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Overview

After you create your account you get immediate access to explore the platform — but before you can submit OHIP claims there are a few steps to complete. IntelAGENT guides you through them in the onboarding wizard. You reach the wizard right after signing up, and you can return to it any time from the user menu → User Onboarding. A red dot stays on that menu item until everything is done.
The onboarding wizard showing a numbered step list on the left and the Choose your billing program(s) step open on the right
You can leave the wizard at any point with Skip for now and pick up where you left off later — your progress is saved.
Billing for services provided at William Osler Health System? See WOHS Onboarding instead — that path is reimbursed by EFT and needs no subscription or MC EDT designation.

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Create your account

Sign up at app.intelagent.ca/register. Enter your name, email, and a password (at least 8 characters), then click Continue — you’ll go straight into the onboarding wizard.
The IntelAGENT Register page with First Name, Last Name, Email address, Password, College number, and Billing number fields and a Continue button

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Step 1 — Choose your billing program

Select OHIP billing to bill OHIP directly, then click Confirm & continue. The remaining steps update to match your selection.
The two billing programs are independent — you can also enable William Osler reimbursement here if you have a @williamoslerhs.ca email. See WOHS Onboarding for that path.

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Step 2 — Subscribe to a plan

Choose the plan that fits your practice and add a payment method. Your card isn’t charged during the free trial (see below).
The Subscribe to a plan step showing the Standard and Premium plan options

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Step 3 — Complete your MC EDT designation

Authorize IntelAGENT to submit claims on your behalf by designating us as your EDT agent through GO Secure. The step lists every instruction inline; for the full walkthrough see the MC EDT Designation guide. When you’ve finished granting permissions, click Confirm validation. IntelAGENT checks with the Ministry that the designation is live. If it isn’t confirmed yet, finish granting the MC EDT permissions and try again.
The MC EDT designation step listing the seven GO Secure steps and a Confirm validation button

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Step 4 — Activation & 90-day free trial

Once you’re subscribed and your designation is confirmed, your account is activated automatically and your 90-day free trial begins — no charge until it ends. You can now submit claims.
A green banner reading You're activated — ready to bill, with a note that the 90-day free trial is active
Until your account is activated, any claims you create are saved as drafts and held — they are only submitted to OHIP once you’re active.

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Tracking your progress

The left-hand step list shows the status of every step — completed steps are marked, and the current step is highlighted. Click any step to jump to it. When everything is done, the User Onboarding reminder in the user menu clears.