> ## 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.

# WOHS Onboarding

> Create your account, enrol in William Osler reimbursement, and add your bank account — a self-service setup for William Osler physicians

## Overview

William Osler physicians are reimbursed by **EFT** for services provided to uninsured patients. Setting up is **self-service** — create your account, choose the William Osler reimbursement program, and add the bank account your reimbursements are deposited to. **No subscription, credit card, or MC EDT designation is required.**

IntelAGENT guides you through it in the **onboarding wizard**, which opens right after you sign up. You can return to it any time from the user menu → **User Onboarding**.

<Card title="Download the setup guide (PDF)" icon="file-pdf" href="https://intelagent-public.s3.ca-central-1.amazonaws.com/IntelAGENT-WOHS-Self-Service-Guide.pdf">
  A printable, shareable walkthrough of everything on this page plus updating your banking on desktop and mobile.
</Card>

## 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>

<Info>
  Register with your **`@williamoslerhs.ca` email address** — that's what unlocks the **William Osler reimbursement** option in the next step. If you sign up with a different email, that option is disabled; contact the Medical Affairs office to be set up.
</Info>

## Step 1 — Choose William Osler reimbursement

On **Choose your billing program(s)**, select **William Osler reimbursement**, then click **Confirm & continue**.

<Frame>
  <img src="https://mintcdn.com/intelagent/sir_tPwwuDwZvxMw/images/docs/web-app/onboarding/01-choose-program.png?fit=max&auto=format&n=sir_tPwwuDwZvxMw&q=85&s=977467fcec107beefe11c7093c1459ed" alt="The Choose your billing program(s) step with OHIP billing and William Osler reimbursement options" width="2048" height="1472" data-path="images/docs/web-app/onboarding/01-choose-program.png" />
</Frame>

<Note>
  The two billing programs are **independent** — if you also bill OHIP directly, you can enable **OHIP billing** here too and complete the [OHIP Onboarding](/docs/getting-started/onboarding) steps.
</Note>

## Step 2 — Add your bank account

Enter your **institution** (3 digits), **transit** (5 digits), and **account number**. When you save, we send a **\$0.01 test deposit** to the account (it can take up to 30 days to appear).

<Frame>
  <img src="https://mintcdn.com/intelagent/sir_tPwwuDwZvxMw/images/docs/web-app/onboarding/05-bank-account.png?fit=max&auto=format&n=sir_tPwwuDwZvxMw&q=85&s=ce5f4aedf33a6565d396319101acfbb1" alt="The Add your bank account step with institution, transit, and account number fields" width="2048" height="1520" data-path="images/docs/web-app/onboarding/05-bank-account.png" />
</Frame>

## Step 3 — Confirm your \$0.01 test deposit

Once the test deposit appears on your statement, turn on **Bank account verified**. We don't send real reimbursements until this is on — and you can turn it off any time, for example if your banking details change.

<Frame>
  <img src="https://mintcdn.com/intelagent/sir_tPwwuDwZvxMw/images/docs/web-app/onboarding/06-confirm-deposit.png?fit=max&auto=format&n=sir_tPwwuDwZvxMw&q=85&s=f331d8b0d9167e465ed01ac045a6c010" alt="The Confirm your $0.01 test deposit step with a Bank account verified toggle" width="2048" height="1268" data-path="images/docs/web-app/onboarding/06-confirm-deposit.png" />
</Frame>

## Tracking your progress

The left-hand step list shows the status of every step — completed steps are marked, and the current step is highlighted. When everything is done, the **User Onboarding** reminder in the user menu clears.

## Updating your banking later

You can change your bank account and toggle verification any time from **Settings**, on the web portal or the mobile app — see **[Updating Your Bank Account](/docs/william-osler/bank-account)**.

## Related

* [Updating Your Bank Account](/docs/william-osler/bank-account) — add or update your banking on desktop and mobile.
* [Remittance & Payment](/docs/william-osler/remittance-payment) — how and when reimbursements are paid.
* [OHIP Onboarding](/docs/getting-started/onboarding) — if you also bill OHIP directly.
