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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Pinned ideas

PINNED VT Risk - Dashboard Order - Ability to reorder items on a Portal Page or Widgets or Custom Links on the Dashboard
Users with security groups to edit dashboards should be able to reorder existing links in portal pages or gadgets. Portal Pages: Introduce burger drag icon for each link item to allow re-arrangement or on selection of an item options to move top, ...
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All ideas

Showing 1177

Intake search functionality across notice status'

Ability to search across all 3 notice statuses at once - In Progress, In Review, and Completed. Today we can only search one status at a time.
Guest over 3 years ago in  0 Future consideration

Ability to Track attachments upload by users.

When client use the email to claim function to send attachments to the system. Activity monitoring is tracking file attachments but it does not inform you of the claim the attachment is tied to. You have no way of seeing what claim the attachment ...
Guest over 3 years ago in ClearSight 0 Will not implement

BAE enhancement request - comments created on columns should be copied across to new allocations if the allocation is copied

In the Allocation App, the ability to add comments against the allocation variables in the Columns page is really useful. However, when the allocation is copied, comments are not retained and copied to the new version.
Guest over 3 years ago in CS - Allocations 0 Will not implement

Enable the ability to determine which of the New Claim Transaction buttons to display on the Claim page layout based on permission

This client has users that are allowed to create Reserve transactions on a Claim record, but not Payment transactions. The users can view all payment transactions, so we do not want to remover their access to the Payment record types. There is cur...
Guest over 3 years ago in RMIS - Claims Management & Administration 0 Future consideration

Implement Root Cause Analyses and Actions (RCA2) within RCA module

Root cause analysis (RCA) is a process widely used by health professionals to learn how and why errors occurred, but there have been inconsistencies in the success of these initiatives. With a grant from The Doctors Company Foundation, the Nationa...
David McElroy over 7 years ago in Riskonnect Healthcare 2 Future consideration

Merge Event Records

Requirements: Automated process to detect possible duplicate reported events. Ability to present the detected possible duplicated reported events to a platform user on a scheduled basis Ability to evaluate and determine which events are actual dup...
David McElroy over 7 years ago in Riskonnect Healthcare 0 Roadmap Consideration

Portal - Ensure Logout links work and return user to the login page

Currently, the log out links in the intake portal landing page and property values collection portals (applicable for contact identification only), do not actually log a user out. It may only return them to the landing page, but still logged in as...
Guest over 3 years ago in RMIS - Intake 0 Future consideration

Mass Transfer of File Records Between Objects

Captures client needs when File records are associated with a certain object type and need to be transferred to another object type in a mass edit (i.e., transfer attachments shared with Program records onto Policy records) from a record layout of...
Guest over 3 years ago in RMIS - Insurance Policy Management 0 Future consideration

Increase Title fields character limits to more than 255

Facing a challenge with our client with 255 character limitations in the Title fields of Risks and Plan label set. It has been advised to us by the client to increase the character limit to 2000+ in order to give more flexibility to customer requi...
Amir Abdul Rauf over 3 years ago in Active Risk 0 Future consideration

Check Tracking - Additional Search Defaults

Payment Processing - Check Tracking. Request to add Client ID and Bank Account as search fields to select for the Search Defaults in a view.
Guest over 3 years ago in CS - Claims Administration 0 Will not implement