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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.

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.

Initiate Billing

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

You can process billing and finalise an invoice before or after a consult, or for a previous visit where tha consult was not paid.

Finalisation of an invoice generally occurs at the end of a consult. However, if you want to finalise before the consult, in the Visit, click Process Billing.

For services delivered on the same day, after a consult is concluded and a visit has been recorded, a list of the visit Service Items is added to the patient's timeline, flagged with the Visit items and to the Billing page.

Procedure

In the Visit, click Process Billing
In the Billing page, from the Billing type list, select a billing type.

Depending on the billing type selected, different options are displayed. For more information, see Billing Types.
In the Code field, to add the required Service item, click and enter the item number. The default amount for the service item is entered automatically, but it can be modified by manually.
From the Service fee type list, select an appropriate fee type. This is used to group invoices together.
If the service seems unusual, a warning message may be displayed. From the Service text list, select a justification. For example, if a patient has already had an appointment today and is being billed for another appointment, select a service message to explain the second consultation, such as Not Duplicate Service. In the Service text column, click Menu, and select an option or enter text in the Service text field and click OK. This displays as a note on the invoice.
In the Annotation section, enter any notes.
The total amount due is displayed in the Due field.
A patient can pay the amount before their consultation, and any adjustments can be made after the consultation or pay after the appointment. If the patient is paying now, select a payment method.
If required, set Print.
Click Save to save a draft.
Click Issue to generate a receipt.

Results

This patient is added to the patient queue.

What to do next

At the end of the consult, finalise the account.