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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.
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.
Create a Medicare Bulk Bill Visit
A Medicare bulk-bill visit is created with all required pre-assignment or post-assignment details.

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.
  - Create a Visit
    A visit is automatically created when an appointment is added for a patient. For walk-in patients, create a visit manually.
  - Create a Medicare Bulk Bill Visit
    A Medicare bulk-bill visit is created with all required pre-assignment or post-assignment details.
  - Visits with Referrals
    Manually create a visit for a patient with a referral.
  - Initiate Billing
    A visit is automatically created when an appointment is added for a patient. For walk-in patients, create a visit manually.
  - Add Billing Items for a Consult
    Create or modify the list of items to be billed for the current consult.
- MyMedicare
  Patients register for MyMedicare directly with Medicare Online. For patients who have registered with a provider at your health service, you can access MyMedicare bulk billing incentives for those patients.
- 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 all Medicare-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.

Create a Medicare Bulk Bill Visit

A Medicare bulk-bill visit is created with all required pre-assignment or post-assignment details.

Before you begin

Permissions:

Create Visits and Arrive Appointments

About this task

Capture all required details for both pre-assignment and post-assignment AOB (Assignment of Benefit), and print the post-assignment consent form directly from the billing screen.

Procedure

To create a Medicare bulk bill visit:

From the Patient Search, enter and select a patient.
In the floating navigation bar, click Visit.
Create a Medicare bulk bill visit as described in Create a Visit.

Tip:
In the Visit panel, select Medicare from the Billing type list.
To create a Medicare bulk bill, click Process billing at the bottom-right.
In the Medicare bulk bill list, add service items and enter an annotation if required in the Annotation field. For more information, refer to Initiate Billing.
To print the DB4 - Post assignment form, select Print Post-assignment consent then select Yes or No from the Is the assignor the patient? list.
- Yes: 16 years or older
- No: Below 16 years
Note:
Is the assignor the patient? is displayed only when either Print Post-assignment consent or Pre-assignment consent is selected. The DB4 form is available for printing only when Print Post-assignment consent is selected.
Select Pre-assignment consent then select Yes or No from the Is the assignor the patient? list, and fill in the Agreement date .

Note:
The Agreement date is displayed when Pre-assignment consent is selected. The date is the current system date of the medical centre's timezone and cannot be a date in the future.
To reset all the values, click Reset.
To generate an invoice, click Issue.

Results

The Medicare bulk bill invoice is generated in a new tab for the patient and can also be accessed from the Transaction History tab. For more information, refer to Patient Transaction History.

DB4 Form Example