Viewing unfinished and past due notes in the Rula provider portal

Session notes must be completed, signed, and submitted to generate a charge. If you have an unfinished or overdue note, it's important to complete the note to get paid.

Guided Steps

To view your unfinished and overdue notes:

1. Log into the provider portal
2. Click on the To-do tab, located on the menu on the left side of the page
3. Find the client you need to complete the note for.
   • Unfinished notes: Notes that have not been submitted, but remain within the 48-hour submission window following service completion.
   • Past due notes: Notes that have not been submitted, but are now beyond the 48-hour submission deadline following service completion.
     • Learn more about Rula's timely documentation standards here: Timely Documentation
4. Click Complete note next to the name of the client you want to complete the note for. 
   
   • This will take you directly to the note in the client chart.
     
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

• Viewing signed notes in the Rula provider portal - Provides guidance on how to view saved and signed notes
• Completing a missed appointment note in the Rula provider portal - Provides step-by-step guidance on how to create and sign a missed appointment note for a session.
• 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.