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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.
Write-Offs
If a patient did not pay their bill, a write-off can be performed.

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.

Write-Offs

If a patient did not pay their bill, a write-off can be performed.

About this task

Write off the patient's invoice from History tab.

Procedure

To write off an invoice:

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.
From the Status list, select All or Unpaid or Unpaid and unfinalised.
The unpaid amount due is displayed in red in the Due column.
Hover your mouse over an item you want to write off, click Edit menu, and then select Write Off from the list.
In the transaction item, select a Category, and provide a Reason for the write-off.
Click Save.

Results

A message indicates that the invoice is written off.

What to do next

To display the details of the write-off, in the Transaction History, select Show Adjustments tickbox.

1 March 2024