Submitting Cases
How to submit a delivery order in Helia — adding items, finding surgeons, nurse signatures, offline mode, and past procedures.
16 articles
The surgeon I need isn’t showing up. What do I do?What to do when a surgeon isn’t showing up or can’t be found in the app.
What is a CAP code and how do I submit bundled items? [Rep]Learn what CAP codes are, how they work as bundled/kit pricing in Helia, and what to do if your case is rejected because of one.
What is a ‘restock’ and how do I mark it?What the restock feature is in Helia and why you most likely don't need to use it.
How do I submit a case for a procedure that happened days or weeks ago?How to submit a case for a procedure that happened days or weeks ago.
How do I add nursing staff information and collect a signature?How to add nurse information and collect a signature before submitting a case.
The Department field filled in automatically — is that correct?Why the Department field auto-populates when you select a Procedure in Helia Connect, and what to do if it stays blank or looks wrong.
My pricing was updated — do I need to delete and re-add my items?What to do after Helia updates pricing on a case — when to delete and re-add items to make sure the correct price populates.
My pricing was rejected — is it a Helia issue or a contract issue?How to tell whether a pricing rejection in Helia is a catalog issue, a contract gap, or a submission error — and what to do next.
What are exception statuses — wasted, explanted, broken — and how do I use them?What wasted, explanted, and broken exception statuses mean in Helia and how pricing is automatically applied for non-implanted items.
What is a bill-only order, and what types of cases go through Helia? [Rep]Understand what bill-only means, which cases belong in Helia, and what to do if you're unsure whether your case qualifies.
What happens if a contract expires while my case is still in progress? [Rep]What a contract expiration means for your pending Helia cases, how to handle rejections, and what to do while a renewal is in progress.
Why does the same item price differently at different facilities? [Rep]Why pricing varies by facility in Helia, how local agreements work, and what to do if a price looks wrong at a specific location.
Why does the pricing look wrong when I'm adding items to a case? [Rep]What to do when pricing on an item doesn't look right before you submit — how to identify what's happening and whether to proceed.
How do I submit my first case?Step-by-step walkthrough for submitting your first delivery order in the Helia Connect mobile app.
Why won't my case submit?What to do when the submit button is greyed out, fields are highlighted pink/red, a case won't go through, or a rejection reason isn't showing.
How do I add, update, or remove items on a case?How to add items from the catalog, update quantities, or delete items from a case before or after submission.