Ruh's platform enables you to securely store detailed information about your clients. This information can be entered by you, or even your client during the onboarding process as part of their intake forms.
Client Information Fields
Ruh Care has fields in a client's profile that make it easy to store and update personal information on a client.
To view and edit client information on file, navigate to Client Profile > Actions > Client Information
Client's First, Last, and Legal Name
Date of Birth
Client's email Address
Client's Group within Ruh Care
Phone Number
Gender
Therapist
Address
Insurance information
Emergency contact information
Diagnosis codes (to be used in CMS 1500 Claims or Superbills)
Client Allergies/Sensitivities
Family History
Implantable Devices
When you've made any desired, click "Save" for changes to go into effect.
Client's Preferred Name
Within your client's profile, you'll see the option to distinguish between your client's legal name and their preferred name (use the First Name field).
This can be useful when working with clients that use a nickname or a different than what appears on their credit card, insurance card or other forms of identification. Any invoices, receipts, insurance claims or superbills created on behalf of your client will automatically include your client’s legal name.
This will ensure all payments are processed with the right information. For any other emails sent through Ruh Care, or places where your client will see their name, their “preferred name” will be used.
This small personal touch makes a difference in your client’s experience and communicates respect for their preferred name.