Updating your new client intake settings in the Rula provider portal

You can update if you are accepting new clients or not from the Rula provider portal.

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

Guided steps

To change if you are accepting new clients or not, follow the steps below.

  • If you switch this setting off at any point, it's important to switch it back on when you're ready to start receiving new clients again.

From Home page

  1.  Log in to the provider portal.
  2. Stay on the Home page, which is where you will land when you first log in. 
  3. Toggle the button in the upper right-hand corner to adjust your Status.
    • Accepting new clients: Rula will send you new clients based on your weekly new client limit and new client capacity.
    • Not accepting new clients: Rula will not send you any new clients.

Screenshot 2026-01-27 at 9.25.01 AM.png

From Profile tab 

You can also update this setting from the Profile tab.

  1. Log in to the provider portal.
  2. Go to the Profile tab on the left menu. 
  3. Click the Practice details tab.
  4. Toggle the button next to “Accepting new clients” at the top to green (accepting new clients) or grey (practice is paused).

  5. If you have multiple telehealth states in Rula, you can also pause/unpause by state:

    • Click Edit next to a state.
    • Check/uncheck the box next to “Accepting new clients” for that specific state. 
    • Click Save

    • You can have some active states (accepting new clients), or paused states (where you’re not currently accepting new clients)—each state can be edited at any time to turn this on/off.

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 option to change if you are accepting new clients or not will be temporarily removed.

 

 

Updated

Was this article helpful?

13 out of 14 found this helpful