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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.
Receipts
When payment has been received from an account holder or Services Australia, receipting can be performed for all invoices.
Adjust Receipts
If required, adjust any visit details for a patient's receipt after it has been issued.
Adjust - Amount and Payment Type
Adjust a receipt amount or payment type in the patient's receipt if required.

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.
  - Bulk Receipting
    When a payment has been received from an account holder, bulk receipting can be performed for all invoices listed under that account holder.
  - Medicare Receipting
    When a payment has been received from Services Australia, receipting can be performed.
  - Adjust Receipts
    If required, adjust any visit details for a patient's receipt after it has been issued.
    - Adjust - Amount and Payment Type
      Adjust a receipt amount or payment type in the patient's receipt if required.
    - Change Work Area
      Change an HCP's work area in the patient's receipt if required.
    - Reverse a Receipt
      If the visit details were incorrectly recorded, cancels the payment receipt.
- 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.

Adjust - Amount and Payment Type

Adjust a receipt amount or payment type in the patient's receipt if required.

Before you begin

Warning: If a patient claim has been submitted, you must complete a same-day delete before you adjust the receipt amount.

About this task

Adjust an amount or payment type in the Transaction History panel.

Procedure

To adjust an amount or payment type:

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, reference number or set a status of Receipts.
Hover your mouse over the receipt item and click Menu.
From the list, select Adjust.
In the Amount field, update the required amount.
To change a payment type, in the Make adjustment by field, click the current payment type icon and select the required payment type icons such as manual, HICAPS, cash, direct deposit or cheque.
From the Category list, select an appropriate category for an adjustment.
In the Reason field, enter a reason for the receipt adjustment.
Click Save. A Adjust Receipt confirmation prompt is displayed.
To complete the adjustment, enter your credential details:
1. In the User Signoff section, enter your username and password.
2. In the Witness Signoff section, enter the witness user's username and password and use a domain account.

Results

An Unallocated amount is displayed in a green box and the amount due to the patient is displayed in green in the Due column.
Receipt Adjustment - results

Receipt Adjustment - results