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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 93 of 1113

Include Tasks, Notes, Attachments created on SIM records related to Claims to show up on Claim Timeline

Include Tasks, Notes, Attachments created on SIM records related to Claims to show up on Claim Timeline and under the respective sections for each on Claim
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Have visual indicators (flags) at top of the claim administration screen when a claim is/has the following conditions

Client wants the below as an example to appear next to Claim number at the top of the CLAIM screen. It would indicate if a claim is associated with any of the following: • Legal representation • Litigation • Subrogation • Death claim • Medicare/CM...
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

Ability to allow custom code mapping related to ISO Claim submission for Loss Type and Coverage Code

Ability to allow custom code mapping related to ISO Claim submission for Loss Type and Coverage Code. New codes can be added/updated by ISO in future for Loss Type and Coverage code, so it will be helpful to be able to edit code mappings for these...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Updating Multiple Tasks

Client would like the ability to Update Multiple Tasks at Once e.g. Change status of multiple tasks at once
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Task Due Date field - enhancements to calendar displayed

When clicking on the Due Date field, display 3 months instead of the current month On the displayed months, show the number of tasks already assigned to that user on the dates Block off or ‘gray out’ vacation dates
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Option to Save and Create New Task

Client requested the ability to "Save and Create New Task" similar to how you can "Save and Create New" from notes.
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Option to filter Custom Letters by Special Analysis fields on CLAIM record

Certain custom letters are only applicable to certain states. Client has requested the option to select what state letters pertain to, such as SPECIAL40 is "Jurisdiction State". If the user creates a letter that would only apply where the claim's ...
Shannon Stout almost 2 years ago in CS - Claims Administration 0 Future consideration

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

Ability to "Change Relationship" for contacts attached to Claims

If a user attaches a contact and selects the wrong Contact Relationship, they must detach the contact, then reattach the contact selecting the correct relationship. A button to Change Relationship would streamline this process.
Guest about 3 years ago in CS - Claims Administration 1 Future consideration

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