How to setup and access the provider portal during onboarding

This article provides step-by-step guidance for setting up your provider portal account to complete your onboarding with Rula. Once you create your portal account, you'll complete your client-facing profile and Rula 101 (Rula's provider onboarding program). After setting up two-factor authentication (2FA), you'll gain full access to the provider portal where you can manage your practice.

Guided Steps

1. You can begin the setup directly from Fountain, or if you have left the page, go to the provider portal.
   
2. Once you reach the provider portal, enter in your email
   • You will receive an email containing a temporary password
3. From the email, copy the temporary password
4. Click Sign in now
5. Paste your temporary password in the field, and create a new password
6. Click Create password
7. Sign in with your email and password
8. Enter in you NPI
9. Click Verify
10. You'll arrive at the Setup screen in the provider portal
11. Based on your application progress you may be directed to:
    1. Continue your application: If you haven't finished, you'll be prompted to click Continue Application.
       
       
    2. Complete additional setup tasks: If certain sections are still required, you'll be guided to complete them.
       1. Please navigate to the section Complete additional setup tasks below for further instructions.
    3. Set up extra security: If all sections are complete, you'll be asked to set up account authentication. 
       1. Please navigate to the section Set up extra security below for further instructions.

Complete additional setup tasks

To complete any remaining tasks in your checklist, click the Get Started button next to the section that needs completion. In this example, we'll walk through completing the Create Provider Profile section.

1. Click Get started to create your provider profile.
   
2. Next you'll click Get started to complete the following:
   1. Share client preferences and expertise
   2. Share your background
   3. Add a headshot
   4. Write your profile bio
      
      
      Note: If you leave a section before completing it, you’ll have the option to Save & Exit, allowing you to resume where you left off.
      
3. Once the provider profile section is complete, you'll be able to complete Rula 101 onboarding courses
   
   • If at any time you leave Rula 101, you can pick up where you left off by clicking Continue on the Setup screen.
     
4. Once complete, you'll be brought back to the Setup screen

Set up extra security

1. Click Setup extra security to set up Two Factor Authentication (2FA) to finish the portal setup so that you can start managing your practice. For further details on 2FA view this help center article.
   
2. Once you complete the Two-Factor Authentication process, your portal is set up and you're ready to start seeing clients.
   
   

Additional Resources

• Setting up your Rula provider portal account - Provides guided steps for setting up your Rula portal account and setting up 2FA.
• Setting up 2 factor authentication on your phone - Provides guided steps for setting up 2FA on your phone. 
• Setting up 2 factor authentication on a desktop computer - Provides guided steps for setting up 2FA on your computer.