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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.
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.
EasyClaim with Tyro
After a patient has paid for their consult in full, a Medicare claim can be processed through Easyclaim or submitted to Services Australia.

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.
- Add Billing Items for a Consult
  Create or modify the list of items to be billed for the current consult.
- 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.
  - Pay Through Tyro
    After processing the billing, you can make a payment through Tyro automatically.
  - EasyClaim with Tyro
    After a patient has paid for their consult in full, a Medicare claim can be processed through Easyclaim or submitted to Services Australia.
  - Claim Summary
    After a claim has been successfully submitted to Medicare, a claim summary is generated.
  - Unsuccessful Patient Claims
    Fix unsuccessful claims and resubmit them to Services Australia.
- 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.
- 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.

EasyClaim with Tyro

After a patient has paid for their consult in full, a Medicare claim can be processed through Easyclaim or submitted to Services Australia.

About this task

After receiving full payment from the patient via EFTPOS, receipting is completed automatically, that is, a tax invoice and receipt are generated. A claim can then be submitted for the patient to Medicare using EasyClaim. Services Australia deposits the refund directly into the patient's bank account.

Note: Payment can be made by cash, however, issuing receipts will be manual and you cannot use Easyclaim to claim a refund.

Procedure

To claim through EasyClaim:

In the Refund/Claim method field, set Easyclaim (EFTPOS).

Note: Easyclaim (EFTPOS) cannot be used for DVA, child immunisations, in-hospital services and complex pathology claiming.
To submit a claim, click Transmit.
Follow the instructions on the screen.

Results

The claim is submitted to Services Australia.

What to do next

Unsuccessful claims are listed on the Pending claims tab. For more information, see Unsuccessful Patient Claims.

Transmitted claims are listed on the Transmitted tab Transmitted claims tab. If required, you can print the required transmitted claims. For more information, see Print or Download Transmitted Claims.