Skip to main content

Printing the Primary Checklist

The Primary Checklist can be printed using the Primary Checklist Codes report in the Report Library.

A list of Primary Checklist codes and specifics for each case type can be printed using the Neos Primary Checklist Codes report.

NOTE: You will need the proper permissions to access the Directory Reports.

To access the Primary Checklist Codes report,

  1. Click the Reports icon

    on the left pane.

  2. Click the Directory tab.

  3. Select the Primary Checklist Codes report from the list of reports. The Primary Checklist Codes report will display in a new Report Details tab.

  4. The Primary Checklist Codes report displays standard filters that can be used to further define the report including Case Type, Is Active, Checklist Code, Staff Role, Staff Role Category, and Is Deleted.

  5. The grid contains details from the Primary Checklist based on your selected filters.

  6. Columns can be added or removed using the Columns option to the right of the grid.

Refer to the Reports topic for more details.

Did this answer your question?