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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.
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.

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.
    - Billing Types
      Types of visit and their associated information.
    - Add Billing Items for a Consult
      Create or modify the list of items to be billed for the current consult.
- 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.

Add Billing Items for a Consult

Create or modify the list of items to be billed for the current consult.

About this task

Typically, the patient is billed for service items when their visit is recorded. However, items can also be set or updated during the service.

Procedure

To edit items to be billed during a consult:

In the consult, locate the Visit Items section, towards the bottom of the Consult panel.
Click Add.
In the Set Billing window:
1. If required, from the Billing Type list, select a billing type. The billing type might have already been recorded for you when the patient initially presented to the Front Desk. Otherwise, the billing type defaults to that used for the patient's last visit.
2. In the Billing Items section, billing items may have already beenrecorded for you by practice staff when the patient initially presented to the Front Desk.
  1. To add an item, in the Search field, enter the billing item number or description of the item that you want to add.
  2. Select the required item from the list that is displayed.
  3. If you want to remove an existing item, click Delete to the right of the item.
3. In the Message field, enter a message if required. This message will be displayed in the patient's entry in the Queue.
Click Save Changes.