Client detail ​
The client detail page is the central dossier overview for a single client. From this screen you manage personal details, add comments, assign forms, manage the treatment team and view signals, state history, the care question (zorgvraag) and financing. The screen is intended for practitioners.
You open this screen by clicking a client in the Clients overview (route /clients/:clientId).
This screen replaces the client detail part of the old Clients documentation.
Overview ​
| Route | /clients/:clientId |
| Audience | Practitioner |
| Required permissions | clients.read (viewing); clients.update for most edits; clients.assign for the treatment team; forms.assign for assigning forms |
The page uses a two-column layout. The left column holds the client details, the dossier quick links and the comments. The right column holds the signals, the status, the care question, the financing and the assigned forms. Each card can be collapsed using the arrow in its header.
How it works ​
The client detail page brings together data from several domains on a single screen. A few patterns determine what you see and what you can — and cannot — change directly here. Read this section before performing actions, so you understand why some buttons are missing and why certain data is managed elsewhere.
Action visibility: permissions and relationship ​
Whether you see an action depends not only on your permissions but also on your relationship to the client. For archiving/unarchiving and managing the treatment team, Scrivio checks the client's capabilities: the backend decides, based on your role and your membership of the treatment team, whether you may perform the action, and the button only appears when that is the case (ADR-009).
| Source of visibility | Example | Effect |
|---|---|---|
| Static permission | clients.update for editing details, comments and the care question | Without the permission, the corresponding Edit buttons are hidden. |
| Capability (role + relationship) | Archive, unarchive, manage treatment team | Even with the permission, the button can be absent if you have no treatment relationship with this client. |
As a result, two practitioners with the same role can see a different number of actions on the same client — this is intended behaviour, not a bug.
Status as a timeline of periods ​
The client status is not a single value but a timeline of periods. Each period has a start date and a reason; together they form the status history. When you record a new status via Change status, you close the current period and begin a new one — the old period is kept as history. Existing periods can be corrected: use the pencil next to a period to adjust its start and end date. This way you can always see which status applied on which date. See View state history.
"Edit elsewhere": data converges here but is managed elsewhere ​
Some cards display data as a summary, but you manage the source on another screen. This keeps the client detail page uncluttered and prevents the same data from being editable in two places.
| Card | Visible here | You edit it on |
|---|---|---|
| Financing | Summary of funding sources and the primary insurer | The financing screen (/clients/:clientId/billing). |
| Assigned forms | Pending and completed forms | The client fills in an assigned form; the submitted data feeds the dossier. |
| Signals | Active warnings for this client | The signal definitions determine when a signal arises; you resolve a signal in the context it points to. |
Signals by urgency and BSN lookup ​
Two smaller mechanisms on this screen:
- Signals ordered by urgency — the Signals card sorts the active signals by urgency (urgent → warning → info), so the most important one is at the top. The card shows a limited number first; use Show more to expand the rest.
- BSN lookup fills in the address — in the client details edit mode, the BSN lookup button automatically retrieves the address based on the entered BSN and fills it into the address fields, so you don't have to type them by hand.
Edit client details ​
In the Client details card, click Edit to change the personal, contact, address, administrative and care-assignment fields. In edit mode you fill in the fields and click Save (or Cancel to discard the changes). The BSN lookup button automatically retrieves address details based on the entered BSN.
| Field | Required | Description |
|---|---|---|
| Initials | No | The client's initials. |
| First name | Yes | The client's first name. |
| Middle name | No | For example "van der". |
| Last name | Yes | The client's surname. |
| Date of birth | No | Date in year-month-day. |
| Gender | No | Male, Female, Other or Unknown. |
| BSN | No | Citizen service number (9 digits); use with BSN lookup. |
| No | The client's email address. | |
| Phone | No | The client's phone number. |
| Street / Postal code / City | No | Address details. |
| Location | No | The site the client belongs to. |
Editing requires the clients.update permission.
Change profile picture ​
The client's profile picture appears at the top of the Client details card. Click the avatar to upload a new image or to replace or remove the existing one. The avatar is only editable if you have the clients.update permission. The updated picture is shown on the page immediately.
Archive client ​
Archive a client who is no longer in care via the Archive button in the top bar. The client then disappears from the default client overview, but the dossier is kept. After archiving, an Archived badge appears next to the name.
The button is only visible when you are allowed to archive the client (determined via the client's capabilities) and the client is not yet archived.
Unarchive client ​
For an archived client, an Unarchive button appears in the same place. This makes the client active again; the Archived badge disappears and the client reappears in the default overview. This button too is only visible if you have the corresponding capability.
Add comment ​
In the Comments card, type a new comment in the text field at the bottom and click Add. The comment appears at the top of the list with your name and a timestamp. Adding comments requires the clients.update permission.
| Field | Required | Description |
|---|---|---|
| Comment | Yes | Free text. An empty comment cannot be added. |
Edit comment ​
Your own comments have an Edit button. It opens the text field inline so you can change the text and save it with Save (or Cancel). You can only edit your own comments, and only with the clients.update permission.
Delete comment ​
Next to Edit, your own comments have a Delete button. After a confirmation in the dialog, the comment is permanently deleted. Deleting is also limited to your own comments and requires the clients.update permission.
Assign form ​
In the Assigned forms card, click Assign to link a form to the client. A dialog opens where you choose a form and optionally set a deadline. Only active forms available to clients appear in the list. Assigned forms are grouped under Pending and Completed.
| Field | Required | Description |
|---|---|---|
| Form | Yes | The form to assign. |
| Deadline | No | Final completion date. The client is reminded as the deadline approaches. |
Assigning forms requires the forms.assign permission.
Manage practitioners ​
In the Client details card, under Care assignment, you manage the treatment team. The assigned practitioners are shown as chips. Click the + button to search for and add a practitioner, or the cross on a chip to remove one. Managing practitioners requires the clients.assign permission; without it you see the team read-only.
View signals ​
The Signals card shows the active signals for this client — proactive warnings, sorted by urgency (urgent, warning, info). The card shows the first signals by default; click Show more to expand the rest. Click a signal to navigate to its related context. This card is informational and has no edit actions.
View state history ​
The Status card shows the current client status, since when it applies and the reason, plus a timeline of earlier status periods. With the clients.update permission you can also:
- record a new status with a start date and reason via Change status;
- adjust the start and end date of a period using the pencil next to it.
Edit care question ​
The Care question (zorgvraag) card shows the client's presenting complaint, help request, goals and offered care. Click Edit (or Fill in if the care question is still empty) to change the fields. Goals are added one by one as chips and removed with the cross. Save with Save. Editing requires the clients.update permission.
| Field | Required | Description |
|---|---|---|
| Presenting complaint | No | What the client registered with. |
| Help request | No | The client's concrete help request. |
| Goals | No | One or more treatment goals, entered as separate items. |
| Offered care | No | The care trajectory offered. |
View financing ​
The Financing card summarizes the funding sources (for example ZPM / Insurance or Own contribution) and the primary health insurer with insured number. The View full financing link takes you to the client's financing overview (/clients/:clientId/billing). This card is informational; you edit the financing on the financing screen itself.