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Status Completed
Categories Others
Created by Guest
Created on Mar 24, 2020

RELATED IDEAS

Security Levels for SOAP Note Templates

It would be nice to have more security options within the SOAP note feature. For example, you could create a SOAP note template that only BIs can view on the app. Additionally, they can only view completed SOAP notes that used that template. Then, you could create a template for use by supervisors or directors. These individuals could view SOAP notes that were written by staff within their security level or lower (for example, they could view all SOAP notes written by BIs but BIs couldn't see SOAP notes written by a higher security level). There are times where parent meetings are conducted by a supervisor and concerns about staff (BIs) may be expressed. We would like to document this information but not have it visible to the BIs on the case. This is just one example of why that functionality would be useful.
App Type (CAT) Catalyst Portal
  • ADMIN RESPONSE
    Sep 20, 2024
    We recently added a new feature to the Catalyst portal where users can assign certain security groups to SOAP note templates so that only users within those security groups can view those certain templates. Here are the release notes for additional information: https://datafinch-catalyst.zendesk.com/hc/en-us/articles/15243306998036 ( https://datafinch-catalyst.zendesk.com/hc/en-us/articles/15243306998036 )
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