Accessing your client's charts in the Rula Provider portal

In this article, we will cover how to find your Client Charts within the Rula provider portal. There are three ways to access a chart, and we will walk through both ways below. 

Guided steps

There are three ways to access a client chart in the provider portal: From the Home tab, the Clients tab and from the Schedule tab.

Home tab

  1. Go to the Home tab on the left menu.
  2. Select the client's name directly from your daily overview

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Clients tab

  1. Go to the Clients tab from the left menu.

  2. Select a client from your client roster—it will automatically show your clients under the Active tab, but you can click Inactive to show previous clients if needed.

  3. The client chart will open.


Schedule tab

  1. Go to the Schedule tab from the left menu.

  2. Click the appointment on your calendar, then click View client chart from the appointment card.

  3. The client chart will open within the Clients tab.

Additional resources

Updated

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