---
schema_version: "1"
id: bcca969b7dfe08014eafbd212cacc7ca8f7813bcf94fddb03720fa1b955b5ade
title: Claims Submission Setup Prerequisites
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aps_claims_submission_prerequisites.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aps_claims_submission_prerequisites.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 203727a61d7eb52817d0a815006966e041657a19b9e7cd7ac25a79792036787b
description: Enable settings, turn on related features, and assign permissions before you configure claim submissions in Public Sector.
products:
  - Public Sector
release: "264"
---
# Claims Submission Setup Prerequisites

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=ind.psc_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions, user interfaces, and add-ons that support Public Sector.">View supported product editions</a>.</td></tr></tbody></table>

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](https://help.salesforce.com/s/articleView?language=en_US&id=experience.networks_setup_maintain_communities.htm&type=5).
    2. Set up a [Experience Cloud Site from the Service Provider Portal Template in Public Sector Solutions](https://help.salesforce.com/s/articleView?id=ind.psc_provider_site_create.htm&type=5&language=en_US).
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](https://help.salesforce.com/s/articleView?id=ind.aps_claims_catalog_catalog_services_and_pricing_overview.htm&type=5&language=en_US).
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](https://help.salesforce.com/s/articleView?id=ind.aps_claims_invoice_extraction_overview.htm&type=5&language=en_US).

#### See Also

- [Claims Submission](https://help.salesforce.com/s/articleView?id=ind.aps_claims_submission_overview.htm&release=264.0.0&type=5 "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.")
- [Create an Experience Cloud Site from the Service Provider Portal Template in Public Sector Solutions](https://help.salesforce.com/s/articleView?id=ind.psc_provider_site_create.htm&release=264.0.0&type=5 "Use a template to create an Experience Cloud site that includes pages for providers to process referral requests, track service delivery, and manage their information.")
- [Catalog & Pricing Setup Prerequisites](https://help.salesforce.com/s/articleView?id=ind.aps_claims_catalog_prepare_catalog_prereqs.htm&release=264.0.0&type=5 "Enable settings, turn on related features, and assign permissions before you configure claim submissions in Catalog & Pricing in Public Sector. Decide how your agency identifies services, structures categories, models attributes, and separates standard and negotiated fee schedules. Gather service codes and source data before using an import template.")