When you add a client to Ruh Care, a series of automation occur to save you time and streamline your client onboarding process. Let's walk through the initial set of actions that occur, as well as ways you can customize the client onboarding experience for your needs.
Your Client's Onboarding Experience
After you add your client to Ruh Care (including an email address), this is what will happen:
1. Client Receives a Welcome Email
An email to your client is automatically sent on your behalf. The subject will read "[Provider Name] has invited you to work together on Ruh Care."
2. Client is Prompted to Click on a Unique Link
In their welcome email, there is a button for your client to click. This button will prompt them to create a password. Their email address and password will be used to log in to the Ruh Care Client Portal.
3. Client is Asked to Complete Intake Forms
Your client will be automatically asked to complete the forms. You will receive an email notification when your client begins the intake process, and when they have completed it.
You can view your client's form completion progress at any time by going to:
Clients tab on your Provider Dashboard
Select your client
Go to "Charting" on the client profile menu
Click "Client's Intake Paperwork"
4. Client Can Log into Their Client Ruh Portal
Ruh Care allows you to connect and engage with your client, providing a value-add to your services. The platform enables clients to do a host of activities from their Client Portal, including:
Complete electronic paperwork
Send a message to their therapist
Book appointments
View shared resources
Complete goals
Launch virtual sessions
and so much more
How to Test Out The Client Experience Yourself
To see what the client experience is like, with your specific intake forms, client logging settings, calendar settings, and packages, we recommend adding you as a test client to understand the experience.
Follow the instructions here to easily add yourself as a client.
Quick Tips
Track client form completion progress under the "Charting" section of their profile.
Add yourself as a test client to experience the client journey firsthand.