Submitting Cases
How to submit a delivery order in Helia — adding items, finding surgeons, nurse signatures, offline mode, and past procedures.
19 articles
- 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.
- 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.
- 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.
- How do I update the department or supplier team on a submitted case?Learn how to update the department or supplier team on an already-submitted case in Helia. Step-by-step instructions for reps
- What is the Case ID and where do I find it?Learn what a Case ID is in Helia, why it's required, and what format your facility uses to identify a case.
- How do I add a different lot number for the same item number?Learn how to document two units of the same item with different lot numbers using Copy Item and Modify Details.