All clients receive their measurement-informed care (MIC) survey bundle 48 hours before their session. Here’s how you can check if a client has completed the survey — and how to send a reminder if they haven’t.
Please Note: New provider portal features are being tested with select providers, and your portal may look slightly different from what's shown in this article. If you can't find something described in this article, contact support@rula.com and we'll help you complete the task. You will be notified as new features become available to you!
Check the client's measurement-informed care survey status
In the provider portal, go to the Client Profile→ land in the Overview tab→Here you’ll see measures details or if the client has completed their survey.
| Note: This feature is available as soon as the survey is made available to your client 48 hours before the appointment. |
Send a reminder if the survey is incomplete
To send a reminder message to your client:
1. Navigate to Schedule → select appointment → click Send client measures reminder.
2. Or, go to Clients → select client → Send reminder.
3. Or, go to Clients → Select Client → Measures Tab → Send Reminder
Clicking on the Send reminder button will create a pre-filled message for that client on the Messages tab of the provider portal. You can then send this message.
| Note: The "Send client measures reminder" link is only available if the survey has not yet been completed by the patient. |
Optional: Clients can complete the survey in the waiting room
If the survey is still incomplete, the client will see it in the waiting-room screen prior to their telehealth session.
- It appears only if the client hasn't yet completed it.
- To join a session early, completing the survey will be required. Once the session time begins, a client can join the session, regardless of whether their survey is completed or not.
Encourage clients to join a few minutes early if they want to finish it before the session begins.
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