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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

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 almost 3 years ago in ClearSight / CS - Claims Administration 0 Future consideration

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

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 almost 3 years ago in CS - Claims Administration 0 Roadmap 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 almost 4 years ago in CS - Claims Administration 0 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 about 3 years ago in CS - Claims Administration 0 Future consideration

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 about 4 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 about 4 years ago in CS - Claims Administration 0 Will not implement

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 over 4 years ago in CS - Claims Administration 0 Will not implement

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 over 3 years ago in CS - Claims Administration 1 Will not implement