Loading
Claims Submission Setup

Claims Submission Setup

Before providers can submit claims in the Service Provider Portal, admins can complete the required setup steps. Enable the prerequisites, customize which claim fields providers see and in what order, and optionally configure automatic invoice data extraction.

Required Editions

View supported product editions.
  • Claim Submission Setup Prerequisites
    Enable settings, turn on related features, and assign permissions before you configure claim submissions in 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.
 
Chargement
Salesforce Help | Article