Bringing over existing clients to Rula

This article includes a video and step-by-step instructions for bringing your existing clients to Rula.

Video Demonstration 

This Video reviews the process of transferring clients to Rula

Note: We're now Rula! You may still hear Path in our videos from time to time and we appreciate your patience while we continue to update our content to align with our new name.

 

Bringing your clients to Rula

If you have an existing client you’d like to bring over to your Rula practice, follow these steps to do so. 

Step 1: Get ready to add an existing client.

Follow these instructions to get ready to add an existing client to your Rula practice before completing the existing client form.

  1. Confirm you accept your client's insurance
    1. You can check the insurances you accept in the provider portal
      1. Note Kaiser clients will use this Kaiser New Intake Form instead. View more information about the process for Kaiser here.
    2. After submitting the form, Rula will complete a verification of benefits for the client and inform them of the estimated costs for their care before scheduling them with you.
  2. Review your schedule
    1. Connect with the client to agree on a date and time for your first Rula appointment together. Be sure to check your schedule before agreeing on a time to ensure there are no conflicts.
  3. Make sure your client is ready to register
    1. Once you complete the form, we’ll email your client with a registration form to complete within 24 hours. 
    2. If the client does not complete the form in 24 hours, they’ll be sent a text that their appointment has been canceled and asked to resubmit their information to Rula.

Step 2: Submit the existing client form 

This form can be accessed from this link or in the portal. To access the from from your portal, navigate to the Clients tab and then click “Add existing clients” to access the form.

  • Once you submit the form, we will send an email to the client directing them to complete the registration forms to confirm the appointment. If we need any additional information, our scheduling team will follow up directly.
  • If you were working with this client previously, be sure to schedule all future appointments within the Rula Provider Portal for a streamlined billing process! 

Insurance Considerations

For the smoothest client experience, we recommend checking within the Rula provider portal to confirm which insurances you are credentialed with as credentialing timelines may vary. View credentialing and payer enrollment FAQs here. After submitting the form, Rula will complete a verification of benefits for the client and inform them of the estimated costs for their care before scheduling them with you.

Note that all clients covered by Kaiser will need to call Kaiser to get a referral and referral ID before scheduling an appointment with you. Once they’ve obtained their referral ID, they’ll use this Kaiser New Intake Form instead of the forms listed in the therapist or client-initiated process. Clients will obtain their referral ID from one of the following numbers, depending on their location.

Southern California

Available Monday through Friday, 8 a.m. to 5:30 p.m.

1-833-579-4848 (TTY 711)

Hawaii

Available Monday through Friday, 8 a.m. to 5 p.m.:

  • Oahu: 808-432-7600
  • Neighbor Islands: 1-888-945-7600

Please check this article for more information about Kaiser

Was this article helpful?

2 out of 2 found this helpful