[Beta] Viewing signed 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!


You can view notes once they have been signed through the Clients tab of the Rula provider portal.

Guided Steps

To view a signed 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 want to view the note for.
  4. To view the note, find the appointment card in the client chart and click View progress note. 
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    This wording will reflect the template or appointment type (SOAP note or Initial Assessment).
  5. The note will open within the client chart

Additional Resources

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