[Beta] Creating and signing a session note in the Rula provider portal

We’re currently testing our new clinical documentation feature with a small group of therapists in the Rula provider portal. We can't wait to roll it out to everyone soon! If you’re not part of the beta group right now, don’t worry – we’ll keep you posted and let you know as soon as it’s available for you. Thanks for your understanding and patience as we work to bring this exciting update to you!


Session notes can be created from a client's chart, located in the Clients tab of the Rula provider portal. Session notes include:

  • Initial Assessment
  • Progress Note
  • SOAP Note

The default note type in the portal for a session that is not an initial assessment is a progress note, however the template can be changed to a SOAP note once the note is created.

Guided Steps

To create a session note for an appointment:

  1. Log into the provider portal
  2. Click on the Clients tab, located on the menu on the left side of the page
  3. Select the client you need to create the note for.
  4. Find the appointment card for the desired date, and click Start progress note
    Untitled design (48).png
    • This will say Start initial assessment if this is the first appointment with a client. 
    • Once the note opens, you can optionally change the template to a SOAP note, by clicking Change note template on the top left of the note.
  5. Fill out the note, all fields are required.
    • If you need to finish the note later, click Save & close
    • To finish the note, find the appointment card in the client chart and click Complete progress note. 
      Untitled design (49).png
      This wording will reflect the template or appointment type (SOAP note or Initial Assessment).
  6. Once complete, click Sign note.
  7. Confirm your electronic signature, then click Sign and submit note

Once the note is submitted, it cannot be edited. The signed note will generate a charge for the session and be billed to your client and/or their insurance. No further action is needed.


Additional Resources

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