> ## 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.

# Claim Submission

> Step-by-step guide to submitting hospital reimbursement claims from the IntelAGENT mobile app or the web portal

## Submit a Claim in 30 Seconds

You can submit William Osler claims either from your phone using the IntelAGENT mobile app, or from the web portal at [app.intelagent.ca](https://app.intelagent.ca). Both follow the same shape:

1. Start a new claim
2. Select **HRP** as the payment program
3. Enter the patient MRN and demographics
4. Confirm service details (date, facility, referring physician)
5. Add a diagnostic code
6. Add billing codes
7. Submit

<Note>
  Whichever device you use, select **HRP** (Hospital Reimbursement) as the payment program — that is what routes the claim to William Osler rather than OHIP.
</Note>

## Step-by-Step Guide

<Tabs>
  <Tab title="Mobile app">
    <Steps>
      <Step title="Open Claims">
        Tap **Claims** in the bottom navigation to open the claim entry screen.

        <Frame>
          <img src="https://mintcdn.com/intelagent/zCyX0wGXsKrqEPyr/images/william-osler/open-claims.png?fit=max&auto=format&n=zCyX0wGXsKrqEPyr&q=85&s=6cbb9f8dd2ac881d631618c978192aff" alt="IntelAGENT mobile app bottom navigation showing the Claims tab selected" width="327" height="89" data-path="images/william-osler/open-claims.png" />
        </Frame>
      </Step>

      <Step title="Enter patient details">
        Enter the patient's **MRN** and demographic details including first name, last name, date of birth, and sex.

        <Frame>
          <img src="https://mintcdn.com/intelagent/zCyX0wGXsKrqEPyr/images/william-osler/enter-patient-details.png?fit=max&auto=format&n=zCyX0wGXsKrqEPyr&q=85&s=cea8f7cbc703cdce018e8e533cb696af" alt="Patient details form showing MRN, first name, last name, date of birth, and sex fields" width="327" height="229" data-path="images/william-osler/enter-patient-details.png" />
        </Frame>

        <Note>
          For William Osler, select **HRP** as the payment program at the top of the screen.
        </Note>
      </Step>

      <Step title="Confirm service details">
        <Frame>
          <img src="https://mintcdn.com/intelagent/zCyX0wGXsKrqEPyr/images/william-osler/confirm-service-information.png?fit=max&auto=format&n=zCyX0wGXsKrqEPyr&q=85&s=de8fdbeb5ed26a37c0e3eef9861c114b" alt="Service information form showing date, facility, referring physician, and date of admission fields" width="320" height="180" data-path="images/william-osler/confirm-service-information.png" />
        </Frame>

        Confirm the following service information:

        * **Service date** — defaults to today's date; tap to change
        * **Facility** — select the William Osler facility (e.g., William Osler HE... - Brampton)
        * **Referring physician** — select if applicable
        * **Date of admission** — enter if the service is related to a hospital admission
      </Step>

      <Step title="Add diagnostic code">
        Select the diagnostic code that explains the clinical reason for the service. You can search by code number or description.

        <Frame>
          <img src="https://mintcdn.com/intelagent/zCyX0wGXsKrqEPyr/images/william-osler/add-diagnostic-code.png?fit=max&auto=format&n=zCyX0wGXsKrqEPyr&q=85&s=1afd7eec781a17ffcbcaa2d64d1c1c22" alt="Diagnostic code selection showing multiple codes and a search field" width="333" height="119" data-path="images/william-osler/add-diagnostic-code.png" />
        </Frame>

        <Tip>
          If you don't see the diagnostic codes you need, go to **Settings** and press **Refresh Cache** to update your local data.
        </Tip>
      </Step>

      <Step title="Add billing code">
        Enter the appropriate OHIP billing code and adjust units if required. You can tap **+ Add Billing Code** to add additional service codes to the same claim.

        <Frame>
          <img src="https://mintcdn.com/intelagent/zCyX0wGXsKrqEPyr/images/william-osler/add-billing-code.png?fit=max&auto=format&n=zCyX0wGXsKrqEPyr&q=85&s=18d6aeefd191b8af15707ad07e5c2719" alt="Service codes section showing a consultation billing code A135A with an option to add more codes" width="333" height="121" data-path="images/william-osler/add-billing-code.png" />
        </Frame>

        Use **+ Copy Previous Claim** to quickly duplicate billing codes from a recent claim.
      </Step>

      <Step title="Submit the claim">
        Review the claim details and the total claimed amount, then tap **Submit Claim**. You can also tap **Save Draft** to save the claim and submit it later.

        <Frame>
          <img src="https://mintcdn.com/intelagent/zCyX0wGXsKrqEPyr/images/william-osler/submit-the-claim.png?fit=max&auto=format&n=zCyX0wGXsKrqEPyr&q=85&s=a0d1667d2b0460c173c8def407e818cd" alt="Submit screen showing Save Draft and Submit Claim buttons with the total claimed amount" width="327" height="99" data-path="images/william-osler/submit-the-claim.png" />
        </Frame>
      </Step>
    </Steps>
  </Tab>

  <Tab title="Web portal">
    <Steps>
      <Step title="Start a new claim">
        Open **Claims** in the left sidebar and click **New Claim** at the top right.

        <Frame>
          <img src="https://mintcdn.com/intelagent/Tc1Zr_-7KDL1KQ7R/images/william-osler/web/01-new-claim.png?fit=max&auto=format&n=Tc1Zr_-7KDL1KQ7R&q=85&s=b5b4090ac58cfc6a7062acd66a22f7be" alt="The Claims page header in the web portal with the New Claim button at the top right" width="1165" height="145" data-path="images/william-osler/web/01-new-claim.png" />
        </Frame>
      </Step>

      <Step title="Select the HRP payment program">
        In **Patient Information**, open the **Payment program** dropdown and choose **Hospital Reimbursement | HRP**. You can type to filter the list.

        The health card field changes to **Patient MRN**, and the OHIP-only **VR** field and **Validate** button disappear — HRP claims are not health-card validated.

        <Frame>
          <img src="https://mintcdn.com/intelagent/Tc1Zr_-7KDL1KQ7R/images/william-osler/web/02-payment-program.png?fit=max&auto=format&n=Tc1Zr_-7KDL1KQ7R&q=85&s=60c52c9ccf80dce651550e4e16293899" alt="The Payment program dropdown filtered to the Hospital Reimbursement HRP option" width="568" height="275" data-path="images/william-osler/web/02-payment-program.png" />
        </Frame>
      </Step>

      <Step title="Enter the patient and service details">
        Enter the **Patient MRN**, then **First name**, **Last name**, **DOB** and **Sex** — none of these fill in automatically for HRP.

        In **Service Information**, set:

        * **Date** — the service date; **Today**, **Yesterday** and **Last claim date** are shortcuts under the field
        * **Facility** — the William Osler site; search by name or by its four-digit facility number
        * **Admission Date** — required for in-patients
        * **Referring Physician** — required for consults

        <Frame>
          <img src="https://mintcdn.com/intelagent/Tc1Zr_-7KDL1KQ7R/images/william-osler/web/03-patient-service.png?fit=max&auto=format&n=Tc1Zr_-7KDL1KQ7R&q=85&s=9e54c98ed22038c4871beeb9750b01ea" alt="Patient Information and Service Information cards filled in for an HRP claim, showing Patient MRN, demographics, service date, William Osler facility, and admission date" width="1133" height="275" data-path="images/william-osler/web/03-patient-service.png" />
        </Frame>

        <Note>
          The MRN format depends on the service date. For services **before 3 October 2026** the MRN is a letter prefix (**N**, **M** or **E**) plus 9 digits, e.g. `N123456789`. For services **on or after** that date it is 9 digits with no prefix, e.g. `123456789`. The hint under the field always shows the format required for the date you entered.
        </Note>
      </Step>

      <Step title="Add a diagnostic code">
        In **Diagnostic Code**, search by code number or description and pick the code that best represents the patient's diagnosis. Your starred codes are under **Favourites**.

        <Frame>
          <img src="https://mintcdn.com/intelagent/Tc1Zr_-7KDL1KQ7R/images/william-osler/web/04-diagnostic-code.png?fit=max&auto=format&n=Tc1Zr_-7KDL1KQ7R&q=85&s=9ad72a76b931ae93fb0693298d1d52b2" alt="The Diagnostic Code search field showing the matching code 428 Congestive heart failure" width="1133" height="170" data-path="images/william-osler/web/04-diagnostic-code.png" />
        </Frame>
      </Step>

      <Step title="Add billing codes">
        In **Billing Codes**, search for each service code and select it. The field holds several codes at once, so add every code for the visit before moving on.

        <Frame>
          <img src="https://mintcdn.com/intelagent/Tc1Zr_-7KDL1KQ7R/images/william-osler/web/05-billing-code-search.png?fit=max&auto=format&n=Tc1Zr_-7KDL1KQ7R&q=85&s=98454fd681400bb422a0655887bfdb86" alt="The Billing and Premium Codes search field showing the matching code C122A, MRP Day 1 after admission" width="1133" height="168" data-path="images/william-osler/web/05-billing-code-search.png" />
        </Frame>

        Each code you add becomes a row in the table below, where **Modifier** (percentage) and **Units** are editable. **Claim Total** updates as you go, and **Suggested Billing Codes** offers premiums commonly billed with what you've entered.

        <Frame>
          <img src="https://mintcdn.com/intelagent/Tc1Zr_-7KDL1KQ7R/images/william-osler/web/06-billing-table.png?fit=max&auto=format&n=Tc1Zr_-7KDL1KQ7R&q=85&s=98ad27dd2ae32926417aa69213b05fb4" alt="The billing codes table showing C122A at 100 percent, 1 unit, and a claim total of $71.80, with suggested premium codes above it" width="1133" height="395" data-path="images/william-osler/web/06-billing-table.png" />
        </Frame>
      </Step>

      <Step title="Submit the claim">
        Check the **Claim Total** in the bar at the bottom of the page, then click **Submit**. **Save as draft** keeps the claim without submitting it, so you can finish it later from the **Draft** filter on the Claims page.

        <Frame>
          <img src="https://mintcdn.com/intelagent/Tc1Zr_-7KDL1KQ7R/images/william-osler/web/07-submit.png?fit=max&auto=format&n=Tc1Zr_-7KDL1KQ7R&q=85&s=708a0b1384cef0cbd0891e2a94e9f83f" alt="The bar at the bottom of the new claim page showing the claim total with the Save as draft and Submit buttons" width="1133" height="78" data-path="images/william-osler/web/07-submit.png" />
        </Frame>
      </Step>
    </Steps>
  </Tab>
</Tabs>

## After Submission

Once your claim is submitted:

* The claim status will show as **Pending**
* At the end of the billing cycle, accepted claims will move to **Paid** status
* You will receive payment directly from IntelAGENT to the bank account you have set up with William Osler

## Tips

* **Double-check the MRN** — ensure you have the correct patient medical record number before submitting
* **Submit promptly** — you have 60 days from the service date to submit your claim
* **Use drafts** — if you're unsure about any details, save as a draft and complete later


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