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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.
Write Off an Invoice
If there is no chance of an invoice being paid, you can write off the invoice

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.
- 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.
  - Print Invoices
    Print invoices and include an HCP's bank account details in the invoices if required.
- 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.

Write Off an Invoice

If there is no chance of an invoice being paid, you can write off the invoice

Before you begin

Warning:

Before you write off an account, you must review the status of the patient claim because Medicare may have already processed the claim and returned a portion of the cost of the service.

About this task

Write off an unpaid outstanding balance for a patient invoice from the Transaction History panel.

Procedure

To write off an invoice:

From the Patient Search or Patient Queue, select a patient.
To view a patient's transaction history, click Transaction History in the floating navigation bar. You are redirected to the Transaction History panel.

Tip:
To minimise the number of transactions on the screen, apply filters such as a date range, visit type, reference number, paid or unpaid.
Hover your mouse over the invoice item and click Menu.
From the list, select Write Off. Validate the outstanding amount to be written off. The amount cannot be adjusted, so cancel the process if the amount is incorrect.
From the Category list, select an appropriate category for the unrecoverable income.
In the Reason field, enter why this income is considered unrecoverable.
Click Save.

Results

A confirmation message is displayed at the top.

What to do next

To view the details of the write off, in the Transaction History, set Show Adjustments to display user details, date, time, reason and comments.
Set- Show adjustment checkbox

Set- Show adjustment checkbox

To print the required invoices or adjustment details, from the Print list, select either Print or Print with adjustment. For more information, see Print Invoices.