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Customize the claim fields that providers see, and use Unstructured Document Processing to extract information from uploaded invoices. Configure the Service Provider Portal so that providers can create claims for delivered services.
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Claim submission enables authenticated providers to create claims for eligible services delivered to constituents. Providers select the services they delivered and enter claim and payment information. When applicable, they upload invoices. They then review their claims and submit them to the agency.
Salesforce admins can customize the fields shown during claim creation. Providers see only fields included in the configured field set that they have permission to access.
Agencies can also configure Unstructured Document Processing to extract supported claim and line-item information from uploaded invoices. Invoice extraction is optional. If you don't configure Unstructured Document Processing, providers enter the required information manually. See Configure Invoice Extraction for Claim Submission, which uses Unstructred Document Processing.
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