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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.
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.
Customise Fee Schedules (Override Schedules)
Create custom fee schedules (or Override Schedules), if you want to charge different fees per-state, per-practice, or even per-user.

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.
- 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.
  - Display Fee Schedules
    The fee schedules available at your health service are listed in the Fee Schedules window.
  - Customise Fee Schedules (Override Schedules)
    Create custom fee schedules (or Override Schedules), if you want to charge different fees per-state, per-practice, or even per-user.
  - Add Fees Manually
    Add new fees manually and create multiple fee rates for all the schedules.
  - Edit Fees
    Update the fee rates for existing fee schedules in Fee Schedules panel.
  - Add Private Billing Fees
    Add private billing fees to Medicare item numbers and set an effective date.
  - Medicare Benefits Schedule Import
    Helix is initially supplied with the Medicare Benefits Schedule (MBS) already loaded. Import updated versions as they become available.

Customise Fee Schedules (Override Schedules)

Create custom fee schedules (or Override Schedules), if you want to charge different fees per-state, per-practice, or even per-user.

Before you begin

Permissions:

Update Fee Schedule

About this task

Each customised fee schedule you create is based on another, 'parent' schedule. For example, you could create a fee schedule for all your practices in NSW, and base this schedule on the default schedule you use for non-Bulk Bill / DVA fees. This new schedule for NSW could have its own child schedules - one for each practice you have in NSW.

In the following example, we will create a schedule for our NSW practices. It will be based on our default fee schedule. We will then create a second fee schedule, which is a subset (a child of) the NSW schedule.

Procedure

To create or add an override schedules:

Select user > Settings. The Settings window is displayed.
Select Billing > Fee Schedules.
The Fee Schedules window is displayed.
In the Fee Schedules window, click Add New Override Schedule.
In the Add Fee Schedule window:
- In the Fee Schedule Name field, enter the name of fee schedule.
- In the Description field, enter the description of fee schedule.
- (Optional) Parent field indicates which other fee schedule will act as the parent for this new schedule.
- Available to field indicates which centres the schedule is available and default is All Centres.
  - Example 1: If you don't want All Centres to have access to this new schedule, click Remove.
  - Example 2: If you want only centres in NSW to have access to this new schedule, select NSW Centres from the list of options.
- In the Visit type field, select the required visit type from the list.
Click Save.

Results

The new schedule is added to your list of available schedules.
Override Schedules - New entry

Override Schedules - New entry

What to do next

To edit the schedule, hover your mouse over the right side, and click

Edit button.
Edit Override Schedules

Edit Override Schedules

When recording a visit, the fees applied to any service items you select will update dynamically, depending on the centre or practitioner you select. For more information, see Recording a visit.
Override Schedule - Example

Override Schedule - Example