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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.
Tyro Integration
Helix integrates with Tyro and its EFTPOS terminals.
Pair the Practice Terminal with a Practitioner
For a practitioner to use EasyClaim, the terminal must be paired with the practitioner details.

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.
- 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.
  - Record a Credit Card Surcharge
    Tyro EFTPOS devices require that your practice charges patients a credit card surcharge; you cannot pair a Tyro terminal with Helix unless you have recorded a credit card surcharge fee for your practice.
  - Terminal Configuration
    Configure the required terminal for the billing process or refunds.
  - Pair the Practice Terminal with a Practitioner
    For a practitioner to use EasyClaim, the terminal must be paired with the practitioner details.
  - Pay Through Tyro
    After processing the billing, you can make a payment through Tyro automatically.
  - EasyClaim with Tyro
    After a patient has paid for their consult in full, a Medicare claim can be processed through EasyClaim or submitted to Services Australia.
  - Claim Summary
    After the claim has been successfully submitted, a Claim summary is generated.
  - Troubleshooting Tyro Terminal
    If you encounter a problem with the Tyro terminal, your connection or with Services Australia, use these references to find help.
- 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.

Pair the Practice Terminal with a Practitioner

For a practitioner to use EasyClaim, the terminal must be paired with the practitioner details.

About this task

Pair the practice terminal in a practitioner's account from the Settings menu.

Procedure

To pair the practice terminal:

Select user > Settings.
In the Settings window, select Users > Account List. The User list window is displayed.
For the user you want to edit, hover your mouse in the Actions column and click Edit.
In the Centres section, select the centre you want to configure.

Tip: If the user works at more than one centre, choose the centre where they will use the terminal.
Under the selected centre tab, in the Payee Merchant ID field, enter the Payee Merchant ID.

The Payee Merchant ID must be same as the Merchant ID used in the terminal during the terminal set up.
Click Save.

1 March 2024