Home
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.
Reverse Invoice
If the visit type or service date was incorrectly recorded, reverse the patient's invoice.

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.
- Add Billing Items for a Consult
  Create or modify the list of items to be billed for the current consult.
- 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.
- 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.

Reverse Invoice

If the visit type or service date was incorrectly recorded, reverse the patient's invoice.

Before you begin

Warning:

To reverse an invoice, you must first zero the value of the invoice amount. For more information about adjusting an invoice amount, see Adjust - Item or Amount.
You cannot undo a Did Not Wait or reverse invoice action.
The Did Not Wait process can only be performed once per invoice. You should reverse the whole invoice not just one line item.

About this task

Reverse an invoice in the Transaction History panel.

Procedure

To reverse an invoice:

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 Did Not Wait.
A Confirm Did Not Wait confirmation prompt is displayed. To complete a reverse invoice, enter your credential details:
1. In the User Signoff section, enter your username and password.
2. In the Witness Signoff section, enter the witness user's username and password and use a domain account.
Click Confirm.

Results

To view the details of the reverse invoice, in the Transaction History, set Show adjustments to display user details, date, time, reason and comments.
Set- Show adjustment checkbox

Set- Show adjustment checkbox