Cloning A Note

Rules for when Cloning a note is permitted in Neo.

 

Crisis Screening

Cloning is permitted, and the clone button will only appear if:

  • It is the newest Screening
  • it is within seven(7) days of the original Screening
  • No assessment was completed after the Screening
  • Client is open to the Crisis Program

TL Disposition

Cloning is permitted, and the clone button will only appear if:

  • The TL Disposition is created after the program start date. 
  • The TL Disposition is complete. 
  • The Resolution Status on the Team Leader questionnaire was answered "Awaiting Placement".

Mobile Triage Checklist

Cloning is permitted, and the clone button will only appear if:

  • The Mobile Triage Checklist was created after the program start date.
  • The Mobile Triage Checklist is complete. 

CSU Presentation

Cloning is permitted, and the clone button will only appear if:

  • The CSU Presentation was created after the program start date.
  • The CSU Presentation is complete. 


 

Written By Amanda Griffin (Super Administrator)

Updated at April 16th, 2025


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