Writing your notes while conducting a session

This article includes best practices on how to open a note and conduct a telehealth call simultaneously in the Rula provider portal. 

How to write a note while in session

1. Start your Telehealth call by logging into the Rula provider portal, finding and clicking the appointment on your calendar, and clicking Join appointment
2. This will open Zoom. To adjust the window size, click and drag the corner of your window.
3. Then, go back to the provider portal. Click the Clients tab.
4. Select the client you are meeting with, find the appointment card, and click Start progress note. 
5. To adjust the window size, click and drag the corner of your window.
6. Now, you can view both your video call and notes side by side!

Additional Resources

• Clinical documentation required at Rula- Outlines the documentation requirements to ensure you receive payment for your sessions. 
• Completing a note in the Rula provider portal - Detailed instructions on how to save a note in the portal.