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: New provider portal features are being tested with select providers, and your portal may look slightly different from what's shown in this article. If you can't find something described in this article, contact support@rula.com and we'll help you complete the task. You will be notified as new features become available to you! 

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: 

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

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

  

• The detailed results will slide from the right side of the screen in the measures flyout. 

  

Additional Notes For Kaiser NCAL: 

• First, identify that the client is a part of Kaiser NCAL

• 

  Follow all steps outlined above to view your client's measures results in the overview tab.

• The graph includes target and trend lines on the PHQ-9 and GAD-7 graphs, which show whether the client is on pace for response/remission. For more information on response/remission, please visit: How Kaiser Permanente of Northern California measures ARR/DRR in clients 11+

  

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. 

   

   

   Additional Notes For Kaiser NCAL: 

• First, identify that the client is a part of Kaiser NCAL

• 

  Follow all steps outlined above to view your client's measures results in the measures tab.

• The displayed graph will include a target line, indicating the clinical response and remission. For more information on this indicator, please visit: How Kaiser Permanente of Northern California measures ARR/DRR in clients 11+

  

• From the measures tab, additional information is also available on the right-hand side of the screen, pertaining to your client's measures completion and clinical trend. From here, resources are readily available to be visited, pertaining to your client's needs. 

  • The measure completion status indicates whether a client is on track or off track against their completion goal
  • If a client isn't progressing, you'll see a flag and can request support from our clinical team in one click.

  

The Patient Report

In addition to viewing the provider's view of measurement surveys, providers can now access a Patient 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 Clinical 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 Patient 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 Help Center 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 15, 2026 16:00