[Beta] Adding a risk assessment to a note in the Rula provider portal

Risk assessments should be completed by therapists whenever new, relevant information becomes available or there is a change in the patient’s clinical presentation or circumstances, including but not limited to:

  • Significant life event that had the potential to increase the patient’s risk
  • Significant changes in treatment
  • Patient, family member, collaborating provider, or other entity’s expressed report or concern for the patient’s risk of harm to self or others
  • Increased hostility towards others
  • Additionally, providers may choose to complete a risk assessment at any point in time during care with a patient.

You can add a risk assessment from a session note in the Rula provider portal.

Guided Steps

To add a risk assessment:

  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 add a risk assessment for
  4. Find the appointment for the date you want and click Start progress note or Complete progress note.
    • This wording will reflect the template or appointment type (SOAP note or Initial Assessment).
  5. On the right side of the page, click Add risk assessment
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  6. Complete the risk assessment
  7. Click Save & close

The risk assessment will now be updated and tied to the session note.

 

Additional Resources

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