You can access client charts through the Clients tab on the left of the provider portal. Selecting a patient on your patient roster will open the client chart within the Clients tab.
Client charts in the provider portal are made up of the following sections:
- Overview
- Measures
- Notes & Documents
Your patient's demographic information is displayed at the top of the chart and will remain visible as you switch between the three sections of the client chart.
In addition to the patient's personal/contact information, you can also access the following directly from the overview section:
- Appointment history (including with other providers on care team)
- A telehealth link for the next appointment
- Whether the patient has filled out their pre-appointment survey
- Care team to view and message other providers with a mutual client
Appointment cards
Appointment cards in the overview section display:
- Appointment date
- Appointment type
- Provider name
- Any of your notes linked to the appointment
If the note has been signed, you will see Signed next to the note type.
If a note has not been started, you can create a note by clicking Start progress note on the appointment card.
If an appointment card displays an appointment with a different provider on the patient's care team, you will see No Note on the appointment card.
Next appointment
Under this section on the right, you can:
- Begin the telehealth session by clicking Start video appointment
- This button will appear 30 minutes before your session start time
- Copy the telehealth link by clicking Copy link next to Telehealth
- This will appear 30 minutes before your session start time
- Start a note by clicking Start progress note.
- If the patient hasn't filled out the measures survey, you can remind them by clicking Remind next to Measurement Survey
Care team
Under this section on the right, you can view and message other providers that are part of the client’s care team.
- Providers who have a future scheduled appointment with the client or have seen the client in the last 90 days are part of their current care team.
- Providers are considered a past provider if they have not seen the client in the last 90 days, or if the client canceled their initial appointment or rematched with a new Rula therapist 2+ weeks ago.
From here, you can:
- View another provider’s treatment plan for the client by clicking View plan.
- Contact another provider by clicking the Message button under the provider you need to reach out to, or click View all to pull up a full list of current and past providers, then click Message from there.
Learn more about messaging other providers in our help center.
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