EMR - Submitting to AG Insurance
Discover the benefits of submitting your insurance claims to AG Insurance for a seamless and efficient experience.
Written by Amelia Boyer
Updated at March 9th, 2026
Table of Contents
Submitting to AG Insurance
This integration allows system users to flag athlete incident reports for automatic submission to AG Insurance as part of a First Notice of Loss EDI transmission.
A minimum set of data is required for each record sent to AG Insurance. If any required fields are missing, a notification will be sent to the account owner. Each night, our system will attempt to re-send any previously incomplete entries—provided the missing data has since been updated.
Required data fields include:
- Athlete First Name
- Athlete Last Name
- Athlete Date of Birth
- Date of Injury
- Primary Insurance Company
- Primary Insurance Member ID
- Injury Body Part
- Affected Area
Most of these fields are required when creating an athlete or injury in the system and should always be present. However, Primary Insurance Company and Member ID are optional within our platform and can be added either through athlete import or by editing the athlete’s profile.
Within the Custom Form Builder, you can use AutoMap to pre-fill required data fields for the AG Insurance intake process.
Important Notes:
To check whether an athlete’s data has been sent successfully you can create a report using the Insurance Submissions report template.
AG Insurance requires primary insurance information. If the athlete does not have primary insurance, please submit their information manually. If you need access to the manual submission form, let us know and we can assign it to your account.
Step-By-Step Tutorial
- When creating a new Incident Report you will see the option to "Send to AG Insurance", select “yes”
- Once you have completed your SOAP note select "Save Incident Report"
- An overnight process will run and look for all injuries that have been marked for "Send to AG Insurance". A file containing this information will be generated and sent via ftps to AG insurance.
If an injury has already been sent, then it will not be sent multiple times.
There is no way to “un-send” an injury.
- If data is missing, the account owner will get a notification detailing the reason for error. Updating the missing information will allow the record to be sent again overnight.
Video Tutorial: Insurance Submission Reporting
Step-By-Step Tutorial: Reporting for Insurance Integration
- Navigate to the reporting tab
- Select Add to create a new report
- Provide your report with a name and description
- From the template listing, select Insurance Submissions
- Select OK
- At this time, you can edit the report if desired. Select Done once completed to get out of edit mode
- Once in run mode, select to run the report
- Submitted Data indicates the incident was sent in full to your insurance adjuster. Missing Data indicates that the required information is incomplete and needs to be filled in. Once the missing information is updated, the overnight sync will attempt to send the data again.
