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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.
Transaction History
View the transaction history for individual patients or account holders, and refund and write-off summaries.
Manage Draft Invoices
You can delete draft invoices that are no longer needed. A deleted (draft) invoice cannot be recovered and reused.

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.
  - Transaction History of all Claims for a Patient
    The Transaction History displays a complete history of all claims made for the patients.
  - Transaction History of all Claims for an Account Holder
    The Transaction History displays a complete history of all claims made for an account holder.
  - Refunds
    Process refunds from Helix to patients.
  - Write-Offs
    If a patient did not pay their bill, a write-off can be performed.
  - Manage Draft Invoices
    You can delete draft invoices that are no longer needed. A deleted (draft) invoice cannot be recovered and reused.
- 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.

Manage Draft Invoices

You can delete draft invoices that are no longer needed. A deleted (draft) invoice cannot be recovered and reused.

About this task

Delete draft invoices in the transaction history list from History tab.

Procedure

To delete draft invoices:

Select Claiming, Banking, and Payments > History from the menu.

The Transaction History panel is initially displayed blank.
In the Search by account holder field, to search the transactions, enter an account holder.

Tip: Alternatively, in the Search by ref # field, enter a reference number.
Hover your mouse over an item you want to delete, click Edit menu, and then select Delete Draft Invoice from the list.

Results

The Delete Draft Invoice panel displays. In the Delete Draft Invoice panel, select a reason for delete the draft from the list.
Delete Draft Invoice -Panel

Delete Draft Invoice -Panel

What to do next


Actions	Descriptions
Visit-related behaviour	The related visit will not be automatically deleted. The patient will not be removed from the queue. If a visit has only draft invoices associated with it, the related appointment will be marked as no payment taken - invoice deleted.
Deleted draft invoices and reporting	Deleted draft invoices will be shown on the Daily Visits report. Those draft invoices are shown as Deleted in the report. If a visit had a draft (deleted) invoice and has at a later stage a new invoice (either draft, issued, paid), both entries are shown in the report. Each invoice is a separate line item in the report. The report filter allows the to filter for draft (deleted) invoices only.
Consults and HCP notes	The related consult notes any other items for this visit will not be deleted. The HCP side (visit and related items for this consult) will not be affected or changed.

1 March 2024