Start with the health card
Enter the Health Card Number and VR (version code), then Validate. For OHIP patients that one step fills in first name, last name, date of birth and sex from the Ministry’s own record, so you aren’t transcribing a card and you aren’t guessing at a spelling. It also confirms the card is currently eligible, which is the single most common reason a claim comes back rejected. The Payment program dropdown is what tells IntelAGENT who is paying. OHIP is the default; RMB, WSIB and private claims are also available, and the fields adjust to what that payer needs.Fill in the service
Service Date is the only always-required field on this panel. The rest depend on what you’re billing:
The Today / Yesterday / Last claim date shortcuts under the date fields are
worth the habit — most claims are for today or yesterday, and Last claim date
repeats whatever you billed last, which is what you want when you’re working
through a stack from the same day.
If the referring physician isn’t in the list, Add New Physician adds them
without leaving the claim.
Diagnosis and codes
Add the Diagnostic Code that best represents why you saw the patient, then the Billing Codes for what you did. Both fields search as you type. Beside each is a Favourites link. These are your own shortlists — the codes you actually bill, one click away instead of a search. Manage edits them. If you find yourself typing the same code repeatedly, put it in Favourites and stop typing it. Once codes are added, quantity, time and fractional percentages are editable directly in the table beneath, for the codes where those matter.Submit, or don’t
The Claim Total at the bottom updates as you add codes — a check on whether the visit is worth what you expected before it goes anywhere.- Submit queues the claim for the next run to the Ministry.
- Save as draft keeps it in Claims, untouched and editable, for when you’re missing something you’ll have later.