Viewing your client's measures surveys in the Rula provider portal

This article covers the various ways to view your patient's measure surveys in the Rula provider portal. 

Please Note: Visual updates to Measurement Informed Care results are currently in early testing with select providers. We look forward to releasing these updates to all providers soon and will share further announcements as this feature becomes more widely available. Due to this test, not all providers will have the same visual experience as pictured below. 

The Overview Tab

Providers can view a high-level snapshot of Measurement-Informed Care results directly in the Overview tab of the Client Chart. This view is designed to help you quickly assess recent score trends alongside baseline data as you prepare for a session.

How to view: 

1. Click Clients on the menu located on the left side of the page to open up your patient roster.
2. Select the desired patient.
3. Land on that patient's Overview tab.
4. You'll be able to see the last eight measures surveys completed for the patient.

5. Click on view latest results to open a detailed view of the survey results within the client chart.

   

6. The detailed results will slide from the right side of the screen to open a new viewing window. 

   

The Measures Tab

The Measures section of the client chart displays any measurement surveys that the patient has submitted. This includes:

• Baseline Measurement Surveys
• Ongoing Measurement Surveys

How to view:

1. Click Clients on the menu located on the left side of the page to open up your patient roster.
2. Select the desired patient.
3. Click on the Measures tab
4. You'll be able to see any measures surveys completed for the patient.
5. Click on a date of completion to open a detailed view of the survey results within the client chart

6. The detailed results will slide from the right side of the screen to open a new viewing window. 

   

   

The Client Report

In addition to viewing the provider's view of measurement surveys, providers can now access a Client Report directly within the Rula provider portal. This view mirrors exactly what the patient sees in their own portal and was designed to make it easier for providers to review progress collaboratively with patients. 

How to View: 

1. In the Rula provider portal Patient Chart, open the Notes and Documents section. Find your active session and click Complete Progress Note.
2. Go to the Measures section of the progress note
3. Select View Measures

4. You will see a full measures report for your client appear on the right-hand side of your screen. At the top of this pop-up, click Client report to switch to the patient-facing progress view.

5. Use the tabs for Anxiety, Depression and Quality of Life to review the patient’s results across different measure types.

The Client Report tab appears alongside the Provider Report tab, allowing you to toggle seamlessly between clinical and patient perspectives during sessions.

Alert Banners (C-SSRS & Therapeutic Alliance)

Alert banners may be present at the top of either the Overview or Measures tabs if triggered by client-submitted measures:

• C-SSRS Alert: Indicates there is a present risk.

• TA Alert: Indicates Therapeutic Alliance feedback may need attention.

In either view, click View Results directly on the banner to open detailed results and further information. 

For additional guidance on Therapeutic Alliance, see our support article:
Responding to Ruptures in the Therapeutic Alliance

Measurement-Informed Care and Documentation

Measures are also integrated into the clinical documentation for the initial assessment and progress notes. If the patient has completed the measurement surveys (e.g., GAD-7, PHQ-9, PROMIS depression parent proxy, QoL etc.) this will be integrated into the “Measures” section of the note.

Updated October 06, 2026 14:12