Setting up two-factor authentication on your phone

This article includes a step-by-step guide for the initial setup of your Rula provider portal account. Beginning with email verification and password creation, it walks you through the process of establishing two-factor authentication via the Microsoft Authenticator app, including a QR code scan for enhanced security. A secret key is also provided to you as a reliable backup login method. The final verification process involves verifying your personal details to ensure secure access. 

Guided Steps

Note: The provider portal only functions best on a laptop or computer, rather than a mobile phone or tablet.

To set up your Rula provider portal account:

Step 1: Open the provider portal sign in page and enter the email address associated with your Rula account. Once you enter your email, you’ll see instructions to check your email. If you have an account associated with your email, you’ll get a welcome email. This may take a couple minutes to show up.

Step 2: Once you receive the welcome email, click set up portal account and enter your email, temporary password and a new, secure password of your choosing. Then, click create password.

Step 3. Enter your email and password and click Sign in

Step 4: Enter your 10 digit NPI and click Verify

Step 5: Based on your application progress you may be directed to:

1.  
   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 anytime 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 setup up Two Factor Authentication (2FA) to finish the portal setup so that you can start managing your practice
   
2. Enter your portal password then click Get started
   
    
3. Select the type of smartphone you have so you can set up 2-factor authentication. Then click Next
   
   

   1. During account setup, there will be written instructions on the left side of the page, and a video demonstration on the right side.

      • Follow the instructions to download the Microsoft authenticator app, then click Next
        • If you already have an authenticator app, click continue to next step

       

4. Follow the instructions to set up your authenticator. Once you have opened the camera on your authenticator app, click Ready to scan QR code.
5. Scan the QR code to add the Rula Portal account to your authenticator app. Once added, enter in the 6 digit code from authenticator app and click Authenticate my device.
   •  
     • The code on authenticator apps refreshes every 30 seconds. If the timer is close to reaching zero, it is best to wait for the code to refresh to allow enough time to enter and submit the code.
       
       
        
6. After your account is authenticated, you’ll be asked to save your secret key. Once you have saved the secret key, click Return to portal
   • This is a backup method to log into your provider portal in the event you lose your phone, or lose access to your authenticator app. It’s important to keep this key in a secure place - without this key, it may take 3-4 days to regain access to your account.
     
     
      
7. Once you complete the Two-Factor Authentication process, your portal is set up and you're ready to start seeing clients.

Resetting your password

Providers can perform their own password resets via the Forgot password link on the login page. If you have an account, you'll receive an email to reset your password. A regular password reset by the providers does not require 2-factor authentication to be set up again.

If, for any reason, you cannot reset your password by yourself, please reach out to support@rula.com to make a request. After the Rula Support team member performs a portal reset, you must both create a new password and set up the 2-factor authentication again. Failure to do so will result in the system not accepting your new permanent password after you have entered the temporary password.

Updated September 03, 2025 15:21