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    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. 


     

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