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 )