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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.
Transaction History of all Claims for a Patient
The Transaction History displays a complete history of all claims made for the patients.

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.

Transaction History of all Claims for a Patient

The Transaction History displays a complete history of all claims made for the patients.

Procedure

In a patient's record, search for the patient's name.
Select the Transaction History panel.

Results

The patient's transaction history list is displayed.

1 March 2024