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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 the required details for both pre-assignment and post-assignment and print the post-assginment consent form.

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 the required details for both pre-assignment and post-assignment and print the post-assginment consent form.
  - 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 the required details for both pre-assignment and post-assignment and print the post-assginment consent form.

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 to 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 visit as described in Create a Visit.
In the Visit panel, select Medicare from the Billing type list:
To create a Medicare bulk bill, click Process billing at the bottom-right. Refer to Initiate Billing to configure the Medicare bulk bill.
In the Medicare bulk bill list, enter an annotation if required in the Annotation text box.
To print the DB4 post assignment, tick Print Post-assignment consent checkbox and select Yes or No from the Is the assignor the patient? list.
Note:
Only if either of the checkboxes ( Print Post-assignment consent or Pre-assignment consent) is ticked, the Is the assignor the patient? will be displayed. Only one checkbox can be ticked at a time. The DB4 form can only be printed for the post-assignment.
- Yes: 16 years or older
- No: Below 16 years
Tick Pre-assignment consent checkbox and select Yes or No from the Is the assignor the patient? list, and fill in the Last agreement date .

Note:
Only if the Pre-assignment consent checkbox is ticked, the Agreement date will be displayed. The date is the current system date according to the same time zone as the medical centre and cannot be the date in the future.
To reset all all the values, Click Reset.
To save a draft,click Save.
To generate a receipt, click Issue.

Results

The Medicare bulk bill invoice is issued for the patient and can be viewed in the Transaction History tab. Refer to Patient Transaction History

DB4 Form Example

What to do next

At the end of the consult, finalise the account.