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Rivet doesn’t replace your EHR. It’s not trying to. Jane, Owl, JaneApp, PracticeBetter, OWL Practice, your paper chart — wherever you keep client records today — keeps being your system of record. Rivet is the tool you use during the session to capture structured data, hold the video call, and author the note. The handoff to your EHR is by copy-paste or PDF attach. This is a deliberate design choice. The rest of this page is the why and the workflow.

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Why Rivet is session-only

The chart history of a long-term client — months or years of session notes, treatment-plan revisions, screening trends, billing records — belongs in the system that’s already your source of truth. That system has the client’s demographics, your appointment calendar, your invoice log, your insurance-claim records, and the documentation continuity that makes long-term care work. If Rivet stored session notes server-side, you’d have:
  • Two systems of record to reconcile when they disagree
  • Two log-ins for staff who need chart access
  • Two backup plans to keep current
  • Two breach-response plans to keep current
  • Two regulator-readiness postures to maintain
Single source of truth is the cleaner posture. Rivet stays focused on the in-session experience and exports cleanly into your EHR. The practitioner-private posture for notes (see How documentation works) is the direct consequence: notes don’t live on a Rivet server because they don’t need to. They live wherever you paste them.

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The workflow, end to end

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Before the session

  1. Open the client’s chart in your EHR — Jane, Owl, paper — as you would for any other appointment. This is where the note will end up.
  2. Open the session in Rivet — your client joins via your Rivet URL (getrivet.ca/your-name).

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During the session

  1. Pull templates as the session needs them — PHQ-9 to start, a thought record midway, a target ID for EMDR, a safety plan if risk comes up. The structured data accumulates.
  2. Open your SOAP, DAP, or treatment plan when you’re ready to write — usually the last 5–10 minutes of the session, sometimes midway if you have time. The note auto-fills from the templates that completed earlier (see Auto-fill from templates).

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Ending the session

  1. Finish typing the note. Dictate the parts you can, snip-rail the phrases you write every time, type the rest. Add private annotations where you want clinical reasoning preserved that the main field shouldn’t carry. The video call can end while you’re still typing — the note stays open.
  2. Export. Copy for session notes for a clipboard paste, or Download as PDF for a file. Or run the full session-summary export to bundle every template with your note at the top. See Exporting notes.

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After the session — into the EHR

  1. Paste into your EHR’s session-note field. Most practitioners use the clipboard export here — it pastes cleanly into Jane’s note field, Owl’s session field, or any free-text chart.
  2. Attach the PDF if your EHR supports it and you want a visually-formatted archive copy alongside the text note.
  3. Close the Rivet template overlay. The in-memory draft disappears — your record is now in the EHR. Done.

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EHR-specific notes

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Jane / JaneApp

Jane’s session-note field accepts plain text and preserves line breaks. Copy for session notes → paste in. Section headings (Subjective: / Objective: / etc.) render as bold-ish heavier text in Jane’s viewer. Private annotations appear as italic indented lines below their field. If you use Jane’s chart attachments, the session-summary PDF lands clean as an attachment. Filename includes the date so it sorts correctly.

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Owl / OWL Practice

Same as Jane — paste the clipboard export into the session-note field, attach the PDF if you want a copy. Owl’s text editor preserves line breaks; the label/value format reads well.

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Paper chart

Practitioners with paper charts download the PDF, print it, and file it. The PDF is designed for letter / A4 paper — generous margins, sans-serif body, clear section breaks.

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Other EHRs

Anything that accepts text in a session-note field will accept the clipboard export. Anything that accepts PDF attachments will accept the per-template or session-summary PDF. If you have an EHR-specific question, email hello@getrivet.ca and we’ll work through it with you.

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What about per-client history in Rivet?

Today, Rivet’s view is per-session. Each session opens fresh; the templates and notes from last week don’t load when you open this week’s session. This is a limitation we’re aware of. A longitudinal per-client view — where last session’s PHQ-9 score sits next to today’s, where the treatment plan loads on a returning client, where last week’s note is visible while you’re authoring this week’s — would change the privacy posture. Durable per-client storage is a different shape than the in-session-only one Rivet runs today. For now, the EHR is where continuity lives. The pattern that works: before the session, glance at the client’s prior note in Jane / Owl to refresh on what came up last time. During the session, work the templates and the note fresh. After the session, paste the new note into the EHR alongside the prior one. The EHR holds the thread; Rivet captures each beat.

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The line, restated

Rivet is the documentation tool for the session. Your EHR is the system of record for the client. The export is the handoff. Both tools are doing what they’re best at, and the seam between them is narrow enough to stay out of your way.

Exporting notes

The three export paths — clipboard, per-template PDF, session- summary PDF.

How documentation works

The practitioner-private posture that makes the EHR-handoff pattern coherent.

Works alongside your EHR

The broader story of how Rivet sits next to Jane / Owl / paper in your practice.