Quick Start Guide
Get up and running with SnapBill in a few steps.
1. Create Your Account
Sign up at app.snapbill.ca . You’ll need:
- Your OHIP billing number (6 digits)
- Your CPSO number
- Your medical specialty
After signing up, you can optionally enable two-factor authentication for added security.
2. Connect to OHIP
To submit claims electronically, you need to link your OPS BPS account:
- Go to Settings > OHIP Connection
- Enter your MCEDT credentials (EDT user ID and password)
- SnapBill will verify the connection
If you don’t have an OPS BPS account yet, follow the OPS BPS Registration guide first. You’ll also need to designate SnapBill as your provider.
3. Add Your First Patient
Navigate to Patients in the sidebar and click Add Patient. Enter:
- Patient name and date of birth
- OHIP health card number and version code
- Gender and province
You can also add patients by scanning documents with Snap OCR or importing from another system.
4. Create and Submit a Claim
See the full walkthrough in Your First Claim.
5. Explore the Dashboard
Your dashboard shows a summary of recent activity, revenue, and pending actions. From there, you can navigate to any section using the sidebar.
What’s Next?
- Dashboard Overview — learn the layout
- Your First Claim — step-by-step claim creation
- Ontario Setup — complete OHIP registration and direct deposit
- Tools & Reference — explore the Schedule of Benefits, AI Chatbot, and more
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