[Beta] Completing saved notes 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 must be completed, signed, and submitted to generate a charge. If you have saved a note to complete at a later time, it's important to go back finish the note.

Guided Steps

To complete and sign a saved note:

  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 complete the note for.
  4. 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).
  5. Once complete, click Sign note
  6. 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 and be billed to your client. No further action is needed.


Additional Resources

Was this article helpful?

0 out of 0 found this helpful