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You probably already have an electronic health record (EHR) — Jane, Owl, Practice Better, JaneApp, JulieDesk, or one of the dozens of others. That software charts, schedules, bills insurance, and handles a hundred practice-management details Rivet doesn’t try to compete with. Rivet handles the parts your EHR was never built for: the phone line, the voicemail inbox, the live video session, the EMDR workspace, the in-session whiteboard. The two tools coexist comfortably.

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What lives in your EHR vs. what lives in Rivet

Your EHR

  • The official client chart
  • Appointment scheduling
  • Insurance billing
  • Treatment plans
  • Long-term documentation (months and years of history)
  • HCAI (Ontario auto-insurance) submissions
  • Direct-billing

Rivet

  • The phone line for incoming/outgoing client calls
  • Voicemail transcription + inbox
  • SMS conversations with clients
  • The live video session room
  • EMDR bilateral stimulation
  • In-session whiteboard
  • Clinical templates (intake, thought records, measures)
  • Session notes (written in Rivet, exported to your EHR)

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The session-note handoff

This is the most common place the two tools interact, so it’s worth spelling out. After a video session in Rivet, you write the note in Rivet’s notes surface. The note has two parts: a shared part (the chart-ready paragraph that summarises the session) and a practitioner-private part (your own observations that nobody else needs to see). When the note is ready:
1

Copy the shared part to your clipboard

The notes surface has a “Copy to clipboard” button. One click copies the chart-ready paragraph as plain text — no formatting, no Rivet-specific markup, ready to paste anywhere.
2

Open the client's chart in your EHR

In Jane, that’s the client profile → New chart entry. In Owl, it’s the appointment’s note field. In Practice Better, it’s the SOAP / DAP note editor for the session.
3

Paste

The text drops in clean. Edit anything that needs your EHR’s template formatting around it, and save.
For practitioners who’d rather keep PDFs as part of their record, the notes surface also exports a clean PDF — same chart-ready content, attachable to the client’s file in your EHR’s document manager.

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What Rivet doesn’t pull from your EHR

Rivet doesn’t read your appointment schedule. Doesn’t pull client contact information. Doesn’t know what your fee structure is. By design. This is partly a pragmatic choice — every EHR works differently, and integration would mean building a Jane integration, an Owl integration, a Practice Better integration, and so on. But it’s also a privacy choice: the less data Rivet pulls from another system, the cleaner the boundary between what belongs to your EHR and what belongs to Rivet. What you give Rivet, you give it directly. Your clients’ phone numbers arrive when they first call or text your Rivet line. Their names show up when they introduce themselves on a call. You can build out a contact record inside Rivet as you go.

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Why not just use the video module in your EHR

A few EHRs (Jane and Owl among them) have a video module bundled in. Those are fine for short, low-complexity sessions — a follow-up where all you need is a video call. They aren’t built for the things therapy sessions specifically need:
  • A waiting room with the same URL every session, so clients save it once and use it forever
  • A whiteboard your client can draw on alongside you
  • EMDR bilateral stimulation with the right Hz range and clinical safety controls
  • Clinical templates (intake, thought records, measures) you can pull into the session in one click
  • A note-taking surface designed for therapy notes, not generic visit notes
If your EHR’s video does what you need, use it. If you find yourself opening separate tools for the whiteboard, the EMDR, or the templates, that’s the gap Rivet fills.

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The two-tool pattern in practice

Most Rivet practitioners settle into something like this:
  • Booking and rebooking happens in the EHR. Email reminders go through the EHR. Insurance forms go through the EHR.
  • The day-of session experience happens in Rivet. Client gets a text reminder from your Rivet line ten minutes before, taps your URL, joins the waiting room, runs the session, ends.
  • The note gets written in Rivet because that’s where the session was. A copy goes to the EHR chart for the official record.
  • Phone calls and texts between sessions happen in Rivet — your clients have your Rivet number, not your personal cell.
Two tools, clean boundaries, no double-entry.

Notes and your EHR

The full notes-export workflow with EHR-specific paste tips.

Exporting notes

Clipboard vs. PDF — when to use which.