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The Rivet template library has three kinds of structured forms, and the difference between them shapes how each one is used in the room.

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The three kinds of templates

Standardized measures. PHQ-9, GAD-7, K10, DASS-21, PCL-5, AUDIT, and the rest of the screening scales. Verbatim canonical wording from the published source. Numerical scoring with severity bands. The client fills these — either during the call or as an async link before the call. Therapeutic worksheets. Thought records, behavioural experiments, exposure logs, EMDR safe-place setup, target identification, SUDS check-ins. Used collaboratively during a session — the client writes, you watch, you prompt. No “score” — these are clinical artifacts, not measurements. Practitioner-private notes. SOAP, DAP, treatment plan. You fill these on your side; the client never sees them and nothing about them is sent to their device. The template renders on your screen only.

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What you see in the picker

Templates are grouped by category in the picker, regardless of where you open it from:
  • Screening scales — PHQ-9, GAD-7, QIDS-SR-16, CES-D-R, SPIN, K10, DASS-21, PCL-5, AUDIT-C, and the other validated measures
  • Substance use — AUDIT, AUDIT-C, DAST-10, CRAFFT, CAGE-AID
  • CBT — Thought records, distortion checks, behavioural experiments, exposure logs, problem-solving worksheets
  • EMDR — Phase tools: safe place, container, body scan, future template, resource development
  • Crisis — Stanley-Brown safety plan, RFL-12, ASQ
  • Outcome tracking — Session check-ins, ORS/SRS-style measures
  • Children + adolescents — Age-appropriate versions of common measures
  • Clinician-administered — Forms you fill about the client (HAM-D, MADRS), not self-report
  • Your notes (private) — SOAP, DAP, treatment plan — never shared

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How scoring works

When a template carries a scoring config (most screening measures do), Rivet computes the score live as the client answers. You see:
  • The running total for each subscale
  • The severity band label as soon as the score crosses a threshold
  • A risk flag if a critical item triggers a cutoff (PHQ-9 Item 9, CES-D-R Items 14 and 15, suicidality items on QIDS and elsewhere)
The scoring is deterministic and transparent — sum the item scores per subscale, look up the band by total. No machine learning, no probability estimates. Every band cutoff in this knowledge base is the one Rivet uses internally.
Severity bands come from the published source for each measure. You can cross-check any of them against the citation in the per-measure article.

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What stays where

During the session, the in-flight template state is held briefly so a dropped connection can resume the same form on reconnect. When the session ends, completed assessments and your progress notes remain on the client’s record. What saves to the client’s record:
  • Completed assessment answers. When your client submits, the item-by-item responses, the computed score, and the severity band are saved. They feed the score-over-time charts on the client’s outcomes view and are available when you review the record between sessions.
  • Progress notes. SOAP and DAP notes save automatically as unsigned drafts while you write. When you sign, the body is locked. Corrections after signing go in as dated addenda — the note itself is not edited.
  • Your export. Tap “Copy for session notes” or “Download as PDF” to get the note or assessment into your EHR. That step is how it reaches Jane, Owl, or your paper chart.
What does not save to the client’s record:
  • Per-field ✎ annotations. The private scratch layer you add beside individual fields stays local to your session. It is not stored on the record. It travels only in your clipboard copy and PDF when you export.
  • Anything the client said aloud. Rivet doesn’t record sessions.
Practitioner-private notes (SOAP, DAP, treatment plan) render only on your screen — nothing is sent to the client’s device.

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Rivet and outcome tracking

Live scoring during a session is the data-capture step. The client’s record — the outcomes view — is where you see the trend. Each completed assessment feeds the score charts on the client’s record, so when you administer the PHQ-9 at Week 4, the earlier scores are already there. The in-session template library handles real-time administration: the form, the live score, the conversation. The client record holds the longitudinal picture. See Measurement-based care for what Rivet does on the outcomes-tracking side.

Filling a template in-session

The live collaborative fill — how the practitioner and client both see the form.

Finding the right template

The picker, category groups, and how to send async vs fill in-session.

Screening overview

When to screen, severity bands, and picking between overlapping measures.