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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.
Invoices
If required, adjust any visit details for a patient's private invoice after it has been issued.
Delete Draft Invoices
You can delete draft invoices that are no longer needed. A deleted (draft) invoice cannot be recovered and reused.
Actions - Deleted Draft Invoices
When you delete a draft invoice, visits, consults, progress notes and reports are affected.

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.
  - Adjust - Item or Amount
    Adjust an item code or invoice amount in the patient's invoice.
  - Reverse Invoice
    If the visit type or service date was incorrectly recorded, reverse the patient's invoice.
  - Adjust Visit
    Correct an HCP in a patient's invoice, if required.
  - Write Off an Invoice
    If there is no chance of an invoice being paid, you can write off the invoice
  - Delete an Unbatched Draft Invoice
    If the draft invoice is unbatched, you can delete invoices for Medicare and DVA visits individually.
  - Delete a Batched Draft Invoice
    If the draft invoices are batched, Helix allows you to automatically unbatch and delete the required items for Medicare and DVA visits.
  - Delete Draft Invoices
    You can delete draft invoices that are no longer needed. A deleted (draft) invoice cannot be recovered and reused.
    - Actions - Deleted Draft Invoices
      When you delete a draft invoice, visits, consults, progress notes and reports are affected.
- 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.

Actions - Deleted Draft Invoices

When you delete a draft invoice, visits, consults, progress notes and reports are affected.

The following table explains the impact on these areas when you delete draft invoices.


Actions	Descriptions
Visit-related behaviour	The related visit is not automatically deleted. The patient is not removed from the queue. If a visit has only draft invoices associated with it, the related appointments are marked as `no payment taken - invoice deleted`.
Deleted draft invoices and reporting	Deleted draft invoices are displayed in the Daily Visits report. Those draft invoices are shown as `Deleted` in the report. If a visit had a draft (deleted) invoice and has at a later stage a new invoice (either draft, issued, paid), both entries are shown in the report. Each invoice is a separate line item in the report. The report filter shows draft (deleted) invoices only.
Consults and HCP notes	The related consult notes and any other items for this visit are not deleted. The HCP visit and related items for this consult are not affected.