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Rivet doesn’t replace your EHR. Jane, Owl, OWL Practice, your paper chart — wherever you keep client records today — stays your system of record. Rivet is the session layer: it holds the video call, the structured templates you use during the session, the progress note you write, and the client’s record in Rivet. The handoff to your EHR is by copy-paste or PDF attach. The two systems work side by side. The rest of this page is how.

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How Rivet and your EHR fit together

Your EHR holds your full chart history — demographics, appointment calendar, billing, insurance records, and the documentation continuity that spans years of care. Rivet holds the session record: progress notes (unsigned drafts and signed notes), completed assessments with scores, and the client’s activity timeline. Rivet’s job is to get a clean session note and the structured clinical data from that session into your EHR. The export — a clipboard paste or a PDF — is the handoff. Your EHR receives it and the chart continues uninterrupted. This is a deliberate framing: Rivet is where you work during the session; your EHR is where the long-term record lives. The export keeps the two current.

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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 Jane 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 overlay when you’re done. The note stays on the client’s record in Rivet — your EHR and Rivet each hold a copy. 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 Jane → 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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Per-client history in Rivet

Each client has a record in Rivet: a timeline of sessions, voicemails, and messages; the completed assessments with scores and score-over-time charts; and the progress notes from each session — unsigned drafts and signed notes, labeled by status. Before a session, you can open the client’s record to review the PHQ-9 trend, read the prior note, or check what came up last time. During the session, you work fresh templates and a new note. After the session, you export into the EHR to keep the chart there current too. The pattern that works: Rivet holds the session record; the EHR holds the full chart. The export is the handoff that keeps them aligned.

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The line, restated

Rivet is the session record — notes, assessments, and the client timeline. Your EHR is the system of record — the full chart, billing, and long-term continuity. The export is the handoff that keeps both current. 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.