Overview
IntelAGENT allows you to export your data in Excel format for accounting, record-keeping, or external analysis.Available Exports
Claims Export
Export your claims data with filters:- Date range
- Status (all, submitted, paid, rejected)
- Facility
- Patient
Remittance Advice Export
Download RA data including:- Payment details
- Claim-by-claim breakdown
- Explanation codes
Revenue Report
Export revenue summaries:- Daily totals
- Monthly totals
- Yearly summaries
How to Export
Export Format
All exports are in Excel (.xlsx) format with:- Header row with column names
- Data rows
- Summary totals where applicable
Column Descriptions
Claims Export Columns
| Column | Description |
|---|---|
| Claim ID | Unique identifier |
| Patient Name | Full patient name |
| Health Card | OHIP number |
| Service Date | Date of service |
| Billing Codes | Comma-separated list |
| Billed Amount | Total claimed |
| Paid Amount | Amount received |
| Status | Current claim status |
Scheduled Exports
Set up automatic exports:- Go to Settings > Scheduled Reports
- Select report type and frequency
- Enter email address for delivery
- Save schedule
Scheduled exports are available on Standard and Premium plans only.