Pausing new client intake in the Rula provider portal

You can update whether you are accepting new clients or not on the Practice tab of the Rula provider portal.

You can update this setting as much as you need. Common reasons for pausing new clients:

  • Vacation/time off
  • Temporary leave

Video Demonstration

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This video provides instruction on how to use the Accepting new clients toggle in the Rula provider portal.

Guided Steps

To change whether you are accepting new clients, or not:

  1.  Log in to the provider portal.
  2. Navigate to the Practice tab, located on the menu on the left side of the page
  3. Toggle the button in the Status section on the practice page

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ScreenshotAccepting new clients - Rula will send you new clients based on your weekly new client limit, desired caseload, and new client capacity.

ScreenshotNot Accepting new clients - Rula will not send you any new clients.

If you switch this setting to off at any point, it is important that you switch it back on when you are ready to start receiving new clients again.

 

What does Paused by Rula mean in the status section?

In the event you have been paused by Rula, you will no longer be able to receive new clients. The button to change whether you are accepting new clients or not will temporarily be removed.

You will also see a message display on the Practice tab of the portal, advising you to contact support.

Additional Resources

  • What it means to be paused by Rula - Provides of an overview of what it means to be paused by Rula and different reasons you could be paused from receiving new clients.

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