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Finance
Make electronic claims with Services Australia, including Bulk Bill claims, or if your health service operates fully or partially as a private business, bill a patient privately; and balance your banking records.
Banking
Use the Bank panel to view deposited items and balance your banking records.
Deposit cheques and cash
Record that balanced items were desposited into your bank account.

Finance
Make electronic claims with Services Australia, including Bulk Bill claims, or if your health service operates fully or partially as a private business, bill a patient privately; and balance your banking records.
- Record a Visit
  Create a visit for a patient, add the patient to the patient queue, and initiate the billing process for all types of visits. Alternatively for previous consults, create a visit and bill the patient.
- Patient Claims
  For private billing, transmit patient claims to Medicare so that patients can receive a rebate from Medicare as part of the billing process.
- Medicare Bulk Bill
  For eligible patients, bulk bill the cost of the consult directly to Medicare, using Medicare Australia's online claiming.
- Workers Compensation
  Process Workers' Compensation claims using Helix
- Invoices
  If required, adjust any visit details for a patient's private invoice after it has been issued.
- Receipts
  When payment has been received from an account holder or Services Australia, receipting can be performed for all invoices.
- Transaction History
  View the transaction history for individual patients or account holders, refunds and write-off summaries.
- Banking
  Use the Bank panel to view deposited items and balance your banking records.
  - Access banking information
    Use the Bank panel to view deposited items and balance your banking records.
  - Payment types
    These icons indicate how payments were deposited.
  - Deposit cheques and cash
    Record that balanced items were desposited into your bank account.
  - Balance unbalanced items
    Balance unbalanced cash and cheques so they can be deposited.
- Financial Reports
  Helix provides these reports on the Financial Reports tab.
- Configure Centre Billing
  Add your centre's account details, default billing type, default billing items for different scenarios and your Modified Monach Category for Medicarebilling incentive items.
- Fee Schedules
  Maintain the default fee schedule for patient services that are not bulk billed or DVA-related, import updated MBS and DVA fee schedules into your instance of Helix, and create customised fee schedules.

Deposit cheques and cash

Record that balanced items were desposited into your bank account.

Procedure

Check the values of the cash and text against the actual cash and cheques held at the centre for that day.
On the Balanced tab, expand the date and centre.
If the amount is correct, tick the associated check box.
Click Deposit.
In the Create Deposit confirmation window, confirm this deposit. You and a witness must enter their username and password to acknowledge that the check has been performed.
Click Confirm.

Results

Balanced items are moved to the Deposited list. The Deposited list displays all deposited payments made for the selected period. They are listed by date, centre, role, patient and payment type.
Example deposited items