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.

ADD A NEW IDEA

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, ...
Share feedback 1

All ideas

Showing 1177

Add more functions to Formula Based Scoring

I would like to offer option, that will bring Formula based scoring to higher level. For me, and our customers will be very usefull, if there will be function like MAX or MIN (and maybe more). For example Risk level = Category 1 x Category 2 x (Hi...
Filip Cernicky over 3 years ago in Active Risk 0 Future consideration

Include Lock/UnLock Financials permissions on Claim to be available in the Entity security permission

Include Lock/UnLock Financials permissions on Claim to be available in the Entity security permission. This is useful when controlling security groups who can have this permissions to do so on Claim.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

Optimize Method in Which SDIE/SDIA Connects to Database

"O ptimizing the way we connect to the FTP server should reduce the backend PostgreSQL connections and further limit when this issue happens."
Guest over 3 years ago in ClearSight 1 Future consideration

Add in the apex trigger for lookup field update for claim

The apex trigger for lookup field update is standard for incident and incident detail, but not for the claim object. It would be helpful to have it on the claim object as a standard when the org is spun up for clients that use portals and claim en...
Guest almost 4 years ago in RMIS - Claims Management & Administration 0 Future consideration

Need ability to create Validation action on event type = ''On Attach Contact (Claim)"

Client needs a date validation for fields that sit on the Contact Relationship table. When you create an event ''On Attach Contact (Claim)" you do not have the option to select Validation as an Action.
Guest almost 4 years ago in CS - Claims Administration 0 Will not implement

Display Assignee information when using Assign Claim function

In Enterprise, the Permanent Assignee, Previous Assignee, and Adjuster (Misc. User 1) fields were displayed above the Select Assignee and Assignment Type drop down fields when using the Assign Claim function. However, this information is not prese...
Guest almost 4 years ago in CS - Claims Administration 0 Will not implement

Ability to double click line item to select a lookup option

Client states her issue is specifically within the Intake App when entering a new event and selecting the Patient lookup. Client states in Enterprise she can just highlight the row of interest to select the appropriate patient, whereas in ClearSig...
Guest almost 4 years ago in  0 Future consideration

Need the ability to access the email form

Client is wanting the ability to edit the email template form, as is, that way they can mark the template dropdown to be required for their end users to force their end users to use a pre-defined template created by their admin
Guest about 4 years ago in CS - ClearSight Platform - General 0 Will not implement

Include designated user email when new user created

The client would like the ability to designate a user to be notified via email when a new user is created. This would be similar to how we designate a user to receive error notifications on the email to claim functionality. This would allow th...
Guest about 4 years ago in ClearSight 0 Will not implement

More detail when Attachment fails to attach on a record

Client wants to Provide user more information when an attachment fails to upload, i.e. file too large, limit reached etc.
Guest about 4 years ago in ClearSight 0 Will not implement