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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.
Transaction History
View the transaction history for individual patients or account holders, refunds and write-off summaries.
Transaction History of all Accounts
Displays a complete transaction history of all claims made for an account holder.
Additional Features for Account Holders
View the claim diary and edit the transaction items such as code, amount, service provider, and service type for an account holder.

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.
- 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.
  - Patient Transaction History
    Displays a complete transaction history of all claims made for the patient.
  - Transaction History of all Accounts
    Displays a complete transaction history of all claims made for an account holder.
    - Additional Features for Account Holders
      View the claim diary and edit the transaction items such as code, amount, service provider, and service type for an account holder.
  - Refund Organisations
    If an organisation has been overcharged for services provided to a patient, refund the organisation.
  - Refund Private Patients
    If you have overcharged a patient, you can refund the account holder.
  - Write Off Third Party Payments
    If a patient did not pay their bill, a write off can be performed.
- 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.

Additional Features for Account Holders

View the claim diary and edit the transaction items such as code, amount, service provider, and service type for an account holder.


Features	Descriptions
Claim Diary	To display the Claim Diary, in the Item type column, click Claim Diary. The Claim diary panel is displayed.
Menu list	To edit an item that is invoiced or in progress, hover your mouse over an item, and click Menu list: Adjust - allows you to correct any mistakes made in the billing process, such as a wrong Medicare number. You can change the `code` and `amount`, select a `service type`, select a `Category` for the adjustment, and provide a `Reason`. Adjust Visit - allows you to correct the `Service provider`, select a `Category`, and provide a `Reason`. It applies to all invoices created in a single visit.