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 43

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

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

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

Adding time zone on Time stamp for notes, tasks, attachments

We have a request for adding time zone to timestamp on the Notes. Since the system captures time in CST and our users are in different time zones, it creates confusion. It would be good, if this can applied to tasks, attachments and all possible p...
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Download Full Claim File

Ability to download full claim file – including the pages on the claim, emails, attachments, notes and tasks, etc in one zip file.
Guest over 3 years ago in CS - Claims Administration 1 Will not implement

Reorder Columns on Reserve Worksheet

Client would like to be able to reorder columns on reserve worksheet to be able to mirror their external worksheet they no longer want to use
Guest over 3 years ago in CS - Claims Administration 0 Will not implement

Rework ODG UI in Clearsight to more closely resemble ODG site

On the ODG website, they utilize graphs and larger illustrations to display data. Crete would like to have the ODG UI in Clearsight to have more graphic representation of the data instead of just a data dump into fields. ODG site also allows for a...
Guest almost 3 years ago in CS - Claims Administration 2 Will not implement

Provide information for which templates are linked to which events/actions

The use case presented by the client relates to a task template that is attached to multiple events/actions. Making changes to the task template would have an impact on multiple events/scenarios, but the system currently has no way to signify or n...
Guest almost 3 years ago in CS - Claims Administration 0 Will not implement

Allow users to set schedules ahead of time for out of office on Auto Assignments.

The thought is that it will be challenging for managers to maintain all of their adjusters schedules and know that they have to login to the system and check the out of office on their adjusters profiles. They also thought having a time for which ...
Guest almost 4 years ago in CS - Claims Administration 2 Will not implement

Add Title to Task Calendar

Instead of just "1 Task" showing on the calendar in My Tasks, show the title of the task
Guest almost 4 years ago in CS - Claims Administration 0 Will not implement