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.
Note: The provider portal will only look back for unfinished and past due notes to September 12, 2024. We will soon be expanding this to look back 90 days. |
Guided Steps
To view your unfinished and overdue notes:
- Log into the provider portal
- Click on the To-do tab, located on the menu on the left side of the page
- 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.
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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
- 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.
- This will take you directly to the note in the client chart.
- Once complete, click Sign note
- 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.