Here's a plain-English guide to every status your team might see on a delivery order in Helia.
Review Delivery Order
The rep has submitted a case and it's waiting for your team to review and approve. This is your action step — open the order, review the items against your patient chart, and either approve or reject with comments.
Awaiting Rep Revisions
Your team rejected the case back to the rep with comments. The rep needs to make corrections and resubmit. No action needed from your team until the rep resubmits.
Enter PO Number / Awaiting Purchase Order
The order has been approved. For integrated facilities, your ERP will generate the PO automatically. For non-integrated facilities, a team member needs to generate the PO in your ERP and enter it in Helia.
Enter Invoice Number
The PO has been issued and the supplier needs to attach their invoice number to complete the transaction. No action needed from your team at this stage.
Confirm Payment Received
The invoice has been attached and the order is awaiting payment confirmation. This step depends on your facility's payment process.
Complete
The transaction is fully closed. No further action needed.
Tip: At period close, filter by "Review Delivery Order" to see all cases waiting on your team's approval, and "Enter PO Number" to see all approved orders still waiting on a PO. These two filters are the fastest way to clear your backlog.
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