In this article, we will review how to view a signed note within the Rula provider portal. 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.
Guided Steps
To view a signed note:
- Log into the provider portal
- Click on the Clients tab, located on the menu on the left side of the page
- Select the client you want to view the note for.
- To view the note, find the appointment card in the client chart and click View progress note.
Note: This wording will reflect the template or appointment type (progress note or Initial Assessment). - The note will open within the client chart
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