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Documentation Index

Fetch the complete documentation index at: https://docs.intelagent.ca/llms.txt

Use this file to discover all available pages before exploring further.

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Accessing Settings

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Web App

Click Settings in the sidebar navigation.

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Mobile App

Tap the Settings tab (gear icon) in the bottom navigation.

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Profile Sections

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Basic Information

Your personal account details:
FieldDescription
First NameYour first name
Last NameYour last name
EmailAccount email (used for login)
To update:
  1. Edit the fields
  2. Click Save

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Personal Profile

Professional information for billing:
FieldDescription
Billing NumberYour OHIP billing number
SpecialtyMedical specialty
License NumberProfessional license (optional)

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MOH Group Settings

Ministry of Health group configuration:
  • MOH Group Number - Your assigned group
  • Specialty Code - OHIP specialty designation
  • Payment Program - RMB, FFS, etc.
MOH Group settings affect how claims are processed. Ensure accuracy.

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Facility Associations

Manage the facilities where you practice:
  1. Go to Settings > Facilities
  2. View associated facilities
  3. Add new facilities (if permitted by admin)
  4. Set default facility

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Changing Your Email

To change your account email:
  1. Go to Settings > Basic Information
  2. Enter new email address
  3. Click Save
  4. Verify the new email via confirmation link
Your email is your login credential. Ensure you have access to the new email before changing.

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Changing Your Password

  1. Go to Settings > Change Password
  2. Enter current password
  3. Enter new password
  4. Confirm new password
  5. Click Save
Password requirements:
  • Minimum 8 characters
  • At least one uppercase letter
  • At least one number

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Data Refresh

Refresh cached data from the server:

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Refresh Static Data

Updates billing codes, diagnostic codes, and fee schedules.

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Refresh Recent Data

Syncs recent claims and patient records.

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Refresh Profile

Reloads your profile information from the server.

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Help & Support

From Settings, access:
  • Ask us a question - Opens Intercom chat
  • Documentation - Links to this help center
  • Terms of Service - Legal terms
  • Privacy Policy - Data handling practices

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Deleting Your Account

Account deletion is permanent and cannot be undone.
To delete your account:
  1. Go to Settings
  2. Scroll to bottom
  3. Click Delete Account
  4. Enter your password to confirm
  5. Confirm deletion
What gets deleted:
  • Your account and login
  • Personal profile information
  • Access to the platform
What is retained:
  • Claim records (for legal/audit requirements)
  • Financial records