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. 

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! 

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

Screenshot 2026-08-03 at 2.26.19 PM.png

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 on the patient's name from the appointment card.

    Screenshot 2026-10-14 at 10.37.53 AM.png

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

Additional resources

Updated

Was this article helpful?

3 out of 5 found this helpful