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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 an Account Holder
The Transaction History displays a complete history of all claims made for an account holder.

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.
    - Additional Features for Account Holders
      View the claim diary and edit the transaction items such as code, amount, service provider, and service type for the account holders.
  - 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 an Account Holder

The Transaction History displays a complete history of all claims made for an account holder.

About this task

All account holder transaction history can be viewed in the History tab from Claiming, Banking, and Payments menu.

Procedure

To view transaction history:

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.

Results

It displays the list of transactions history of all claims for an account holder.
List of transaction history

List of transaction history

What to do next

To view the Invoice/Receipt or Cheque or EFT items, select the required item from the list.
Invoice/Receipt or Cheque or EFT

Invoice/Receipt or Cheque or EFT

(Optional) To view all adjustments made on an item, select the Show adjustment checkbox Show adjustments checkbox.

(Optional) In the Status field, select a required status.

Status Field

(Optional) In the From and To date field, filter the transaction history by date. The default is from the earliest to the latest date.
Date filter

Date filter

1 March 2024