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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.
Balance unbalanced items
Balance unbalanced cash and cheques so they can be deposited.

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
    View the unbalanced, balanced and deposited items in your banking records.
  - Balance unbalanced items
    Balance unbalanced cash and cheques so they can be deposited.
  - Deposit cheques and cash
    Record that balanced items were deposited into your bank account.
  - Payment types
    These icons indicate how payments were deposited.
- Financial Reports
  Helix provides these reports on the Financial Reports tab.

Balance unbalanced items

Balance unbalanced cash and cheques so they can be deposited.

Before you begin

Permissions:

View Banking Records

About this task

In the Unbalanced tab, the oldest records are displayed first. A maximum of 200 records are displayed. If you have more than 200 unbalanced records, newer records are not displayed until older records are balanced.

Procedure

To balance the unbalanced item:

On the Unbalanced tab, working from the top down with the oldest unbalanced items, expand the date, centre and role.
Balance cash and cheques against the funds held at the centre.

Tip:
To view the payment type for the required item, hover your mouse over the payment icon. For more information, see Payment types.
For each item that you want to balance, tick the check box.
Click Balance.

Results

Cash and cheques that must be balanced against what is held at the centre are transferred to the Balanced list. All electronic payments are transferred to the Deposited list.