When a facility transitions off Helia — whether moving to an internal system or ending the relationship — there are important steps to take to ensure open orders are handled correctly and nothing falls through the cracks.
What happens to open orders?
Open delivery orders that haven't been fully processed before the disconnection date will need to be resolved before the transition is complete. This includes:
Cases in Review Delivery Order status that still need facility approval.
Orders in Enter PO Number status that still need a PO issued.
Orders with outstanding invoices that haven't been reconciled.
Our team will work with your facility to identify all open orders and advise on the best path forward for each one.
What happens to rep access?
Once a facility disconnects, supplier reps will no longer be able to submit new cases to that facility through Helia. Any cases submitted after the disconnection date will not be processed through the platform.
What should our facility do to prepare?
Identify and process all open orders as quickly as possible before the disconnection date.
Communicate the transition timeline to supplier reps who regularly submit cases to your facility so they are not caught off guard.
Reach out to our team to confirm your specific go-dark date and get a full list of any outstanding orders that still need resolution.
Note: If your facility is undergoing a transition, please reach out proactively. The earlier we know, the more smoothly we can manage outstanding orders and rep communications on your behalf.
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