Viewing your client roster in the Rula provider portal

You can view your complete client roster including demographic information in the Rula provider portal. The roster separates clients into active and inactive sections, allowing you to easily distinguish between clients who are and are not actively in your caseload. Simply log into your portal and navigate to the Clients tab to view details for all existing and past clients.

• Active clients are clients that you have a future appointment scheduled with, have had an appointment within the past 90 days, or have had a canceled appointment within the past 14 days. This also includes any patients that have confirmed their new initial visit after restarting their care with you.
• Inactive clients are clients where it's been over 90 days since their last appointment and who don't have any future appointment, and patients who scheduled an appointment but canceled before their first visit.
  • Note: It may take up to 90 days since the last completed appointment for discharged clients to move to the Inactive list.

Viewing your client roster

1. Log into the provider portal.
2. Click on the Clients tab, located on the menu on the left side of the page.
3. Your client roster will appear to the right of the menu.

Information on the client roster

At the top, under My Clients, you’ll see the total number of all of your active and inactive clients at Rula.

Below this, your clients will be listed in alphabetical order by last name on tiles. Each tile displays:

• • The client's name
  • The client's date of birth
  • The client's age

Any new client will have a button next to their name indicating that you have not yet completed your initial appointment with them.

Existing clients will be listed with their last appointment date at the bottom.

Reactivating inactive clients

At this time, you cannot reactivate inactive clients yourself in the provider portal. However, there are two options available to restart services with a client:

1. If the Client Reaches Out Directly
   If a client contacts you about reactivating care, you can let them know that they can restart services through their Rula Patient Portal. Feel free to share this Resuming Care with a Previous Provider article, which outlines the steps they’ll need to follow.

2. Connect with a Support Agent
   If the client needs additional help or cannot initiate the reactivation themselves, you’ll need to connect with a Rula Support Agent to assist with restarting care with you.