When a new delivery order is ready, you’ll receive an email from Helia. Here’s the full workflow:
Click the link in the notification email or go directly to heliaconnect.com and log in. Note: SSO users will need to submit an internal ticket through their healthcare system. Once approved, SSO users will login via their company portal.
On your Dashboard, find the order in the ‘Delivery Orders Ready to be Assigned’ column and click Assign Yourself.
Open the assigned order and compare the items listed to your implant log or surgical record. Use the checkboxes to track each item as you go.
If everything is accurate, click Approve, then Confirm. The order moves to the PO entry stage.
If there’s an issue, click Reject, add a comment describing what needs to be corrected, and confirm. The case returns to the rep.
Tip: PHI is automatically masked by default. If you’ve been given permission to view it, click the PROTECTED box to unmask patient information.
Tip: Click ‘Supplier Status’ on any order to see where the rep is in their side of the process.
Still need help? Click the chat icon in the bottom right corner to submit a ticket.