---
schema_version: "1"
id: cc7227a2af0b058681d084f329596e11a304d0413bb6f437b5c83365496c546f
title: Submit Claims in the Service Provider Portal
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/aps_claims_submit_claims_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.aps_claims_submit_claims_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 099847b935cb851535d7b910bff991589deac25efb85d935a1028bbffd4302f0
description: Create and submit claims for authorized services delivered to constituents. In the Service Provider Portal, select delivered services, provide claim and payment information, upload invoices, review your claims, and save unfinished work as a draft.
products:
  - Public Sector
release: "264"
---
# Submit Claims in the Service Provider Portal

Create and submit claims for authorized services delivered to constituents. In the Service Provider Portal, select delivered services, provide claim and payment information, upload invoices, review your claims, and save unfinished work as a draft.

### 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>

## How Claim Submission Works for Providers

A claim is a request for payment for a service that you delivered to a constituent. You start a claim by selecting an eligible delivered service in the Service Provider Portal. The fields and options that you see depend on your agency's configuration.

During claim submission, you can:

- Select one or more eligible delivered services.
- Enter claim and payment information.
- Upload an invoice when required by your agency.
- Review information extracted from an invoice when your agency uses Unstructured Document Processing. See [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), which uses Unstructred Document Processing.
- Review each claim before submitting it.
- Save unfinished claims as drafts and return to them later.

Only eligible delivered unclaimed services are available for new claims. When you select multiple unclaimed services, the portal creates claims based on the selected services and organizes them by constituent.

## Payment Instruments

A payment instrument identifies how you receive payment. The payment instruments available during claim submission are associated with your provider account.

- **[Create and Submit Claims](https://help.salesforce.com/s/articleView?id=ind.aps_claims_create_submit.htm&release=264.0.0&type=5)**  
    Create claims for one or more eligible delivered services and submit them to your agency.
- **[Work with Draft Claims](https://help.salesforce.com/s/articleView?id=ind.aps_claims_save_claim.htm&release=264.0.0&type=5)**  
    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.
- **[Review Submitted Claims](https://help.salesforce.com/s/articleView?id=ind.aps_claim_review_submitted.htm&release=264.0.0&type=5)**  
    Track submitted claims and review the claim information, including each claim’s status.

#### See Also

- [Create and Submit Claims](https://help.salesforce.com/s/articleView?id=ind.aps_claims_create_submit.htm&release=264.0.0&type=5 "Create claims for one or more eligible delivered services and submit them to your agency.")
- [Work with Draft Claims](https://help.salesforce.com/s/articleView?id=ind.aps_claims_save_claim.htm&release=264.0.0&type=5 "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.")
- [Review Submitted Claims](https://help.salesforce.com/s/articleView?id=ind.aps_claim_review_submitted.htm&release=264.0.0&type=5 "Track submitted claims and review the claim information, including each claim’s status.")
- [Create or Clone List Views in Experience Cloud](https://help.salesforce.com/s/articleView?id=experience.rss_record_list_view.htm&type=5&language=en_US)