Loading
Work with Draft Claims

You are here:

  1. Salesforce Help
  2. Docs
  3. Public Sector

Work with Draft Claims

Save a claim as a draft when you aren't ready to submit it. A draft retains the claim information that you saved so that you can reopen the claim, finish it, and submit it later.

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

Save a Draft Claim

  1. In the Service Provider, select Claims.
  2. Select an unclaimed delivered service.
  3. Select Create Claim.
  4. Enter the claim information.
  5. Upload an invoice.
  6. Select Save & Close.

The saved claim is available in Draft Claims.

Resume and Submit a Draft Claim

  1. In the Service Provider Portal, select Claims.
  2. Select Draft Claims.
  3. Select Edit to open a draft claim, or select multiple drafts and select Open Draft Claims.
  4. Review the claim information.
  5. Select Next.
  6. Confirm the claim information.
  7. Submit the claim.

The confirmation page shows information about the submitted claim, including its claim ID and claimed amount.

See Also

 
Cargando
Salesforce Help | Article