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

Need events to populate data from Child SIM to Parent SIM record

Currently events can only populate data from Parent/Child SIM to the Claim record. Need to populate (or aggregate) data from Child SIM to populate on the Parent SIM record.
Guest about 3 years ago in CS - Claims Administration 0 Will not implement

Ability to sync Occurrences/Claims/Incidents related to the same Parent Occurrence

ClearSight currently has the ability to sync information between an Occurrence and its associated claims/incidents. For clients using the Parent Occurrence module, it would be helpful for certain information to be synced across the Occurrences and...
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

Enhancements on the Calendar view screen

When opening this screen/view, display 3 months instead of the current month Block off or ‘gray out’ vacation dates
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Increase the results per page displayed in Claims Admin back to 100 like it was in Enterprise

Per OHSU client: Attachments – ClearSight currently only shows 10 documents per page. Enterprise shows 100 documents per page. This is frustrating for the users as they may need to click through multiple pages to find a document. I was able to upd...
Guest almost 4 years ago in CS - Claims Administration 0 Will not implement

Task Overview

Client has asked for the ability to update the task overview. Go to Claims Adminitration app Click on Tasks section on the left. Click on any tab (not the tab folder) and the overview will show up on the right.
Guest about 4 years ago in CS - Claims Administration 1 Will not implement

Claim Timeline: Improve comments formatting

View of comments in Timeline can be improved (indented, attached to note somehow)
Guest over 4 years ago in CS - Claims Administration 0 Will not implement

Event/Action on REJECTED status Reserve Worksheet

The client is looking to create a validation that is set to triggered based on a user editing / saving on a previously 'REJECTED' reserve worksheet. Currently, this functionality does not exist -- I believe these E/A's only trigger when a Reserve ...
Guest over 4 years ago in CS - Claims Administration 1 Will not implement

Multiple incident to claim conversion

Clients to convert the same incident multiple times to different coverages or at least to be able to copy an incident already converted then to convert the new incident to claim. At present both action are not possible per design due to hardcoded ...
Guest over 2 years ago in CS - Claims Administration 0 Will not implement

Need Autofix Action On Save Contact Relationship in Clearsight

Need Autofix Action On Save Contact Relationship
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement

Check Tracking - Additional Search Defaults

Payment Processing - Check Tracking. Request to add Client ID and Bank Account as search fields to select for the Search Defaults in a view.
Guest over 3 years ago in CS - Claims Administration 0 Will not implement