Restrict SOAP Notes per User Type
I would like to be able to have only certain SOAP notes visible for user type (EX RBTs can only see RBT SOAP notes) to reduce user error in selecting the incorrect SOAP note.
3
votes
Anna Rogers
shared this idea
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