Updating your new client intake settings in the Rula provider portal

You can update whether you are accepting new clients or not on the Home Page of the Rula provider portal.

You can update this setting as much as you need. Common reasons for pausing new clients:

  • Vacation/time off
  • Temporary leave

Guided Steps

To change whether you are accepting new clients, or not:

  1.  Log in to the provider portal.
  2. Stay on the Home Page and find the "Accepting new clients" toggle on the right side of the page. 
  3. Toggle the button on or off. 

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 Accepting new clients - Rula will send you new clients based on your desired caseload and and new client capacity.

 Not Accepting new clients - Rula will not send you any new clients.

If you switch this setting to off at any point, it is important that you switch it back on when you are ready to start receiving new clients again.

What does Paused by Rula mean in the status section?

If you have been paused by Rula, you will no longer be able to receive new clients. The button to toggle whether you are accepting new clients will be temporarily removed.

You will also see a message on the portal's Home Page advising you to contact support.

Additional Resources

Temporary Leave for Time Off or Vacation - Provides the steps you can take when planning to take time away from seeing clients for a short vacation, personal leave, or any other temporary absence
 

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