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

CS - Claims Administration

Showing 93 of 1113

In Clearsight - Ability to bulk download emails and email attachments

I now have two clients ask for the ability to be able to bulk download emails and attachments in Clearsight. Client A needs it so they can instruct a solicitor/lawyer at some stage of the claim and provide them with all the correspondence includin...
Guest over 3 years ago in CS - Claims Administration 2 Roadmap Consideration

Allow Ability to Reformat/Reorganize Icons on Claims

A client utilizes Custom Letter frequently and often edits those custom letters before attaching. In order to find the upload button, they have to know to look behind the drop down of available icons at the top of the claim. They would like to be ...
Guest over 3 years ago in CS - Claims Administration 2 Roadmap Consideration

Bulk Close Claims button

Client is asking for an option to close claims in bulk from the view, currently they can close claim one by one from the claim record page. A close claim button to close all selected claim is the preferrable option Examples: Overall settlement agr...
Guest over 2 years ago in CS - Claims Administration 0 Future consideration

Customized Close Claim Options

Client has specific workflows that require users to complete claim fields prior to a claim being closed. As a result, we have built Claim Validations, but often times a user will go through the entire exercise of closing a claim (producing a final...
Guest over 2 years ago in CS - Claims Administration 2 Future consideration

Highlight mandatory fields in Intake

Client would like to have highlighted the mandatory fields in Intake as the red star is not enough for them
Guest about 2 months ago in CS - Claims Administration 1 Will not implement

Attached Documents when Using Notes in ClearSight

Customer has requested the ability to attach documents when the user is in the Notes feature of ClearSight.
Guest over 3 years ago in CS - Claims Administration 0 Future consideration

In CS platform, Zelle / Venmo payment capability for claim payments for this preferred method

Per Claims Innovation 2022 conference this capability is standard due to younger demographic expectation and reality of receiving payments. No desire to receive paper checks as a preference and as a reality of not having a mailing address for mobi...
Guest over 2 years ago in CS - Claims Administration 1 Will not implement

Option to make Email Templates Major Coverage specific

Similar to how we can configure Custom Letters by major coverage, this would give clients more flexibility.
Shannon Stout over 2 years ago in CS - Claims Administration 3 Future consideration

Temporary Adjuster reassignment needs to immediately reflect temp adjuster

In Clearsight, when a user selects Temporary Claim Reassignment, they enter a date range (begin/end date) and the changes to the adjuster do not happen immediately. This process runs overnight and users will not see the new adjuster (or assignment...
Shannon Stout about 3 years ago in CS - Claims Administration 3 Future consideration

Recycle Bin for Claim Deletes

When clients accidentally delete claim(s) in order to restore the deleted claim it must pass Tier 1, Data Architect (Braude) and Windows Infrastructure to restore attachments. The attached hours are only Tier 1 hours and sample cases, but each tea...
Guest over 2 years ago in CS - Claims Administration 1 Will not implement