Display Claims Data

Enable users to see claims, claim diagnoses, and claims providers by setting tab visibility for claims and related objects.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


Make sure your organization has enough custom tabs available. Ask your Salesforce representative to confirm that Max Custom Tabs is set to 5 or greater.

Note

  1. In Setup, in the Quick Find box, enter Profiles, and then select Profiles.
  2. Click the profile that needs to view claims data.
  3. Click Edit and scroll down to Tab Settings.
  4. Under Standard Tab Settings, select Default On next to Claims.
  5. Under Custom Tab Settings, select Default On next to Claim Diagnoses, Claim Diagnoses Procedures, Claim Headers, Claim Lines, and Claim Providers.
  6. Save your changes.
  7. Repeat for each profile that needs to view claims data.
To check that the data is visible, log in using one of the profiles you edited, then go to the Health Cloud console and look for the new tabs.