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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.
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.
Create a Visit
A visit is automatically created when an appointment is added for a patient. For walk-in patients, create a visit manually.

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.
  - Create a Visit
    A visit is automatically created when an appointment is added for a patient. For walk-in patients, create a visit manually.
  - Initiate Billing
    A visit is automatically created when an appointment is added for a patient. For walk-in patients, create a visit manually.
- 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.
- 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.

Create a Visit

A visit is automatically created when an appointment is added for a patient. For walk-in patients, create a visit manually.

Before you begin

Permissions: Create Visits and Arrive Appointments

About this task

Adding a visit initiates the billing process for all types of visits. Alternatively for previous consults, create a visit and bill the patient.

Procedure

Search for and select a patient.
In the floating navigation bar, click Visit.
In the Create Visit panel, set:
- Centre - the centre you're currently logged in to.
- Work Area - GP, select an alternative work area if required. For example Specialist.
- Date of Service - the current date. If the service was provided on a different day, select a previous date.
- HCP - either the name of the clinician selected when the patient's appointment was made, or First Available. In the latter case, specify a clinician by entering their name in the field.
- Billing type - one of:
  - Medicare
  - DVA
  - Private
  - Pre Employment
  - Workers Compensation
  Tip: DVA and Medicare options are only enabled if these card details have been entered for the patient.
Click Create visit.

Results

This patient is added to the patient queue.

The patient is added to the queue. For more information, see Patient Queue.

You would use this method if you are billing the patient for services delivered that day (the most common method for recording a visit). A visit voucher is printed and given to the practitioner when it is the patient’s turn. After the visit has been recorded, a list of the visit Service Items is added to the patient's timeline, flagged with the Visit items. For more information about Patient Timeline, see Patient Timeline.

What to do next

Process billing.