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Rivet is the session layer. Your EHR — Jane, Owl, or whatever system you already run — is the system of legal record for your practice. They aren’t competing. They’re doing different jobs, and they coexist.

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What Rivet now holds

Rivet holds a clinical record tied to each session: the progress notes you write in Rivet, the item-by-item responses and scores from assessments you administer during the video session, and a risk level derived from those assessments. These live on Rivet’s Canadian infrastructure alongside your voicemails, messages, and call history.

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How the two systems coexist

Your EHR is the system of legal record. Rivet doesn’t replace it and isn’t trying to. The clinical record Rivet holds is the session record — what happened in this session, measured and noted while it was happening. It’s the data you need to get a clean entry into Jane or Owl. The handoff from Rivet into your EHR works in three forms:
  • Copy for Jane — plain text of a single note, ready to paste.
  • Per-note PDF — one note, formatted for printing or attachment.
  • Structured client export — a document built from source data that assembles every note and every completed assessment’s full question-and-answer record into one printable file, with an optional date filter. This is the file you’d attach to a referral, hand to a covering colleague, or produce in response to a records request.
The export includes every note regardless of whether it’s been signed in Rivet, labeled clearly (“Signed in Rivet” or “Draft — not signed in Rivet”). For practitioners who finalize and legally sign in Jane or Owl, the export is the bridge — not a gate.

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Progress notes: signed and immutable

A progress note you write in Rivet can be signed and locked. Once signed, the note body doesn’t change. Corrections go through append-only addenda — a dated entry is appended to the note, never editing the original. That’s the defensible shape for a correction trail. Signing a note in Rivet is not the load-bearing legal signature for practitioners who finalize in their EHR. It’s an integrity commitment — it means the note body at the time of export is the note body as you wrote it. Your EHR remains where the legally-signed record lives.

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The measurement-data distinction is still real

When you push a PHQ-9 or a GAD-7 in a session, the client fills it out and Rivet stores the full response — item by item — alongside the computed score and severity band. That full response is what goes into the structured export. What the export contains:
  • Every completed assessment: the question text, the client’s answer, the score, and the severity band.
  • Every progress note: the note body, addenda (if any), and sign status.
What stays in your EHR and doesn’t move to Rivet:
  • Your clinical interpretation of why the measure came back at that score for this specific client.
  • Diagnoses, treatment plans, and therapeutic formulations.
  • The longitudinal record your EHR owns.
The score is the data point. The narrative, the formulation, and the plan are the chart. Rivet captures what happened in the session; your EHR holds the interpretation and the long-term record.

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Worksheet annotations are still session-only

The scratch annotations you jot on a worksheet during a session — the “note” textareas next to individual assessment items — are practitioner-private. They live in your browser’s memory only, never sync to a server, and never reach your client. They appear in the copy-to-clipboard and PDF export when you choose to include them — that’s the only path. If you close the session without exporting, the annotations are gone. That’s intentional: they’re session scratchpad, not chart data. Progress notes, by contrast, are saved and retained.

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Retention

Clinical records in Rivet — progress notes, assessment responses, risk assessments, and client record fields — are retained for the duration of your account and for no less than 10 years from the date of your last clinical interaction with a client. For a client who was a minor at the time of service, the floor is 10 years after they reach the age of majority. This floor reflects the College-level professional-record-retention obligation that applies to your practice — the same retention logic your EHR applies to the chart. You are the custodian and you direct retention and deletion. You can export at any time. If you close your account, your clinical records are made available for export and deleted on your instruction or at the end of a 90-day wind-down. Voicemail audio, transcripts, SMS history, and session metadata retain their existing shorter windows: audio at 30 days, caller information and conversations at 90 days.

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What this means for your College

The defensible answer to “where does your clinical record live?” is:
The session record — notes, measures, and risk level — lives in Rivet on Canadian infrastructure. My practice’s system of legal record remains Jane (or Owl). I use Rivet’s export to transfer the session record into Jane after each session. Neither system holds the record alone; they coexist.
Both systems are doing their job. The session record is available to export and produce at any time.

Client data handling

Retention defaults for every category Rivet stores.

PHIPA and Rivet

The legal characterization that supports the coexistence model.

Works alongside your EHR

How Rivet fits next to Jane, Owl, Practice Better, and paper.