> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getrivet.ca/llms.txt
> Use this file to discover all available pages before exploring further.

# Administering measures in session

> The collaborative fill flow — your client fills on their device while you watch the score build.

The simplest way to use a validated measure inside Rivet is to push it to
your client during the video session. They fill on their own device; you
see the score and severity band update item by item; you talk about what
comes up.

## The flow

<Steps>
  <Step title="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.
  </Step>

  <Step title="Pick a measure">
    Type to filter ("phq", "gad", "pcl") or scroll. Each row shows the
    measure title and a short description.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

<Note>
  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.
</Note>

## 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.

<Tip>
  Completed assessments save to the client's record automatically. Use
  Copy for session notes or Download to bring the result into your EHR —
  that step is what gets it into Jane, Owl, or your paper chart.
</Tip>

## 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

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    The full scope + what flows into your notes.
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  <Card title="Risk flagging" icon="triangle-exclamation" href="/measurement-based-care/risk-flagging">
    How PHQ-9 Item 9 and C-SSRS items surface during the session.
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