This article contains all videos and articles related to the Rula provider portal. Navigate to the desired topic by using the menu on the right side of the page. If the topic has a video component, the video will be displayed under the section title, with the article linked underneath. If the topic does not have a video, the articles for the topic will be listed under the section title.
Getting Started - Video Demonstration
Note: We're now Rula! You may still hear Path in our videos from time to time and we appreciate your patience while we continue to update our content to align with our new name. Additionally, this video only applies to telehealth and not in-person appointments.
Setting up your portal account
Setting up your Rula provider portal account
Logging in
Setting up 2 factor authentication (desktop)
Setting up 2-factor authentication (2FA)
Setting up 2 factor authentication (iOS)
Setting up 2-factor authentication (2FA)
Setting up 2 factor authentication (Android)
Setting up 2-factor authentication (2FA)
My Schedule
Managing your start date
Updating your start date in the Rula provider portal
Joining telehealth sessions
Starting a telehealth session from the Rula provider portal
Admitting clients to a telehealth session
Ending a telehealth session
Adding availability for new clients
Editing/removing new client availability
Adding availability for new clients in the Rula provider portal
Managing your calendar blocks
Creating calendar blocks in the Rula provider portal
Scheduling tab overview
Managing your schedule in the Rula provider portal
Canceling appointments
Managing Cancellations, Deletions, and Missed Appointments in the Rula Provider Portal
Modifying appointments
Rescheduling appointments in the Rula Provider Portal
Create an appointment
Creating appointments in the Rula provider portal
My Messages
Messaging clients in the Rula provider portal
My Clients
Client Roster
Viewing your client roster in the Rula provider portal
Client Charts
Accessing your client's charts in the Rula Provider portal
Viewing notes and documents for your clients in the Rula provider portal
Overview of client charts in the Rula provider portal
Viewing your client's measures surveys in the Rula provider portal
My Practice
Managing your practice settings in the provider portal
Accepting new clients
Updating your new client intake settings in the Rula provider portal
Updating client preferences
Updating your client preferences in the Rula provider portal
Updating weekly new client limit
Updating your weekly new client limit in the Rula provider portal
Updating desired caseload
Updating your desired caseload in the Rula provider portal
My Profile
Updating your provider profile information
Update Provider Profile Information
View your practice details
Viewing your accepted insurance plans in the Rula provider portal
Clinical Documentation
Session notes
Creating and signing a session note in the Rula provider portal
Completing unfinished or saved notes in the Rula provider portal
Adding an addendum to a signed note in the Rula provider portal
Viewing signed notes in the Rula provider portal
Clinical Plans
Updating a treatment plan in the Rula provider portal
Adding or updating a safety plan in the Rula provider portal
Adding a risk assessment to a note in the Rula provider portal
Missed Appointment Note
Completing a missed appointment note in the Rula provider portal
Other Notes
Completing a discharge note in the Rula provider portal
Troubleshooting
Using your secret key
Updated