> ## 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.

# OHIP Onboarding

> Create your account and finish OHIP setup — subscribe, designate IntelAGENT as your EDT agent, and activate — so you can submit claims

## 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.

<Frame>
  <img src="https://mintcdn.com/intelagent/sir_tPwwuDwZvxMw/images/docs/web-app/onboarding/07-choose-program-ohip-only.png?fit=max&auto=format&n=sir_tPwwuDwZvxMw&q=85&s=55a7b255f76b6224210e6e944319e167" alt="The onboarding wizard showing a numbered step list on the left and the Choose your billing program(s) step open on the right" width="2048" height="1272" data-path="images/docs/web-app/onboarding/07-choose-program-ohip-only.png" />
</Frame>

<Note>
  You can leave the wizard at any point with **Skip for now** and pick up where you left off later — your progress is saved.
</Note>

<Info>
  Billing for services provided at **William Osler Health System**? See **[WOHS Onboarding](/docs/william-osler/onboarding)** instead — that path is reimbursed by EFT and needs no subscription or MC EDT designation.
</Info>

## Create your account

Sign up at [app.intelagent.ca/register](https://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.

<Frame>
  <img src="https://mintcdn.com/intelagent/6zS44h0xZrK9V1jD/images/docs/web-app/onboarding/00-register.png?fit=max&auto=format&n=6zS44h0xZrK9V1jD&q=85&s=6802430af734696e6c7b927cba5ed45d" alt="The IntelAGENT Register page with First Name, Last Name, Email address, Password, College number, and Billing number fields and a Continue button" width="2880" height="1440" data-path="images/docs/web-app/onboarding/00-register.png" />
</Frame>

## 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.

<Note>
  The two billing programs are **independent** — you can also enable **William Osler reimbursement** here if you have a `@williamoslerhs.ca` email. See [WOHS Onboarding](/docs/william-osler/onboarding) for that path.
</Note>

## 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).

<Frame>
  <img src="https://mintcdn.com/intelagent/sir_tPwwuDwZvxMw/images/docs/web-app/onboarding/02-subscription.png?fit=max&auto=format&n=sir_tPwwuDwZvxMw&q=85&s=083ee280559b3330624cd1d217bdccf2" alt="The Subscribe to a plan step showing the Standard and Premium plan options" width="2048" height="1532" data-path="images/docs/web-app/onboarding/02-subscription.png" />
</Frame>

## 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](/docs/getting-started/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.

<Frame>
  <img src="https://mintcdn.com/intelagent/sir_tPwwuDwZvxMw/images/docs/web-app/onboarding/03-designation.png?fit=max&auto=format&n=sir_tPwwuDwZvxMw&q=85&s=04d63885493ff2f7fab0d6aeb627aa3f" alt="The MC EDT designation step listing the seven GO Secure steps and a Confirm validation button" width="2048" height="1754" data-path="images/docs/web-app/onboarding/03-designation.png" />
</Frame>

## 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.

<Frame>
  <img src="https://mintcdn.com/intelagent/sir_tPwwuDwZvxMw/images/docs/web-app/onboarding/08-activated-banner.png?fit=max&auto=format&n=sir_tPwwuDwZvxMw&q=85&s=4c917d375b4f25802f20647681db02a0" alt="A green banner reading You're activated — ready to bill, with a note that the 90-day free trial is active" width="2000" height="146" data-path="images/docs/web-app/onboarding/08-activated-banner.png" />
</Frame>

<Note>
  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.
</Note>

## 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.
