This article walks through the process of enabling clients to work with you via Ruh Care.

Overview: Manually Inviting a client to Ruh Care

We recommend adding yourself as a test client so you can see a sample client's experience.

Adding a test client to Ruh Care

When you add a client to Ruh Care, a series of automation occur to save you time and streamline your client onboarding process.

What Happens When You Invite a Client to Ruh Care

This article contains instructions on login management to assist your clients.

Resend a Client's Welcome Email or Reset their Password

Ruh's platform enables you to securely store detailed information about your clients.

Storing and Modifying Client Information in Ruh Care

In order to prepare for working with your clients on Ruh Care, we recommend considering all types of scenarios that you may encounter.

Suggested Scenarios to Test Via Your Client Account

Searching for clients by birthdate

There may be instances in which a single client email address has multiple Ruh Care accounts.

Clients Having Multiple Accounts with Providers

Run through this troubleshooting guide in the case that clients are telling you they are unable to access their account.

Client Onboarding FAQs

This article covers best practices when meeting with your client(s) for the first time.

Clients Checking in for their Appointment

Abdullah Khan

Find resources for onboarding and working with your clients in Ruh Care.

Client Onboarding

Clinical Calendar 📅

Learning Hub 💡

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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