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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.
Write Off Third Party Payments
If a patient did not pay their bill, a write off can be performed.

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.

Write Off Third Party Payments

If a patient did not pay their bill, a write off can be performed.

About this task

Write off a patient's invoice from History tab.

Procedure

To write off an invoice:

Select Claiming, Banking, and Payments > History from the menu.

The Transaction History panel is initially displayed blank.
In the Search by account holder field, to search the transactions, enter an account holder.

Tip: Alternatively, in the Search by ref # field, enter a reference number.
From the Status list, select All or Unpaid or Unpaid and unfinalised.
The unpaid amount due is displayed in red in the Due column.
Hover your mouse over an item you want to write off, click Edit menu, and then select Write Off from the list.
In the transaction item, select a Category, and provide a Reason for the write off.
Click Save.

Results

A message indicates that the invoice is written off.

What to do next

To display the details of the write off, in the Transaction History, set Show Adjustments.