Reviewing & Approving Cases
How to review, approve, and reject delivery orders submitted by reps, including CAP codes, off-contract items, and rejection comments.
14 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.
- What happens when an order with a PO gets rejected — and will I be notified?What to do when a Helia order that already has a PO is rejected, how reconciliation works, and how PO rejection notifications are sent.
- A rep hasn't made their corrections — what should we do?What to do when a supplier rep hasn't corrected and resubmitted a rejected Helia case, and how to follow up directly and efficiently.
- What do the order statuses mean? [Facility]A plain-English guide to every order status in Helia for facility teams — what each status means and what action is needed from your team.
- A delivery order has been sitting in 'Review Delivery Order' for a long time — what's happening?Why a Helia delivery order stays in Review Delivery Order status and what your facility team needs to do to move it forward.
- The wrong facility is showing on a delivery order — what does that mean and how do we fix it?Why the incorrect facility appears on a Helia delivery order, what causes it, and the steps to get it corrected.
- I'm seeing delivery orders from facilities I don't manage — what's happening?Why your Helia account may show delivery orders from other facilities and how to get your access corrected quickly.
- I can't see delivery orders for my facility — or I'm only seeing orders from the wrong location. What do I do?What to do when your delivery orders are missing in Helia or showing for the wrong facility.
- I can't find a case or order. Where do I look?How to find a missing case or order in Helia on the web 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 in Helia on the web.
- 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.