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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.
Transaction History
View the transaction history for individual patients or account holders, refunds and write-off summaries.
Patient Transaction History
Displays a complete transaction history of all claims made for the patient.

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.
- 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.
  - Patient Transaction History
    Displays a complete transaction history of all claims made for the patient.
  - Transaction History of all Accounts
    Displays a complete transaction history of all claims made for an account holder.
  - Refund Organisations
    If an organisation has been overcharged for services provided to a patient, refund the organisation.
  - Refund Private Patients
    If you have overcharged a patient, you can refund the account holder.
  - Write Off Third Party Payments
    If a patient did not pay their bill, a write off can be performed.
- 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.

Patient Transaction History

Displays a complete transaction history of all claims made for the patient.

Amount Due

The amount due or unallocated amount for an invoice is displayed in the Due column and are indicated by red and green text respectively. Total and unallocated amounts for a patient are displayed at the top of the ledger in the Total Due and Unallocated fields.
Transaction History List

Transaction History List

Filters

To minimise the number of transactions on the screen apply filters such as search by reference, status and date range. To focus the transactions by item or visit type, click Item type filter and select the required item types such as Medicare, DVA, private, Pre-employment and Workers' Compensation.

Adjust Invoice or Receipt details

You can adjust or update any transaction details such as incorrect amount, correct an HCP, reverse an invoice or receipt items, write off an invoice and so on. For more information about adjusting the transaction items, see Invoices and Adjust Receipts.

Print the Transaction History

Print or download the completed transaction items with adjustment details. To print:

Select the required transaction items, click Print at the top right.
Tip: If the Print field is inactive after you have selected transaction items, first deselect any Draft visit items, such as Medicare, DVA and undefined.
To print with the adjustment details:
1. Set Show adjustments.
2. In the transaction list, select the adjusted invoice items you want.
3. From the Print list, select Print with adjustment.
The report is displayed in a Print Preview window, where you can print or download the file.