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Your subscription is what you pay IntelAGENT — a percentage of the OHIP payments you actually receive. It is separate from the money OHIP pays you for your claims. You can subscribe from either app, and whichever you use, it is the same subscription.
If you bill only through William Osler Health System, you are reimbursed by EFT and there is no subscription to set up. See WOHS Onboarding.

Subscribing from the web app

1

Open Settings

Click your avatar in the top right, choose Settings, and stay on the Account Settings tab. Scroll to the Subscriptions card.
The Settings page on the Account Settings tab, with the Subscriptions card below Provider Information and Account Security
2

Choose a plan

Under Plan, pick Standard (0.25% of paid claims) or Premium (2% of paid claims). The chosen plan is outlined and shows a check mark. See Plans & Pricing for what each one includes.
3

Enter your card

Under Payment method, type your card number, expiry and CVC. The card is sent straight to Stripe — IntelAGENT never sees or stores the full number.
The Subscriptions card showing the Standard and Premium plan options, the Payment method card field, and the Save button
4

Save

Click Save. The confirmation reads You have been subscribed.Save stays disabled until you change the plan or enter a card, so nothing happens if you open the card and change nothing.
If you are still going through Account Activation, the Subscribe to a plan step does the same thing — pick a plan, click Add payment method, enter the card and click Subscribe.

Subscribing from the iPhone app

1

Open Settings

Tap Settings in the tab bar, then Billing Service Plan under Account.
The mobile Settings screen with the Billing Service Plan row under the Account heading
2

Choose a package

Tap Self-Service Billing Package (0.25% of paid claims, capped at $39.99/month) or Full Service Billing Package (2% of paid claims). The one you pick turns blue with a white check mark. If you already have a service, that card is tagged YOUR SERVICE.
3

Enter your card

Under Credit Card, fill in the card number, MM/YY and CVC.
The Billing Service Plan screen on iPhone showing the two package options, the Credit Card field and the Start Service button
4

Start Service

Tap Start Service. The confirmation reads Your billing service is now active and you are returned to Settings.
On Android the same screen is called Submission Service, the rates are not shown on screen (they are in the fee schedule), and the button reads Authorize and save card. This is a Google Play requirement, not a different service — the plans and rates are identical.

Changing your plan

Open the same screen, pick the other plan, and save. On the web that is Save; on iPhone it is Start Service. Switching keeps your existing billing cycle — the new rate applies from the switch, and your billing day does not move.

Updating the card we bill

Once a card is on file, the web app shows the card’s last four digits, its expiry and when it was last updated, instead of the card field. Click Edit next to it (Edit on iPhone too) to replace it, enter the new card, and save. The new card replaces the old one. There is no “remove card” button. A paid plan always has a card on file; to stop billing entirely, contact us.

Free trial

New OHIP accounts get a 3-month (90-day) free trial, but it does not start when you sign up. It is granted automatically once both are true:
  1. You are subscribed to a plan, and
  2. Your MC EDT designation is confirmed — see MC EDT Designation.
That is the same moment your account is activated and your held claims start going to the Ministry. Nothing is charged until the trial ends. The trial runs at least 90 days and then extends to the next 17th of the month, so that when it converts your billing lands on the same day as everyone else’s. Days remaining are shown in two places: a Free trial badge at the top of the Subscriptions card, and the Free trial remaining tile on the IntelAGENT Invoices page.

When you are billed

  • Your billing day is the 17th of each month, not the 1st.
  • Each period runs from the 17th to the 17th and is charged in arrears, based on the OHIP payments that landed in that period.
  • Standard: 0.25% of paid claims, capped at $39.99 per billing period.
  • Premium: 2% of paid claims, uncapped.

Finding your invoices

Invoices are not in Settings. Go to Reports > IntelAGENT Invoices in the left sidebar.
The IntelAGENT Invoices report showing the Free trial remaining, Current plan and Payment method tiles above the invoice list
The three tiles across the top show Free trial remaining, Current plan and Payment method. Below them, each invoice lists: Click PDF on any row to download that invoice. The PDF breaks the total down one remittance at a time, showing the OHIP payment it was calculated from, the rate, whether the $39.99 cap applied, and the HST. Until your first charge, the page reads No invoices have been generated yet. You are on a trial, or no remittance has arrived yet.

If a payment fails

Stripe retries a declined card automatically on its own schedule, and emails you when a charge fails. If it keeps failing:
  1. Open Settings > Subscriptions (web) or Settings > Billing Service Plan (mobile).
  2. Click or tap Edit next to the saved card.
  3. Enter a working card and save.
If you are not sure what went wrong, email agent@intelagent.ca.
IntelAGENT does not email a receipt for a successful charge. Your record of what you paid is the invoice PDF under Reports > IntelAGENT Invoices.

Cancelling

There is no cancel button in either app. Email agent@intelagent.ca or use the in-app chat (Settings > Ask us a question) and we will close the subscription for you. Because the fee is charged in arrears, a final invoice usually follows for OHIP payments that arrived before you cancelled.

Questions?

For anything about your subscription or an invoice, contact agent@intelagent.ca or use the in-app support chat.