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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.
Invoices
If required, adjust any visit details for a patient's private invoice after it has been issued.
Adjust Visit
Correct an HCP in a patient's invoice, if required.

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.
  - Adjust - Item or Amount
    Adjust an item code or invoice amount in the patient's invoice.
  - Reverse Invoice
    If the visit type or service date was incorrectly recorded, reverse the patient's invoice.
  - Adjust Visit
    Correct an HCP in a patient's invoice, if required.
  - Write Off an Invoice
    If there is no chance of an invoice being paid, you can write off the invoice
  - Delete an Unbatched Draft Invoice
    If the draft invoice is unbatched, you can delete invoices for Medicare and DVA visits individually.
  - Delete a Batched Draft Invoice
    If the draft invoices are batched, Helix allows you to automatically unbatch and delete the required items for Medicare and DVA visits.
  - Delete Draft Invoices
    You can delete draft invoices that are no longer needed. A deleted (draft) invoice cannot be recovered and reused.
  - Print Invoices
    Print invoices and include an HCP's bank account details in the invoices if required.
- 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.

Adjust Visit

Correct an HCP in a patient's invoice, if required.

Before you begin

Warning: If a patient claim has been submitted, you must complete a same-day delete before you adjust the HCP.

About this task

Adjust an HCP's details in the Transaction History section for the patient invoice.

Procedure

To adjust an HCP:

From the Patient Search or Patient Queue, select a patient.
To view a patient's transaction history, click Transaction History in the floating navigation bar. You are redirected to the Transaction History panel.

Tip: To minimise the number of transactions on the screen, apply filters such as a date range, visit type, reference number, paid or unpaid.
Hover your mouse over the invoice item and click Menu.
From the list, select Adjust Visit.
To change an HCP, from the Service provider list, enter the required HCP name or user ID and select it.
From the Category list, select an appropriate category for an adjustment.
In the Reason field, enter a reason for the invoice adjustment.
Click Save.

Results

A confirmation message is displayed at the top.

What to do next

To print the required invoices or adjustment details, from the Print list, select either Print or Print with adjustment. For more information, see Print Invoices.