> ## 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. # Filling a template in-session > The collaborative flow — your client fills on their device, you see the score rise on yours, and the form exports to your chart at the end. A live template fill in Rivet is a two-screen experience. You open the form from your top-right corner, the client sees it appear on their device, and as they answer, you watch the responses populate and the score rise on your side. When it's done, you copy or download it into your chart. ## 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](/clinical-templates/finding-a-template). For the standard intake stack (PHQ-9 + GAD-7 + a substance-use screen), many practitioners send the templates as an async link in the intake email so they're already filled when the session starts. The in-session flow is for measures you're administering live, or for worksheets you're building together. ## The flow Tap **Clinical templates ▾**. The picker slides up with categories and search. Tap the template — for example, **PHQ-9**. A small toast appears on both screens: "PHQ-9 opened." 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. 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. 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. They tap **Submit** on their device. You get a confirmation on yours. The score and band freeze on the value at submit. 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 They do **not** see: * The numerical scores on each option * The running total * The severity band * Your private annotations * The category label Their job is to answer honestly. Your job is to interpret. The renderer keeps those two roles separate. ## 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](/clinical-templates/overview) 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](/documentation/exporting-notes). ## Related articles The picker, categories, and the choice between sending async vs filling in the session. Measures, worksheets, private notes, and the storage stance behind them. The most-administered template — start here for the measure mechanics.