Improvements are coming to the Rula provider portal, which should make managing your caseload easier, allowing you to reach your practice goals! Many of you shared that some of our practice tools didn’t always match how you think about your caseload or manage your boundaries. These updates are designed to give you clearer control, reduce confusion, and better support the way you run your practice.
In this article, we will provide a walkthrough of the new Homepage, highlighting the changes that we've made to make managing your practice easier.
What Is Changing?
Through provider feedback, we found that the Desired Caseload setting wasn’t an effective way to protect your schedule. Therefore, we've removed it to center the control around your availability and the Accepting New Clients toggle. We have also highlighted your Weekly New Client Limit so that we know how many new clients you want to take on each week.
All of this has been compiled into the brand new Homepage. This is your new landing page when you log into the Rula provider portal.
Through this homepage, you will also have easy access to the following:
- Your To-Do tasks
- A snapshot of the current week in numbers
- The appointments you have today. This includes easy access to starting your appointment, sending your client their measure to complete, and viewing client measures.
- Snapshots of the next three weeks
Maximizing Your Settings
With the new intuitive “week at a glance,” you no longer have to do the mental math of keeping track of your weekly capacity. We do the math for you! For example, if a provider has their Weekly New Client Limit set to 5 and they already have 2 new clients scheduled for appointments this week, we are seeking 3 new clients to help them fill their set limit.
Utilizing your Weekly New Client Limit and your appointment availability allows you to control your practice and attract clients, enabling you to grow. Remember, your availability is one of the strongest drivers of whether clients can find and book with you. Even providers with excellent profiles will not appear in search results if they lack availability when clients are looking.
You can read more about best practices to fill your schedule in this help center article.
No More Practice Tab
You may have noticed that with the addition of the Homepage, the Practice tab has been deprecated. This is intentional! The Homepage will serve as your control center for practice settings, providing easy access to the features we've mentioned above.
So, where are your "Practice Details" settings, such as your location settings and your client preferences? You will now find these in the Profile tab. Here you can update everything from opting into in-person appointments, requesting updates to your Bio, your client preferences, and more.
Conclusion
The Homepage was built to work for you and give you more control over your practice in a more effective way. It allows you to quickly glance at your week and adjust your settings as needed, creating a dynamic space with you in the driver's seat.
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