The flow
1
Open Templates during the session
Click “Clinical templates ▾” in the top-right of the meet page. The picker opens
with a search box and a list grouped by category — Screening, CBT, EMDR,
Crisis, and so on.
2
Pick a measure
Type to filter (“phq”, “gad”, “pcl”) or scroll. Each row shows the
measure title and a short description.
3
Send to your client
On pick, the measure appears full-bleed on your client’s device. Their
video tile shrinks to a small floating tile in the corner so the form
owns their screen.
4
Watch the score build
You see a live read-only preview of what they’re filling. The “typing…”
pill shows you which field they’re on. As items get answered, the
subscale totals, severity bands, and any high-risk cutoffs update in
your view.
5
Discuss as you go
The whole point of in-session administration: the score is something
you can talk about while you and the client are still in the room.
Items that surprise you, items that conflict with your impression,
items that hit a cutoff — all become part of the session.
6
Copy or download
When you’re done, click “Copy for session notes” to copy a plain-text
block of the responses + score into your clipboard, or “Download” to
save it as a PDF — that gets the result into your EHR. The completed
responses and score are also saved to the client’s record automatically.
Why in-session beats async
You can also send a measure as a one-time link for the client to fill before the session, and there’s a place for that — but the default posture is in-session, for reasons that are clinical, not technical. Completion. Async forms that go home don’t always come back. In-session administration has a completion rate of “did you stay for the session.” Engagement. The measure isn’t just data collection; it’s a conversation starter. A client answering “nearly every day” to PHQ-9 Item 1 (anhedonia) while you’re both looking at the screen is a different therapeutic moment than reading the same answer alone the next day. Clarification. Clients ask what items mean. “Trouble concentrating” — do they mean at work or in general? “Felt I would be better off dead” — do they mean now or last week? You can clarify in real time, which is both kinder and produces better data. The intervention is the conversation. If the PHQ-9 has been climbing for three sessions, the session where you and the client look at the trend together is part of the response to the trend. That doesn’t happen if the form sits in their inbox.What you see, what the client sees
Two distinct views render from the same template: Client view. The measure renders full-bleed: clear instructions at the top, large readable items, simple answer options. No scoring is shown to the client. They see the questions; they don’t see the totals. Practitioner view. A read-only preview pane that updates live with the client’s answers, plus the score block (subscale totals, severity bands, any cutoffs that fired) at the top, plus a ”✎ note” button next to every field. Your notes are stored locally in your browser — they’re not sent to the client, and they appear in your “Copy for session notes” output as italic lines under the field they belong to.The video tile shrinks to a 200×150 floating thumbnail in the corner of
the client’s screen when a measure is open, so they can still see you
while they fill. On your side, your client’s tile stays visible too.
What happens if someone drops mid-form
Mid-session responses are held briefly so reconnects work. If your client drops the video session and rejoins, their progress is recovered. If you drop and rejoin, your read-only preview catches back up. When the client submits, the completed responses and score save to the client’s record. The export step — Copy for session notes or Download — is how the result reaches your EHR.Solo fill (when in-session doesn’t fit)
For the six clinician-administered measures (HAM-D, HAM-A, Y-BOCS, YMRS, YGTSS, C-SSRS), you fill the measure yourself during a structured clinical interview. Open the client’s record, tap Send form, and choose a clinician-administered template — it’s badged “Fill in session” in the picker. Tapping it opens a solo-fill view where you rate the client during the interview. Nothing is sent to the client’s device. For everything else, in-session administration is the default. Consistent in-session administration is the rhythm the research supports.Related articles
What MBC is in Rivet
The full scope + what flows into your notes.
Risk flagging
How PHQ-9 Item 9 and C-SSRS items surface during the session.
Clinical change thresholds
What counts as meaningful change session to session.