Clients overview ​
The clients overview is your starting point for working with clients. Open it via Clients in the main menu to see a list of every client in your organisation that is visible to you. From this screen you create a new client, search and filter the list, sort by column and open the client detail page. The screen is intended for practitioners (behandelaren).
This screen replaces the overview part of the old "Client management" documentation. The client detail page and the dossier are documented separately.
Overview ​
| Route | /clients |
| Audience | Practitioner |
| Required permissions | clients.read (view); clients.create to create a client |
For each client the list shows the name, the active care trajectory, the date of birth, the email address, the status and the next appointment.
How it works ​
Four things decide what you see in this overview: who is allowed to see a client, whether the client is active or archived, whether your organisation uses locations, and a handful of columns that Scrivio derives rather than stores.
Who sees which clients ​
The overview never simply shows every client in the organisation. Besides the clients.read permission (needed to open the screen), your access level decides which clients appear in the list:
- With the
clients.read.allpermission you see all clients in the organisation. This is meant for organisation-wide roles. - Without it you only see clients you have a treatment relationship with: clients assigned directly to you, plus clients for which a team member is the practitioner on an active care trajectory. Your team settings therefore help decide who you see — if you are in no team, the list is limited to your own clients.
Search, filtering and pagination always operate within this visible set; you cannot use this screen to find clients outside your access.
Active and archived ​
A client is either active or archived. Archiving takes a client out of the default view without deleting any data: the overview shows the active clients by default, and only when you filter on Archived do you see the archived ones. Archiving is reversible — you can restore an archived client to active on the detail page. Use archiving for clients you no longer work with, not to permanently erase data.
Location filter only when locations exist ​
The location filter is conditional. If your organisation has locations configured, the location dropdown appears next to the filter buttons; if it has no locations, that dropdown is omitted entirely. If you work without locations you miss nothing — the filter simply does not apply.
Derived columns ​
Not every column is stored as a field on the client. Scrivio derives three columns from other data when it loads the overview:
| Column | Where the value comes from |
|---|---|
| Active care trajectory | The name of the care trajectory that is active today. If the client has no running trajectory, the column stays empty. |
| Next appointment | The next scheduled appointment after now, including group appointments. With no future appointment the column stays empty. |
| Status | The client's current status, derived from the active status period. |
Because these values are derived, they update automatically as the underlying care trajectory, appointments or status change — you never maintain them by hand.
Create a client ​
Click New client in the top right to open the create dialog. This button is only visible with the clients.create permission. Fill in the details and click Save; you are then taken straight to the new client's detail page.
Personal details
| Field | Required | Notes |
|---|---|---|
| Initials | No | For example "J.A." |
| First name | Yes | |
| Middle name (tussenvoegsel) | No | For example "van de", "de" |
| Last name | Yes | |
| Date of birth | No | For identification and age calculation |
| Gender | No | Male, female, other or unknown |
| BSN | No | Dutch citizen service number |
Contact details
| Field | Required | Notes |
|---|---|---|
| Email address | No | For contact and possible invitations |
| Phone number | No |
Address details
| Field | Required | Notes |
|---|---|---|
| Street and house number | No | |
| Postal code | No | |
| City | No |
Care details
| Field | Required | Notes |
|---|---|---|
| Intake date | No | Date of the intake |
Search ​
Use the search bar above the list to quickly find a client. The list is filtered live as you type.
| Field | Required | Notes |
|---|---|---|
| Search term | No | Searches by name, email address and BSN. |
Filter by archived ​
Next to the search bar are two buttons: All and Archived. By default the overview shows the active clients (All). Click Archived to show the archived clients instead. The All button shows the number of active clients in brackets.
Filter by location ​
If your organisation has locations configured, a dropdown with locations appears next to the filter buttons. Pick a location to show only the clients of that location, or pick All locations to clear the location filter. If your organisation has no locations, this dropdown is not shown.
Sort ​
Click a sortable column header to sort the list; click again to reverse the order. You can sort by Name, Date of birth and Email address.
Paginate ​
If the list does not fit on a single page, a pagination bar appears at the bottom. Use Previous and Next to page through the results. The middle shows the current page, the total number of pages and the total number of clients.
Open detail ​
Click a row in the overview to open the client detail page (/clients/:clientId). There you find all of the client's details, the dossier, the care trajectories and the appointments. The client detail page is documented separately.