Once you’ve signed your contract, submitted your CAQH information, met with a Provider Success Associate, and created your provider portal account, the final step is completing onboarding.
This article explains how to:
Finish your provider profile
Complete Rula 101 training
Access your provider portal after onboarding
Timeline
Step 1: Access the provider portal
You’ll receive your portal credentials by email once onboarding is complete.
Once your account is set up, log into the provider portal.
If you haven’t created your portal account yet, start here: Setting up your Rula provider portal account.
If you’ve completed onboarding but haven’t received your credentials, please contact Support via chat.
Step 2: Complete any setup tasks
When you sign in for the first time, you may see a checklist of items to complete before moving on.
If parts of your onboarding are still incomplete, click Get started next to the task that needs to be completed.
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Tasks may include:
Creating your provider profile (preferences, headshot, bio, background).
Completing Rula 101 training modules.
Tip: If you leave partway through, click Save and exit. You can return later by logging back in and clicking Continue on the setup screen.
Provider profile
You’ll be guided to:
Share client preferences and expertise.
Share your background.
Add a headshot.
Write your profile bio.
Learn more in How to craft and maintain a great provider profile.
Rula 101 courses
After your provider profile is complete, you’ll unlock Rula 101, our onboarding training program.
Rula 101 includes seven modules.
You can pause and resume at any time by clicking Continue on the setup screen.
When all modules are complete, you’ll see a confirmation message.
After completing all tasks, you’ll return to the setup screen and move on to secure your account with two-factor authentication.
If you’d like a refresher on what was covered, review the onboarding study guide.
Step 3: Set your availability
Once your setup tasks and Rula 101 are complete, you’ll have full portal access. From here you can:
Set your availability.
Confirm your client preferences.
Begin holding sessions with Rula clients.
Quick links
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