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 Subscribe
Status Will not implement
Categories CS - Claims Administration
Created by Guest
Created on Nov 25, 2020

RELATED IDEAS

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 open Occurrence since we can not modify the Financial Page form. This is an extra step that the client would like to have removed. We have added Occurrence number to the Summary on the Claim but without this field being a link it does not provide the functionality the client is looking for.

  • Attach files