Viewing your client roster in the Rula provider portal

You can view your complete client roster including demographic information through the Rula provider portal. The roster separates clients into active and inactive sections, allowing you to easily distinguish between current and discharged clients. 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.
  • Inactive clients are clients where it's been over 90 days since their last appointment and who don't have any future appointments.
    • 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 Path.

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.

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