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

Need separate permission for Convert to Vendor/convert to Non Vendor

Currently permission to use the Convert to Vendor button relies on the "Create Vendor" permission. Client would like to have a separate permission to disable the Convert to Vendor and Convert to Non Vendor buttons.
Guest almost 3 years ago in CS - Claims Administration 1 Future consideration

Enhance 'On Vacation' user setting with Begin and End Date

Along with the ability for users to enter their own ‘On Vacation’ setting in Admin, it would be incredibly helpful if they could enter a Begin Date/Time and an End Date/Time, so that they would not have to remember to go back in an put themselves ...
Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 1 Roadmap Consideration

Email: Add ability to populate email templates with system users

Streamline workflow by having the ability to populate email templates with users (not only contacts) and would like syncing with Outlook contacts
Guest over 4 years ago in CS - Claims Administration / CS - ClearSight Platform - General 2 Will not implement

Change Coverage Security

Currently, the Change Coverage button in the top ribbon on claims and incidents cannot be modified other than specific entity access. So the Change Coverage button is allowed if a user has Save permissions on the entity. Can we add security to dis...
Guest about 2 years ago in CS - Claims Administration 0 Will not implement

Reset status on Payment Processing export batch

This idea originated from a number of times that two different clients have faced issues. In ClearSight they create vouchers, batch them in Payment Processing, then run an AP Export job that exports the batch to an external system. Sometimes for w...
Guest over 4 years ago in CS - Claims Administration / RMIS - Content/Data Integrations 1 Will not implement

When importing transactions use date of transactions as Inc to Clm date, not date of import

when a transaction is imported onto a record, if the status is Incident, it will be converted to a claim, but the IncToClm date is the date the import was run, not the date of the transaction. Client is requesting that the date used for the IncToC...
Guest about 3 years ago in CS - Claims Administration 1 Will not implement

Ability to be able to edit Subject for Report Distributions

Client wants ability to be able to edit Subject for Report Distributions
Guest about 3 years ago in CS - Claims Administration 1 Will not implement

Reserve Worksheet Event - include updates in After Claim Financial Calculation type

Event type - After Claim Financial Calculation does not include reserve updates entered through the Reserve Worksheet. Need an event that will calculate the reserve updates made in the reserve worksheet upon on save and be reflected in the financi...
Guest over 2 years ago in ClearSight / CS - Claims Administration 0 Future consideration

Need a SIM manager (similar to Tasks) in Claims Administration app

Currently users have no way to search/view SIM records without first locating the attached Claim record. We want something similar to how Tasks are setup in Claims Admin. And maybe be able to add to the HOME page as well (like we can with tasks)
Guest over 3 years ago in CS - Claims Administration 1 Roadmap Consideration

Adjust My Tasks View - Include Eventual Subordinates

Client has a user structure that includes Supervisors and Team Leads. As a result, the Supervisor role needs to see the Open Tasks of their eventual Subordinates, but that is not an option from the My Tasks tab on the Claims Admin Home page. It ex...
Guest over 2 years ago in CS - Claims Administration 0 Roadmap Consideration