Skip to main content

There are duplicate cases for the same procedure. What do I do? [Rep]

How to identify and delete a duplicate case from the Helia Connect app.

Duplicates usually happen when a case is submitted twice, or when a case is auto-generated through an integration and the rep also creates one manually.

Step 1: Identify which case is the duplicate

Open both cases and compare the items, date of surgery, and facility. The correct case is typically the one with accurate items and the right date. If a case came through via auto-generation and you also submitted one manually for the same procedure, the auto-generated one is usually the one to keep.

Step 2: Delete the duplicate

Once you've identified which one to remove:

  1. Open the duplicate case in your app

  2. Tap the three dots in the top right corner

  3. Select Delete at the bottom

  4. Confirm the deletion

If the delete option isn't showing

The case may have been auto-generated through an integration and can't be deleted from the app. Click the chat icon in the bottom right corner to submit a ticket, include both DO#s and confirm which one should be kept — we'll handle the deletion.

Still need help? Click the chat icon in the bottom right corner to submit a ticket.

Did this answer your question?