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Add the Document Schema to the Provider Portal

Add the Document Schema to the Provider Portal

Add the Unstructured Document Processing configuration to the Provider Portal so invoice data maps correctly to payment requests.

Before you begin, complete the steps in Claim Submission Setup Prerequisites.

The document schema selected on the Create Claims Manager component determines how invoice data maps for the claim submission experience.

  1. From Setup, enter Digital Experiences in the Quick Find box and select All Sites.
    Only activated configurations are available in Experience Builder.
  2. For your site, select Builder.
  3. From the page menu in the Experience Builder toolbar, select the Create Claims page.
  4. Select the Create Claims Manager component.
  5. From the Invoice Data Extractor Config list, your document schema name.
  6. Select Publish.
 
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Salesforce Help | Article