Finding the right template

The Rivet template library has 65+ pre-built templates. Three things help you find the one you want fast: the category groups, the search box, and the favourites list of templates you’ve used recently.

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Where the picker lives

You reach the template picker from two places: In a session. Tap the templates icon in the in-session toolbar. The picker slides up over the workspace and is optimized for one-handed use on a phone or quick taps on a desktop. The Templates tab. Open the Templates tab from the bottom nav (or the sidebar on desktop). The Browse segment shows the same library; the Inbox segment shows what’s pending and what’s recently completed.

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The category groups

Both pickers organize the library into the same buckets:

• Screening scales — PHQ-9, GAD-7, QIDS-SR-16, CES-D-R, SPIN, K10, DASS-21, PSS-10, PCL-5, ITQ, OCI-R, WHO-5, and the rest of the validated measures
• Substance use — AUDIT, AUDIT-C, DAST-10, CRAFFT, CAGE-AID, SCOFF (eating)
• CBT — Thought records, distortion checks, behavioural experiments, exposure logs, problem-solving, values clarification, mood + sleep diaries
• EMDR — Safe place, container, body scan, future template, and the other phase tools
• Crisis — Stanley-Brown safety plan, RFL-12, ASQ, C-SSRS
• Outcome tracking — Session check-ins, ORS / SRS
• Children + adolescents — Age-appropriate versions of the common measures
• Clinician-administered — HAM-D, MADRS, and other forms you fill about the client
• Your notes (private) — SOAP, DAP, treatment plan

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The search box

Above the categories is a search box. It matches on:

• The template title (e.g. typing “phq” surfaces PHQ-9, “gad” surfaces GAD-7)
• The template ID (handy if you know the canonical short name)
• The first 300 characters of the description (covers most of what you’d search for — “social anxiety” finds SPIN, “trauma” finds PCL-5 and ITQ)

Search is local — instant, no network round-trip.

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Sending async vs filling in-session

Every client-fillable template can go out two ways. The right one depends on what you’re doing with it. Send async (link in an email or SMS). Best for intake screening batteries you want the client to do before the first session. The client opens the link on their phone or laptop, fills the form on their own time, hits submit, and the completed response shows up in your Inbox tab. You review it before the session starts. Fill in-session. Best for measures you want to administer with the client present — a follow-up PHQ-9 in week 4, a SUDS check-in during EMDR, a thought record built collaboratively. You see the response form on your screen as the client fills theirs. A small number of templates are flagged so the server only accepts one delivery mode. Clinician-administered measures (HAM-D, MADRS) and the practitioner-private notes (SOAP, DAP, treatment plan) cannot be sent async — there’s no client filling them, so async makes no sense.

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Favourites and recents

The first row of the in-session picker shows the templates you’ve used most recently. The intent is to keep the next session’s “first PHQ-9 of the morning” one tap away rather than three. If you almost always reach for the same handful — PHQ-9, GAD-7, your thought record of choice, your safety plan — those settle to the top of the list on their own.

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