In this article, we will review your ability to see your complete patient roster, including demographic information, in the Rula provider portal. The roster separates patients into active and inactive sections, allowing you to easily distinguish between patients who are and are not actively in your caseload. Simply log into your portal and navigate to the Clients tab to view details for all existing and past patients.
- Active clients are patients that you have a future appointment scheduled with, have had an appointment within the past 90 days, or have had a canceled appointment within the past 14 days. This also includes any patients that have confirmed their new initial visit after restarting their care with you.
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Inactive clients are patients where it's been over 90 days since their last appointment and who don't have any future appointment, and patients who scheduled an appointment but canceled before their first visit.
- Note: It may take up to 90 days since the last completed appointment for discharged patients to move to the Inactive list.
Viewing your patient roster
- Log into the provider portal.
- Click on the Clients tab, located on the menu on the left side of the page.
- Your patient roster will appear to the right of the menu.
Information on the patient roster
At the top, under My Clients, you’ll see the total number of all of your active and inactive clients at Rula.
Below this, your patients will be listed in alphabetical order by last name on tiles. Each tile displays:
- The patient's name
- The patient's date of birth
- The patient's age
- The date of when you last saw the patient
Any new patient will have a button next to their name indicating that you have not yet completed your initial appointment with them.
Reactivating inactive patients
At this time, you cannot reactivate inactive clients yourself in the provider portal. However, there are two options available to restart services with a patient:
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If the patient reaches out directly
If a patient contacts you about reactivating care, you can let them know that they can restart services through their Rula patient portal. Feel free to share this Resuming Care with a Previous Provider article, which outlines the steps they’ll need to follow. -
Connect with a Support Agent
If the patient needs additional help or cannot initiate the reactivation themselves, they’ll need to connect with a Rula Support Agent to restart care with you.
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