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Your client list is also your clinical record. Open any contact and you’re looking at a record of your work with that client: their identity information, a risk indicator when one has been raised, a day-by-day activity timeline, scored measure history charted over time, and the progress notes written after each session. Three short articles cover the workflow.

Your client record

What’s on the record — identity, risk, the session timeline, and the outcomes strip.

Progress notes

Writing a DAP or SOAP note after a session, saving a draft, signing it, and adding an addendum later.

Getting notes out of Rivet

Copy for Jane, the per-note PDF, and the full client export with a date-range picker.