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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.
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.
Unsuccessful Patient Claims
Fix unsuccessful claims and resubmit them to Services Australia.
OPV Check for Payer (Claimant)
Claims can only be transmitted if both the patient and payer OPV checks are successful.

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.
  - Pay Through Tyro
    After processing the billing, you can make a payment through Tyro automatically.
  - EasyClaim with Tyro
    After a patient has paid for their consult in full, a Medicare claim can be processed through Easyclaim or submitted to Services Australia.
  - Claim Summary
    After a claim has been successfully submitted to Medicare, a claim summary is generated.
  - Unsuccessful Patient Claims
    Fix unsuccessful claims and resubmit them to Services Australia.
    - Correcting Patient Claims
      You can view the list of pending claims and error messages for failed claims that have already been transmitted to Services Australia. You can also delete claims that have already been transmitted.
    - OPV Check for Payer (Claimant)
      Claims can only be transmitted if both the patient and payer OPV checks are successful.
- 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.

OPV Check for Payer (Claimant)

Claims can only be transmitted if both the patient and payer OPV checks are successful.

If the payer is not the same person as the patient, a second OPV check for the payer occurs.
Web service - Patient OPV successful

If the payer OPV is unsuccessful, adjust the payer details in the patient demographics.
Web service - Payer OPV Failed