The client preferences section allows you to change the settings that control the types of clients you see. This includes the types of sessions you want to offer (individual, couples, families) and if you would are open to seeing a specific age group of minors (ages 5-7, ages 8-12, ages 13-17).
Video Demonstration
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This video provides step-by-step guidance on how to update your client preferences in the Rula provider portal.
Guided Steps
To change your client preferences:
- Click the Client Preferences tab on the Practice page, to the right of the New clients tab.
- Click Edit on the top right corner of the My client preferences section.
- Select the therapy types you would like to offer and select any of the minor age groups you are willing to see.
Note: Ages 18+ is automatically selected and required for all providers. - Once your client preferences are set, click Save.
Additional Resources
- Updating your accepting new clients status - Detailed steps on how to update your accepting new clients status in the Rula provider portal.
- Updating your desired caseload - Detailed steps on how to increase or decrease your desired caseload in the Rula provider portal.
- Updating your weekly new client limit - Detailed steps on how to increase or decrease your weekly new client limit in the Rula provider portal.