Report Type

Report Name

Options

Day Sheet

Daily Figures

1. Enter the Day Sheet Date.
2. Select a Centre if you have access to more than 1 centre. Otherwise this field is disabled and displays your current centre.
3. Tick the check box for All Providers if you wish to see all providers in the report. Alternatively, select a provider from the drop-down list.

Daily Visits

• This is a daily report that can be printed for a specific provider or all providers for a centre, and displays all visits, and the amount on the day, along with status of the Invoice and Queue. The report displays visits based upon Service date.
• This report will include First Available visits (‘All Providers’ option is ticked), aiding the practice to identify and rectify the first available visits by assigning the relevant provider for that visit if the patient is seen by the provider.
• The report excludes most ‘Did Not Wait’ visits, including them only in the scenario where there is a draft or final invoice still associated with the visit, but is marked as ‘Did not wait’ in the queue. This flags the user to check and rectify the invoice by making it ‘Did Not Wait’, so there is no amount charged for a patient who did not wait.

Daily Visits Summary

o      This is a daily summary report that displays the provider earnings, centre earnings, and total earnings for a centre, and can be printed for a specific provider or all providers. This report will help to identify the unassigned amount (First Available) and assign it to relevant providers. The amount in this report is inclusive of GST.

Receipts Issued

1. Enter the Day Sheet Date.
2. Select a Centre if you have access to more than 1 centre. Otherwise this field is disabled and displays your current centre.
3. Tick the check box for Group by Payment Type if required.
4. Tick the check box for Include adjustments if required.

Visit Recorded

1. Enter the Day Sheet Date.
2. Select a Centre if you have access to more than 1 centre. Otherwise this field is disabled and displays your current centre.
3. Tick the check box for All Providers if you wish to see all providers in the report. Alternatively, select a provider from the drop-down list.
4. Tick the check box for Include adjustments to include any adjustments made.

Report Type

Report Name

Options

Prescription

Immunisation Listing

1. Enter the Date-from and Date-to.
2. Select a Centre if you have access to more than 1 centre. Otherwise this field is disabled and displays your current centre.
3. Select an Immunisation by clicking in the box.
4. Tick the check box for All Providers for vaccinator if you wish to see all providers in the report. Alternatively, select a provider from the drop-down list.
5. Tick the check boxes from Childhood Only, Declined Only, Include Historical, Include Pending, and Over 65/ATSI over 50 Only.

Prescription Search

o      Enter the patient’s name to display a report of all prescriptions for that patient.

Prescription Search by Number

o      Enter the script number to display a report of all scripts under that number.

Report Type

Report Name

Options

Billing

Fee Adjustments

1. Enter the Date-from and Date-to.
2. Select a Centre if you have access to more than 1 centre. Otherwise this field is disabled and displays your current centre.
3. Select an Adjustment Type from the drop-down list (All, Adjustments, Refunds, Write Offs, DNW, Receipt Adjustments).

Bulk Bill

1. Enter the Date-from and Date-to.
2. Select a Centre if you have access to more than 1 centre. Otherwise this field is disabled and displays your current centre.
3. Tick the check box for All Providers if you wish to see all providers in the report. Alternatively, select a provider from the drop-down list.
4. Select a Batch Status from the drop-down list (All, Batched, Unbatched, Resolved, Transmitted).

GST Summary Invoices

1. Enter the Date-from and Date-to.
2. Select a Centre if you have access to more than 1 centre. Otherwise this field is disabled and displays your current centre.
3. Tick the check box for All Providers if you wish to see all providers in the report. Alternatively, select a provider from the drop-down list.

Practice Fees by Item Code

The Practice Fees by Item Code report provides a detailed breakdown of the services invoiced by each practitioner based on invoices issued. The report is broken down by work area, visit type, item code, including total invoiced values. GST is included for relevant items.

For each item code the report details:

• Practitioner, Invoiced to and Work area code: the provider code of the practitioner who provided the services, the provider code for who the services were invoiced to, and the work area code in which those services were invoiced.
• Visit type: the visit type for the services provided: Bulk Bill, DVA, Pre-Employment, Private or Workers Compensation.
• Item Code: the service's item code.
• Qty: the total number of services provided for each item code.
• Amount Paid: the dollar amount of the item (GST exclusive).
• GST Paid: Total tax payable for the item.

Grouping options are also available to optionally break down the services provided by work area/visit type or both. These break downs will show totals for each work area and visit type, if applied.

Note: Adjustments made to invoices are aggregated, reflecting the adjusted value in the month the changes were made.

Receipts By Item Code

This report provides a summary of monies allocated to each item code for each doctor within a specific period. It includes details on practitioner, invoiced to and work area code, visit type, item code, quantity, amount paid, and GST paid. Grouping options are also available to break down the services provided by work area/visit type or both. These break downs will show totals for each work area and visit type, if applied. The work area reported is taken from the invoice to which the receipts have been allocated to accurately reflect the allocation of monies.

For each item code the report details

• Practitioner, Invoiced to and Work area code: the provider code of the practitioner who provided the services, the provider code for who the services were invoiced to, and the work area code in which those services were invoiced.

• Visit type: the visit type for the services provided: Bulk Bill, DVA, Pre-Employment, Private or Workers Compensation.

• Item Code: the service's item code.

• Qty: the total number of services provided for each item code.

• Amount Paid: the dollar amount that was paid against the item (GST exclusive).

• GST Paid: the dollar amount of GST that was included in those payments.

Transaction Payment Report

Balance out transactions with details of receipts allocated to a practitioner and/or visit type. Is based on payment creation date. Date of service is not identified. May be used for tracking receipt allocations and changes to receipts or invoices.

Transactions

1. Enter the Date-from and Date-to.
2. Select a Centre if you have access to more than 1 centre. Otherwise this field is disabled and displays your current centre.
3. Tick the check box for All Providers if you wish to see all providers in the report. Alternatively, select a provider from the drop-down list.
4. Tick the check box for All Visit Types if you wish to see all visit types in the report. Alternatively, select a visit type from the drop-down list (Bulk Bill, Pre-Employment, Private, Veterans, Workers Compensation).

Report Type

Report Name

Options

General

Patient Account Diary Entries

1. Enter the Date-from and Date-to.
2. Select a Centre if you have access to more than one centre. Otherwise this field is disabled and displays your current centre.
3. Enter the Outstanding Balance amount.

Patient Details

1. The patient details report gives the practice the opportunity to finally extract patient information. This includes name, DOB and other demographic information, including ATSI status. The report also includes clinical information such as SNAP, Asthma, Diabetes etc.
2. The report shows all patients that are defied as 'active patients' as per RACGP standards. An 'active' patient is a patient that has visited a practice more than 2 times in the last 2 years.
3. A patient will also be included of the active patient definition if he/she has less than 3 visits and the oldest visit date is older than 2 years.

PIP QI

1. Click to generate the report data. You will be prompted to confirm this.
2. Your report request is added to a queue. It may take some time before your report is generated, during which you can continue to work in Helix.
3. When Helix begins generating the report, you will be notified as shown in the example below. 
   
   
   
4. Once the report is generated and ready to download, click . The report is downloaded to your computer. Please check your browser for your local download location. The report file format is Helix-PIPQI-YYYY-MM-DD.zip

Print the report to your General printer.

View a print-preview of the report before printing it.

Export the report in CSV Comma-Separated Values format. *Available to selected reports.

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