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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.
Medicare Claims
Use Helix to submit a Medicare claim to Services Australia, retransmit an unsuccessful claim, and view the claim results.

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.
  - Patient Claims
    Transmit private claims to Services Australia, and retransmit unsuccessful claims.
  - Correcting Medicare Claims
    You can view the list of pending claims and error messages for failed claims that have already transmitted to Services Australia. You can also delete claims that have already been transmitted.
  - Batch
    A practitioner can batch the group of the patient's claims and send the batch from Helix to Services Australia.
- 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.

Medicare Claims

Use Helix to submit a Medicare claim to Services Australia, retransmit an unsuccessful claim, and view the claim results.

Medicare claims are automatically submitted to Services Australia for eligible patients when you Process Billing and Issue the claim.

A green prompt confirms that a claim has been successfully transmitted.
Claim - Transmitted

Claim - Transmitted

To view the claims sent to Services Australia, in the main menu, select

Claiming, Banking, and Payments Icon

Claiming Banking & Payments. Claim details are displayed on the Patient Claim results tab.
Patient claim Results Window

Patient claim Results Window

Statement of Claim and Benefit and Lodgement Advice

When a patient Medicare claim is submitted on behalf of a claimant, the health service must issue either of the following to the claimant:

Statement of Claim and Benefit - provide to the claimant when a patient claim has been lodged in real time, processed by Services Australia and a benefit amount returned to the claimant.
Lodgement Advice - provided to the claimant when a patient claim has been lodged in real time and referred to Services Australia for action.

Helix generates the relevant report based on the claim details, and response from Services Australia, and a report can be provided to the patient. To access the reports, in the main menu, select Claiming Banking and Payments > Patient Claims tab.

OPV Check for Payer (Claimant)

If the payer is not the same person as the patient, a second OPV check for the payer occurs. Claims can only be transmitted if both the patient and payer OPV checks are successful.
Web service - Patient OPV successful

Web service - Patient OPV successful

If the payer OPV is unsuccessful, the payer details must be adjusted in the patient demographics.
Web service - Payer OPV Failed

Web service - Payer OPV Failed

Web service - Payer Details Tab

1 March 2024