Reviewing & Approving Cases
How to review, approve, and reject delivery orders submitted by reps, including CAP codes, off-contract items, and rejection comments.
7 articles
How do I review and approve a delivery order?Step-by-step guide to reviewing and approving a delivery order in Helia.
Can our team edit case information after a rep submits?What facility staff can edit directly on a submitted case without rejecting it.
What does a ‘not on contract’ item mean and what should I do?What a not-on-contract item means in Helia, how your health system policy determines pricing, and when to approve or reject the order.
How do I reject a case back to the rep — and what should I write in the comments?How to reject a case back to the rep with clear, actionable comments.
I can't find a case or order. Where do I look?How to find a missing case or order on the web platform using filters, search, and date ranges.
There are duplicate cases for the same procedure. What do I do? [Facility]How to identify and handle duplicate delivery orders on the Helia web platform.
What is a CAP code and what does it mean when I see one on a delivery order? [Facility]What facility staff need to know about CAP codes when reviewing cases in Helia.