Before you start
You and the client are in an active video session. You’ll find the template you want in the picker — see Finding the right template.The flow
1
Open the picker from the top-right corner
Tap Clinical templates ▾. The picker slides up with categories and search.
2
Pick a template
Tap the template — for example, PHQ-9. A small toast appears on
both screens: “PHQ-9 opened.”
3
The client sees the form, you see the read-only preview
On the client’s device, the questions render full-width with large tap
targets. On your screen, you see the same form in a read-only preview
on the right side of the workspace. As the client taps an answer, it
populates on your side within a fraction of a second.
4
Watch the score update live
Below the preview, the scoring pill updates in real time. For PHQ-9
you’ll see the running total, the severity band as soon as it crosses
a threshold (Minimal → Mild → Moderate at the right cuts), and a risk
flag if Item 9 is answered above zero.
5
Add your annotations
Each item on your side has a small “Notes” field that only you see.
Use it for clinical observations — “client paused on Item 6,” “answered
quickly without reading.” These annotations export with the response
but are never sent to the client’s device.
6
When the client finishes
They tap Submit on their device. You get a confirmation on yours.
The score and band freeze on the value at submit.
7
Copy or download
Tap Copy for session notes to put a formatted text version on your
clipboard — ready to paste into Jane, Owl, your paper chart, or your
EHR of choice. Tap Download to save it as a PDF.
What the client experiences
The client sees:- The template title and stem prompt at the top
- One question per screen on a phone, or all questions visible on a tablet or laptop
- Large, accessible tap targets for choice questions
- A progress indicator at the bottom
- The numerical scores on each option
- The running total
- The severity band
- Your private annotations
- The category label
When the connection drops
The in-flight template state is held in a short-lived server cache. If the client’s connection drops mid-fill or your browser refreshes, the form resumes on the same item with the answers already entered. Anything they typed before the drop is preserved. The in-flight reconnect cache holds only what’s needed to resume — it isn’t linked to the client’s record until the client taps Submit.When you both finish — and what’s saved
When the client taps Submit, Rivet saves the completed responses — every item answer, the computed score, and the severity band — to their client record. The score appears on the client’s outcomes view and feeds the score-over-time chart. The Copy and Download buttons are how you get the completed assessment into your EHR (Jane, Owl, paper). The record in Rivet and the record in your EHR can sit side by side. See What’s in the template library for the full picture of what saves where.Practitioner-private notes
SOAP, DAP, and the treatment-plan template are the exception to “the client fills, you watch.” Those render only on your screen. You fill them while the client is talking; the note never appears on the client’s device. As you type, the note saves automatically as an unsigned draft on the client’s record. The video call can end while you’re still writing — the draft stays. When you’re ready to lock it, sign the note; after signing, corrections go in as dated addenda, not edits. To send the note to your EHR, use Copy for session notes or Download as PDF — see Exporting notes.Related articles
Finding the right template
The picker, categories, and the choice between sending async vs
filling in the session.
What's in the library
Measures, worksheets, private notes, and the storage stance behind
them.
PHQ-9
The most-administered template — start here for the measure mechanics.