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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.
Balance unbalanced items
Balance unbalanced cash and cheques so they can be deposited.

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.

Balance unbalanced items

Balance unbalanced cash and cheques so they can be deposited.

About this task

On the Unbalanced tab, the oldest records are displayed first. A maximum of 200 records are displayed. If you have more than 200 unbalanced records, newer records are not displayed until older records are balanced.

Procedure

To balance an item:

On the Unbalanced tab, working from the top down with the oldest unbalanced items, expand the date, centre and role.
Balance cash and cheques against the funds held at the centre.
For each item that you want to balance, tick the check box.
Click Balance.

Results

Cash and cheques that must be balanced against what is held at the centre are transferred to the Deposit cheques and cash list. All electronic payments are transferred to the Deposited list.

1 March 2024