You can access client charts through the Clients tab on the left of the provider portal. Selecting a client on your client roster will open the client chart within the clients tab.
Client charts in the provider portal are made up of the following sections:
- Overview
- Measures
- Notes & Documents
Your client's demographic information is displayed at the top of the chart and will remain visible as you switch between the three sections of the client chart.
In addition to the client's personal/contact information, you can also access the following directly from the overview section:
- Appointment history (including with other providers on care team)
- A telehealth link for the next appointment
- Whether the client has filled out their pre-appointment survey
Appointment Cards
Appointment cards in the overview section display:
- Appointment date
- Appointment type
- Provider name
- Any of your notes linked to the appointment
If the note has been signed, you will see Signed next to the note type.
If a note has not been started, you can create a note by clicking Complete progress note on the appointment card.
If an appointment card displays an appointment with a different provider on the client's care team, you will see No Note on the appointment card.
Next appointment
Under the Next appointment section, you can:
- Begin the telehealth session by clicking Start video appointment
- This button will appear 30 minutes before your session start time
- Copy the telehealth link by clicking Copy link next to Telehealth
- Start a note by clicking Start progress note.
- If the client hasn't filled out the it pre-appointment survey you can remind them by clicking Remind next to Measurement Survey
Additional Resources
- Viewing your client's measures surveys - Detailed instructions on viewing measures for a client in the provider portal.
- Viewing notes and documents for your clients in the Rula provider portal- Detailed instructions on viewing notes and documents in the provider portal.