Your client record

Opening a contact in Rivet opens a record. At the top sits a strip of identity information — name, date of birth, phone number, emergency contact, referral source, and consent notes. Below that, every interaction with this client appears on a timeline grouped by day: voicemails, text conversations, calls, video sessions, completed assessments, and progress notes. Alongside the timeline, a set of small charts shows each scored measure over time. If a recent clinical assessment raised a risk flag, a banner stays at the top of the record until a newer assessment updates it. On desktop, the client list and the record sit side by side. On mobile, open a contact to see the full record; individual entries open in a sheet above it.

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Identity information

The identity strip at the top of the record holds:

• Name and date of birth
• Phone number — the number associated with this client’s calls and texts on your Rivet line
• Emergency contact
• Referral source
• Consent notes — a free-text field for noting when and how consent was documented

Edit any of these fields directly on the record. This information is stored in Rivet alongside the session history; it doesn’t sync to or from your existing practice-management software.

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The risk banner

When a client completes a PHQ-9 with a non-zero Item 9, or when you administer a C-SSRS that raises items 4, 5, or 6, Rivet marks the contact as elevated risk and shows a banner at the top of the record. The banner shows which measure and which response triggered it. The flag stays visible every time you open this record until a newer administration of the same measure produces a different reading. Rivet doesn’t send automatic notifications or escalations when a risk flag appears. The flag is for you. See How Rivet flags clinical risk for detail on what triggers each one.

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The activity timeline

The timeline runs down the record grouped by day, most recent at the top. Every interaction Rivet has with this client appears there:

• Voicemails — tap to read the transcript or listen to the recording
• Text conversations — the message thread for this client’s phone number
• Video sessions — the session record, including which assessments ran and whether a progress note was written
• Progress notes — attached to the session that generated them; unsigned notes show a count on the client’s row in the contact list

Tap any entry to see the detail. A video session entry opens the session record, from which you can view completed assessments (with the full question-by-question responses) or open the progress note.

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The outcomes strip

Every scored measure this client has completed appears as a small chart — one per instrument — showing the score at each administration over time. Four PHQ-9 administrations over three months show as four points on the line. A first-ever GAD-7 shows a single point. The charts sit alongside the timeline on desktop; on mobile they appear in the record above the timeline entries. The same data lives in your EHR when you paste score blocks into your session notes. The outcomes strip puts the trajectory in front of you before the session starts — you can see the curve without opening old notes or switching to a different tool.

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