Loading
Customize Claim Fields

You are here:

  1. Salesforce Help
  2. Docs
  3. Public Sector

Customize Claim Fields

Add a custom field to the Claim object for providers to use for claim submission on the Service Provider Portal. Decide which claim fields providers see and the order in which they appear during claim submission in the Service Provider Portal.

Required Editions

Add a Custom Claim Field

  1. From Setup, open Object Manager.
  2. Select Claim.
  3. Select Fields & Relationships, and then click New.
  4. Select the Text field type, and then click Next.
  5. Define the field.
    1. For Field Label, enter your new field name.
    2. For Length, enter 50.
    3. Press Tab to fill the field based on the Field Label.
    4. Enter a description.
    5. Click Next.
  6. On the Establish field-level security page, select Visible for your Experience Cloud Portal site.
  7. Select Next.
  8. On the Add to page layouts page, click Save.
  9. From the Claim object in Object Manager, select Field Sets.
  10. Select Claim Wizard Fields.
  11. Move the new field to the field set, and place it in the required position.
  12. Select Save.

Remove or Reorder Claim Fields

  1. From Setup, open Object Manager.
  2. Select Claim.
  3. Select Field Sets, and then select Claim Wizard Fields.
  4. Add or remove fields from the field set.
  5. Reorder the included fields to control how they appear in the Service Provider Portal.
  6. Save the field set.

The updated fields and their order appear during claim submission in the Service Provider Portal. These changes do not affect existing claim data.

Configure Claims for a Custom Object

  1. From Setup, enter Custom Metadata Types in the Quick Find box and select Custom Metadata Types.
  2. Select Manage Records on the Claim Wizard Entity Config label.
  3. Select Edit.
  4. Add or remove fields from the field set as needed.
  5. Enter the field set that contains your agency’s custom fields.
  6. Select Save

See Also

 
Carregando
Salesforce Help | Article