CS - Claims Administration

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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 over 2 years ago in CS - Claims Administration 0 Future consideration

3 VOTE

CS Claimant Portal for data entry by claimant of ACH banking information

Potential need to have the ability for claimant to privately enter their ACH banking information via a portal. Security would be involved, currently known that claim adjuster and supervisors do not access to see the ACH sensitive data. Unsure if a...

Guest over 3 years ago in CS - Claims Administration 0 Future consideration

3 VOTE

Grade Adjusters

Suggested by the Customer Advisory board. Clients would want a dashboard that rates the performance of her adjusters in one single place.

Guest over 3 years ago in CS - Claims Administration 1 Future consideration

3 VOTE

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

3 VOTE

Need Time Based Events for SIM records

Client is heavily using our SIM records and need the option to have TBE on SIM. This is currently not an option.

Guest over 3 years ago in CS - Claims Administration 0 Will not implement

3 VOTE

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 almost 4 years ago in CS - Claims Administration 1 Future consideration

2 VOTE

Do not need the Json files received in responses back from ODG to be visible in attachments, Claim Timeline or sent to DMS

Do not need the Json files received in responses back from ODG to be visible in attachments, Claim Timeline or sent to DMS.

Guest over 2 years ago in CS - Claims Administration 0 Will not implement

3 VOTE

Update Claim Policy Number on Policy Number Change in Policy App

When policy number is updated in the Policy App it should update the policy number field on the Policy page of the claim for all claims attached to the policy. Currently, when updating the Policy Number from the Policy App, it will update the Poli...

Guest almost 4 years ago in CS - Claims Administration 2 Will not implement

3 VOTE

Add "Contacts" page to SIM record

Client needs to link Contacts to SIM records. We are using SIM to track their Subro records (they have many to one). We are currently using contact lookups to pull in contact data to the SIM record. We are also working on a trigger that will autom...

Guest almost 4 years ago in CS - Claims Administration 1 Will not implement

2 VOTE

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

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