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.

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.

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.
Subscribing from the iPhone app
1
Open Settings
Tap Settings in the tab bar, then Billing Service Plan under Account.

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.

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:- You are subscribed to a plan, and
- Your MC EDT designation is confirmed — see MC EDT Designation.
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.
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:- Open Settings > Subscriptions (web) or Settings > Billing Service Plan (mobile).
- Click or tap Edit next to the saved card.
- Enter a working card and save.
IntelAGENT does not email a receipt for a successful charge. Your record of what you paid
is the invoice PDF under Reports > IntelAGENT Invoices.