Provider portal videos

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.

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 (desktop)

Setting up 2 factor authentication (iOS)

Setting up 2 factor authentication (mobile)

Setting up 2 factor authentication (Android)

Setting up 2 factor authentication (mobile)

Available resources in the portal

My Schedule

Your start date

Managing your start date

Joining telehealth sessions

Admitting clients to a telehealth session

Ending a telehealth session

Telehealth sessions

Adding availability for new clients

Editing/removing new client availability

Setting Your Availability for New Clients in the Rula Provider Portal

Managing your calendar blocks

Managing your calendar blocks

Scheduling tab overview

Managing your schedule

Appointment time zones

Canceling appointments

Canceling appointments

Modifying appointments

Modifying appointments in the Rula Provider Portal

Create an appointment

Book appointments for your clients in the Rula Provider Portal

My Messages

Messaging in the portal

My Clients

Client Roster

Your client roster

Client Charts

Accessing client charts

Notes & documents

Client chart overview

Viewing measures surveys

My Practice

Managing your practice

Paused by Rula

Accepting new clients

Update Accepting New Clients Status

Updating client preferences

Update Client Preferences

Updating weekly new client limit

Update Weekly New Client Limit

Updating desired caseload

Update Desired Caseload in the Rula Provider Portal

My Profile

Updating your provider profile information

Update Provider Profile Information

View your practice details

View Practice Details

Clinical Documentation

Session notes

Creating and signing a session note in the Rula provider portal

Completing 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

Rula provider portal login issues

My login email isn't working

Using your secret key

Using your secret key

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