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Status Completed
Categories Notes and SOAP Notes
Created by Guest
Created on Dec 11, 2020

RELATED IDEAS

Security Feature to Control Provider Access to Custom SOAP Notes

Create security settings for groups so that specific SOAP note templates are accessible to select providers. E.g. RBTs only have access to Direct Treatment SOAP note templates and BCBAs have Access to Direct, Supervision, and Parent Training SOAP note templates. I would hate for someone to accidentally complete the wrong SOAP note. This was a feature with our former company that we used frequently.
App Type (CAT) Catalyst Mobile App
  • 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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