Entity

Often times, there is a need to audit a claim record and see all associated activities related to the entity. Activity Monitoring will only show the activity for a specific record, but not necessarily cross entity activities. Can you build a tool ...
Guest about 1 year ago in CS - Claims Administration 0 Future consideration

Add ROI (Report of Injury) data fields to Activity Monitoring

In Activity Monitoring currently, Report of Injury is available under the Document Type selection screen. However, there are no options available to enable tracking on the ROI data fields. Clients would like the option to track who made changes on...
Guest almost 3 years ago in CS - Claims Administration 0 Future consideration

Claimant portal: Limit transactions view for claimant only

Client needs to be able to show payments to the claimant ONLY? This would be a way for the claimant to see a check has been issued and track status, but they would not want to show financials grid or reserves or other payments that were not to the...
Guest almost 3 years ago in CS - Claims Administration 0 Future consideration

Ability to update My Claims view under Claims Admin app

Client has asked for the ability to update My Claims view under Claims Admin app.
Guest over 4 years ago in CS - Claims Administration 1 Future consideration

Include Lock/UnLock Financials permissions on Claim to be available in the Entity security permission

Include Lock/UnLock Financials permissions on Claim to be available in the Entity security permission. This is useful when controlling security groups who can have this permissions to do so on Claim.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration