> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getrivet.ca/llms.txt
> Use this file to discover all available pages before exploring further.

# Finding the right template

> The picker, the category groups, search, and the choice between sending a template async vs filling it in the session.

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.

## 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.

## 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

## 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.

## 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.

## Related articles

<CardGroup cols={2}>
  <Card title="Filling a template in-session" icon="users" href="/clinical-templates/in-session-administration">
    The collaborative live fill — what you and the client each see.
  </Card>

  <Card title="What's in the library" icon="layer-group" href="/clinical-templates/overview">
    The three kinds of templates and the storage stance behind them.
  </Card>

  <Card title="Screening overview" icon="clipboard-check" href="/clinical-templates/screening/overview">
    Picking between overlapping depression and anxiety measures.
  </Card>
</CardGroup>
