Dashboard

The Dashboard is your home screen in the practitioner app (app.scrivio.nl). It shows your appointments in a time window around now, lets you start an AI transcription straight away and bundles the signals that are relevant to you — about your clients, your own work, your billing and your organization. On a first sign-in without an organization, the screen helps you create one or accept an existing invitation.

Overview

Route	/dashboard
Audience	Practitioner
Required permissions	No separate permission for the screen itself; the appointment list requires appointments.read. Signal cards only show signals you are allowed to see.

The Dashboard has two appearances:

• Without an organization — you see a welcome card to create an organization or accept an existing invitation (see Create an organization).
• With an organization — you see the appointment sections and signal cards described below.

How it works

The Dashboard shows nothing static: which appointments and signals you see are derived each time from the current moment, your permissions and your place in the organization. The logic below determines what appears.

Time windows are derived from "now"

The screen has no fixed list; it splits your appointments across three windows based on the current time. Each appointment falls into at most one window:

Window	Condition
Current appointments	now is between the appointment's start and end time.
Upcoming appointments	the appointment starts later, but within 15 minutes.
Recent appointments	the appointment has ended, but less than 2 hours ago.

The screen fetches appointments in a wider band (from 2 hours ago to 8 hours ahead) and then assigns the windows locally. Because the list refreshes every 15 seconds and recomputes the windows, an appointment moves on its own from upcoming to current to recent without you having to reload the page. Appointments outside all windows (more than 15 minutes away, or ended more than 2 hours ago) do not appear on the Dashboard — use the Agenda for those.

Signal taxonomy and who sees what

Signals are categorized by the subject they concern. The Dashboard bundles them into separate cards:

Card	Concerns
Signals about my clients	A specific client (missing data, actions to follow up).
Personal signals	Your own work, not tied to a client.
Billing signals	Your billing — things blocking or needing attention before you bill.
Organization signals	The organization as a whole; relevant to all practitioners.

Which signals you see within those cards is not the same for everyone. Visibility is determined per signal: you only see client signals for clients in your care team, and signals are filtered by the permissions you have. Two practitioners can therefore see different signals on the same Dashboard.

Empty-state logic and the billing blocker

The signal cards are self-hiding: a card only appears when there are signals for you at that moment. If you have no client signals, the Dashboard does not show the Signals about my clients card — rather than an empty card. This keeps the screen calm and lets you see at a glance where attention is genuinely needed. The appointment windows behave the same way: a window with no appointments is skipped.

One element does not follow this rule: if organization, location or practitioner data that blocks billing is missing, an informational billing blocker banner appears at the top. Unlike the self-hiding signal cards, this is an explicit warning that points you to where you complete the missing data.

Two modes and the transition when creating an organization

The Dashboard has two modes, depending on whether you already belong to an organization:

• Without an organization — none of the appointment and signal logic above applies; you see only the welcome card to create an organization or accept an invitation.
• With an organization — the regular Dashboard with appointment windows and signal cards.

The transition is one-off: as soon as you create an organization (see Create an organization) you become its owner, your permissions are updated and the screen switches to the with an organization mode. Because your permissions change then, from that moment the same permission and care-team logic determines which appointments and signals you see.

View appointments

When you belong to an organization, the Dashboard shows your appointments grouped into three time windows around the current moment. The list refreshes automatically (every 15 seconds), so appointments move from one window to the next as time passes.

Section	Shows
Current appointments	Appointments that are ongoing right now.
Upcoming appointments	Appointments starting within 15 minutes.
Recent appointments	Appointments that ended in the last 2 hours.

A window is only shown when it contains appointments. If you have no appointments in this time window, a message appears stating there are no appointments; the info icon explains which appointments show up here. The appointment list requires the appointments.read permission; without it the list is skipped.

Start a transcription

You can start an AI transcription from an appointment card. Click the transcription button on the card; you are taken to the appointment detail screen, where you start the recording inline (the recorder lives in the appointment's transcript list). If an appointment already has a transcription, the card indicates this.

Open an appointment

Click an appointment card to open the appointment. If the appointment is linked to a client, the client dossier opens with the appointment selected in the master-detail view. If the appointment has no client, the standalone appointment detail screen opens.

View client signals

The My clients' signals card shows the signals belonging to the clients in your treatment team — for example missing data or actions that need attention. From a signal you navigate to the spot in the dossier where you can follow up. The card hides itself when there are no signals.

View personal signals

The Personal signals card shows signals about your own work that are not tied to a specific client. Like the other cards, it only appears when there are signals for you.

View billing signals

The Billing signals card bundles signals around your billing — things that might stand in the way of billing or need attention before you bill. If organization, location or practitioner data is missing and blocking billing, an informational banner also appears at the top.

Besides your personal billing signals, the Dashboard also shows organization signals: organization-level signals relevant to all practitioners. This card too only appears when there are signals.

Create an organization

If you don't belong to an organization yet (for example on your first sign-in), the Dashboard shows a welcome card with two options:

• An existing organization — if a colleague already invited you at your email address, accept that invitation to join.
• Create a new organization — click Set up organization to open the creation form.

Fill in your organization's details in the form:

Field	Required	Description
Name	Yes	The name of your organization.
Slug	Yes	Short, unique (URL-friendly) identifier for your organization.
Street	No	Address — street and house number.
Postal code	No	Postal code of the address.
City	No	City of the address.
Phone	No	Phone number of the organization.
Email	No	Email address of the organization.
KvK number	No	Dutch Chamber of Commerce number.
AGB code	No	AGB code of the organization.

After creation you become the owner of the organization, your permissions are updated and the regular Dashboard with appointments and signals appears from then on. If you already have an organization or the chosen slug is already in use, an error message appears.