Onboard a new client
This journey walks through the full onboarding of a new client: from creating the client to the point where they can access the client portal. Each step links to the view reference page for the details — here you mainly learn which steps to take, in what order, and why.
The order is:
Onboarding touches several screens. For the whole journey you'll need the permissions
clients.create,clients.update,care_trajectories.createand — if you want to share anything with the client —forms.assignanddocuments.expose.
Step 1 — Create the client
Start in the Clients overview. Click New client and fill in at least the required personal details. Also enter the email address if the client will use the portal later — that is the address the sign-in link is sent to (see step 4).
After saving you land directly on the new client's detail page.
→ Details and all fields: Creating a client. Edit personal details later on the Client detail page.
Step 2 — Start a care trajectory
A client without a care trajectory cannot yet be treated or billed. From the client record, open Care trajectories and create a new one. The setting, start date and lead practitioner are required; diagnosis, profile and referral can be recorded now or later.
Right after creation, the care-demand classification (zorgvraagtypering) dialog opens — a separate step that determines the care intensity.
→ Details: Creating a care trajectory and Recalibrate care-demand classification.
Step 3 — Record policy and financing
Record how the care is funded so you can bill later. In the client record, open the Financing tab (Client financing) and choose one or more funding sources under Funded by:
- ZPM / insurance — add the client's policy and optionally verify it via VECOZO COV.
- Own contribution — enter the IBAN and account holder.
→ Details: Choosing a funding source, Adding a policy and Verifying policies via VECOZO COV. A summary is shown on the Client detail page.
Step 4 — Client portal access
The client needs no separate account or password. Access to the client portal (mijn.scrivio.nl) works through a personal email link: the client requests a link on the sign-in page and lands in the portal after clicking it. So make sure the email address from step 1 is filled in.
Invite the client. Scrivio never sends an email on its own — not on creation and not on an import. Click Invite to client portal at the top of the client detail: the client receives one email from your practice with a button to mijn.scrivio.nl and an explanation of how signing in works. The button then shows Invited on {date}, and Invite again sends the email once more. Without an email address in the record the button is disabled.
Let the client know something is waiting. When you share a form or make a document visible, you can tick Let the client know by email. The client then receives an email saying something is waiting in the portal; it names your practice but not the title of the form or document. The box is unticked by default. Without a known email address it is disabled and no email is sent.
Give the client something to see in the portal:
- assign a form and then share it — an assigned form only becomes visible once you share it (Assign a form);
- make a document visible (Turning client visibility on or off);
- share an invoice — finalise the invoice, then make the stored invoice document visible. Finalising alone does not deliver it; see Getting an invoice to the client.
Forms and documents then appear on the client's overview; invoices are on the Invoices tab.
→ Details on what the client sees and how signing in works: Client portal — Overview and Client portal — Invoices.