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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
Use the Bank panel to view deposited items and balance 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.
- 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.
- Banking
  Use the Bank panel to view deposited items and balance your banking records.
  - Access banking information
    Use the Bank panel to view deposited items and balance your banking records.
  - Payment types
    These icons indicate how payments were deposited.
  - Deposit cheques and cash
    Record that balanced items were desposited into your bank account.
  - Balance unbalanced items
    Balance unbalanced cash and cheques so they can be deposited.
- Add Billing Items for a Consult
  If required, clinicians can create or modify the list of items to be billed for the current consult.
- Medicare Claims
  Use Helix to submit a Medicare claim to Services Australia, retransmit an unsuccessful claim, and view the claim results.
- Transaction History
  View the transaction history for individual patients or account holders, and refund and write-off summaries.
- Tyro Integration
  Helix integrates with Tyro and its EFTPOS terminals.
- Workers Compensation
  Process Workers' Compensation claims using Helix
- Receipts
  When payment has been received from an account holder or Services Australia, receipting can be performed for all invoices.
- Generate Financial Reports
  Generate various types of financial reports from the Financial Reports tab.

Access banking information

Use the Bank panel to view deposited items and balance your banking records.

Procedure

To access banking information:

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

Example Bank panel content:

1 March 2024