Viewing notes and documents for your clients in the Rula provider portal

We’re continuing to improve the Rula provider portal. In the near future, in addition to viewing notes you’ll also be able to create notes directly within the portal. We’ll let you know once this feature becomes available.

The Notes and Documents section of the client chart shows a list of all notes and documents for the client from all providers on their care team. 

Notes will appear as cards on the left side under Most recent and documents will appear on the right side under Documents.

Note: Only signed notes will appear in this section. Unsigned or incomplete notes will have to be completed and signed in AdvancedMD before appearing in the provider portal.

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Viewing notes and documents

The Note cards on the left include the following information:

  • Note type
  • Therapy type
  • Provider name
  • Link to view note

Clicking View note will open a non-editable PDF version of the note in a new tab.Untitled design 800x600 (16).png

You can also view any uploaded documents by clicking on the document title in the Documents section on the right side of the page. This will open a non-editable PDF version of the document in a new tab.

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Creating notes/uploading documents

To create a new note or upload a document, click Add note in AdvancedMD or Upload document in AdvancedMD. This will link you directly to the AdvancedMD website where you can complete the desired action.

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