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Claim Submission Setup Prerequisites

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Claim Submission Setup Prerequisites

Enable settings, turn on related features, and assign permissions before you configure claim submissions in Public Sector.

Required Editions

  1. Enable Service Delivery and Claims.
    1. From Setup, enter Service Delivery and Claims Settings in the Quick Find box and select Service Delivery and Claims Settings.
    2. Enable Service Delivery and Claims in Public Sector.
  2. Enable Experience Cloud.
    1. Set Up and Configure Your Org for Experience Cloud Sites.
    2. Set up a Experience Cloud Site from the Service Provider Portal Template in Public Sector Solutions.
  3. Verify Data 360 setup.
    1. From Setup, enter Data Cloud Setup in the Quick Find box and select Data Cloud Setup.
    2. Click Get Started to enable Data Cloud.
  4. Configure Field Sets and Field-level Security.
    1. Ensure that provider have the required field-level access for all fields displayed in the Service Provider Portal.
  5. Configure Claim Object Permissions
    1. Ensure that providers have the required access for the Claim object in the Provider Portal.
  6. Assign provider permission sets.
    1. From Setup, enter Permission Sets in the Quick Find box and select Users.
    2. Select Service Delivery and Claims Access for Public Sector Providers.
    3. Select Add Assignments.
    4. Select the providers you wish to add assignments and click Assign.
  7. Repeat the steps for these permission sets:
    1. Service Delivery and Claims Access for Public Sector Providers
    2. Process Unstructured Documents for Customer Community
    3. Document Checklist
    4. Data Cloud User
    5. Provider Management for Partner
    6. For users who work with Outbound payments, assign Outbound Payment Access for Public Sector and Benefit Disbursement.
  8. Configure Catalog & Pricing in Public Sector.
  9. Enable Unstructured Document Processing.
    1. From Setup, enter Document AI in the Quick Find box and select Document AI Settings.
    2. Enable Document AI for Public Sector.
    3. Configure Invoice Extraction for Claim Submission.

See Also

 
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