Creating and signing a session note in the Rula provider portal

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

The default note type for a regular session (not an initial assessment) will be a progress note.

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.
   
   • This will say Start initial assessment if this is the first appointment with a client. 
   • If you opt-in to see clients in person, you can change your location and address in the Info section of the note. 
5. Fill out the note (all fields are required).
   • On the right side of the note, whether initial assessment or progress note, you will see a section called "Session reminders". This includes items such as a link to the client's Measures, their next appointment date, and a request to rematch if you are discharging this client. 
     
   • If you need to finish the note later, click Save & close.
   • To finish the note, find the appointment card in the client's chart and click Complete progress note. 
     
     Note: This wording will reflect the template or appointment type (progress note or Initial Assessment).
6. Once complete, click Sign note.
7. Confirm your electronic signature, then click Sign and submit note.
8. Depending on the selections made in the "Next Steps" section of the note, you may be taken to a new screen in the Rula provider portal, such as your Schedule, the rematch form, a discharge note, or back to the client's chart. 

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. A separate charge slip is not required for notes in the provider portal.

You will see a $ reflected on the note to indicate a charge slip has been completed—this usually takes 1–2 hours to appear after signing a note, as we process the charge slip. Please note that a delay does not indicate an error or missing charge slip, unless this icon has not appeared after 24 hours.

Diagnosis codes will carry over to future session notes and can be edited or adjusted as needed.

Additional Resources

• Viewing signed notes in the Rula provider portal - Provides guidance on how to view saved and signed notes
• Updating a treatment plan in the Rula provider portal - Provides step-by-step guidance on how to update a treatment plan from a session note.
• Adding or updating a safety plan in the Rula provider portal - Provides step-by-step guidance on how to update a safety plan from a session note.

Updated February 16, 2026 21:47