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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a service definition category for Insurance claims

Create a service definition category in Insurance claims to properly classify and handle claims that are related to a particular benefit.

Before you begin

Set the application scope in your instance to Insurance claims.

Role required: admin

About this task

A service definition category is a logical grouping of service definitions. It can act as a filtering mechanism and reduce the number of available services.

Procedure

  1. Navigate to All > Insurance claims > Administration > Service definition categories.

  2. Select New.

  3. On the form, fill in the fields.

    FieldDescription
    NameName of the service definition category.
    DescriptionDescription of the service definition category.
    OrderOrder in which the service definition category is displayed.
    ActiveWhether the service definition category is active.
  4. Select Submit.

Parent Topic:Creating a service definition for Insurance claims