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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

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

Allow user to move Pending/Unprocessed payments to a different Claim

Would allow users to move pending payments to the correct Claim before transactions are exported/processed
Guest over 3 years ago in CS - Claims Administration 0 Roadmap Consideration

Custom Letters - need checkbox option for user to check/uncheck

Would like an option to insert a checkbox in a custom letter.
Guest over 2 years ago in CS - Claims Administration 2 Will not implement

Add ROI (Report of Injury) data fields to Activity Monitoring

In Activity Monitoring currently, Report of Injury is available under the Document Type selection screen. However, there are no options available to enable tracking on the ROI data fields. Clients would like the option to track who made changes on...
Guest almost 3 years ago in CS - Claims Administration 0 Future consideration

Claimant portal: Limit transactions view for claimant only

Client needs to be able to show payments to the claimant ONLY? This would be a way for the claimant to see a check has been issued and track status, but they would not want to show financials grid or reserves or other payments that were not to the...
Guest almost 3 years ago in CS - Claims Administration 0 Future consideration

Claimant portal needs to give users language choice and translate

We demo'd Claimant Portal to a client, and this is a requirement since many of their employees are not native English speakers, so they need to be able to select their language and view the data in that language.
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement

Ability to delete cancelled scheduled payments

Currently, the only way to remove scheduled payments is to update the schedule. If the individual payments are cancelled, they cannot be deleted, which may confuse some users
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement

Ability to update My Claims view under Claims Admin app

Client has asked for the ability to update My Claims view under Claims Admin app.
Guest over 4 years ago in CS - Claims Administration 1 Future consideration

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