Finding the right template

The Rivet template library has 65+ pre-built templates. Two things help you find the one you want fast: the category groups and the search box.

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Where the picker lives

You reach the template picker from four places: In a video session. Tap Clinical templates ▾ in the top corner of the workspace. The picker opens with categories and search — select a template and the form appears on your client’s device while you watch the responses and score update on yours. From a conversation thread. Tap the + in the message composer. Pick a template and Rivet sends the client a link they open on their own device and fill on their own time. The completed response arrives as a notification in the thread. From a client’s record. Open the client’s contact, then tap Send form. Same picker and same delivery — the completed response lands in the conversation thread. From the create menu. Tap + at the top of the screen and choose Send assessment to pick a client and a template in one step.

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The category groups

The picker organizes the library into these categories:

• 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 arrives as a notification in the conversation thread. 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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