This article provides a video and step-by-step guide for editing and rescheduling appointments in the Rula provider portal.
You can edit and reschedule appointments within Rula's provider portal. This includes follow-up appointments, initial appointments that have been confirmed and have yet to occur, and past appointments.
You cannot edit or reschedule the following appointments:
- Pending initial appointments for new clients that Rula is in the process of confirming for you
Please contact Rula Support through our chat widget to make changes to pending initial appointments.
Video Demonstration
Note: We're now Rula! You may still hear Path in our videos from time to time and we appreciate your patience while we continue to update our content to align with our new name. Additionally, this video only applies to telehealth and not in-person appointments.
This video provides a step-by-step guide for editing and rescheduling appointments in the Rula provider portal.
Guided Steps
Rescheduling initial appointments
To edit or reschedule an initial appointment:
- Log into the Rula provider portal.
- Stay on the Schedule tab.
- Click on the appointment you wish to reschedule. Remember: You can only edit future appointments.
- Click on the three dots in the top corner for more options.
- Select Reschedule
- To edit the date of an appointment, click the calendar icon.
- To edit the time of an appointment, click the drop-down menu and select a new time.
- Selecting Send a message takes you to the Messages tab so that you can communicate with the patient, this takes you out of the rescheduling flow.
- Selecting edit this appointment only reschedules the initial appointment only
- Selecting edit this an all follow-up appointments reschedules the initial appointment and default repeat bookings
- Selecting bi-weekly transforms the default repeat bookings from weekly to bi-weekly appointments in the new date/time.
- Click Save to confirm the rescheduled appointment.
- A pop-up message will appear. Click Yes to confirm that you would like to reschedule the appointment(s).
- After you click Yes, you'll see a confirmation message that the appointment(s) has been rescheduled.
- Both you and the client will receive an email about the change.
- Therapists do not receive email reminders regarding their appointments. Rula suggests therapists routinely log into the provider portal, check their schedules, and utilize their personal calendars to set reminders.
Rescheduling follow-up appointments
To edit or reschedule a single follow up appointment:
- Log into the Rula provider portal.
- Stay on the Schedule tab.
- Click on the appointment you wish to edit. Remember: You can only edit future appointments.
- Click on the three dots in the top corner for more options.
- Select Reschedule.
- To edit the date of an appointment, click the calendar icon.
- To edit the time of an appointment, click the drop-down menu and select a new time.
- Click Save to confirm the rescheduled appointment.
- A pop-up message will appear. Click Yes to confirm that you would like to reschedule the appointment.
- After you click Yes, you'll see a confirmation message that the appointment has been rescheduled.
- This also triggers an email to the client letting them know as well.
- Therapists do not receive email reminders regarding their appointments. Rula suggests therapists routinely log into the provider portal, check their schedules, and utilize their personal calendars to set reminders.
To edit or reschedule recurring appointments
- Follow steps 1-7 for single appointments.
- Under the start time section, click the radio button next to This appointment and following appointments and then click Save.
About recurring appointments
Rula will automatically book four recurring appointments on the same day and time for new clients. The goal of recurring visits is to make it easier to establish a consistent rhythm early in the therapeutic relationship with clients and take some of the burdens of scheduling off of your plate!
That said, you may adjust single appointments in the cadence of these sessions if you or your client prefer a different day of the week or timeframe.
Identifying recurring appointments
You can identify a recurring appointment by clicking on the appointment and reading the details box. Under the date and time, the frequency of repeats will be listed and the length of the series will also be explained. For example, the below appointment repeats weekly every Wednesday until August 30, 2023.
Rescheduling past appointments
- Log into the Rula provider portal
- Visit the Schedule tab
- Click on the appointment you wish to reschedule.
- Note: Past appointments that already have a signed note cannot be rescheduled or edited.
- Click on the three dots in the top corner or the appointment card for more options.
- Select Reschedule Appointment
- To edit the date of an appointment, click the calendar icon.
To edit the time of an appointment, click the drop-down menu and select a new time.- If a past date is selected, the disclaimer will appear notifying you that you are editing an appointment that was scheduled in the past.
- Click Save to confirm the rescheduled appointment.
- The patient will not receive an email notification about the appointment change.