> ## 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.

# Submit a Claim

> Raise a single claim from scratch, and let the health card fill in the rest

The full claim form is for the visit that doesn't fit a roster or an import — a
consult, a one-off, anything that needs more than a code and a date.

Open it with **New Claim**, top right of any screen.

## 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.

<Tip>
  Validate before you code. A card that fails here would have failed at the
  Ministry weeks later — better to find out while the patient is still in front
  of you.
</Tip>

## Fill in the service

**Service Date** is the only always-required field on this panel. The rest depend
on what you're billing:

| Field                   | When you need it                                         |
| ----------------------- | -------------------------------------------------------- |
| **Facility**            | In-patient work. Also required by some codes regardless. |
| **Admission Date**      | In-patients.                                             |
| **Referring Physician** | Consults.                                                |

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.

## Billing the same thing again

For a repeat visit, don't start here. Find the earlier claim in **Claims** and
use its **Copy** action — it carries the patient, codes and diagnosis over, and
you change the date.

If a claim comes back refused, see [Fix a rejected claim](/docs/guides/find-and-fix-claims).