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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.
Banking
Use the Bank panel to view deposited items and balance your banking records.
Access banking information
View the unbalanced, balanced and deposited items in your banking records.

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.
- MyMedicare
  View a patient's MyMedicare registration details in Helix.
- 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.
- Banking
  Use the Bank panel to view deposited items and balance your banking records.
  - Access banking information
    View the unbalanced, balanced and deposited items in your banking records.
  - Balance unbalanced items
    Balance unbalanced cash and cheques so they can be deposited.
  - Deposit cheques and cash
    Record that balanced items were deposited into your bank account.
  - Payment types
    These icons indicate how payments were deposited.
- Financial Reports
  Helix provides these reports on the Financial Reports tab.

Access banking information

View the unbalanced, balanced and deposited items in your banking records.

Before you begin

Permissions:

View Banking Records

About this task

View the banking records in the Bank tab.

Procedure

To access banking records:

Select Claiming, Banking and Payments.
Select Bank. If this tab is not visible, it is because your account does not have permission to access Banking.

Results

Banking records are displayed in their respective Status tabs, such as Unbalanced, Balanced, and Deposited.
Example Bank panel content