Clients

Learn how to manage client records in Scrivio.

Overview

The Clients section allows you to manage all your client information in one place.

Creating a Client

1. Navigate to Clients in the sidebar
2. Click New Client
3. Fill in the required fields:
   • Name
   • Date of birth
   • Contact information
4. Click Save

Viewing Client Details

Click on any client in the list to view their full profile, including:

• Personal information
• Care trajectory
• Appointments
• Documents

Editing Client Information

1. Open the client's profile
2. Click Edit
3. Make your changes
4. Click Save

Client Dossier

Each client has a dossier containing:

• Care trajectory information
• Appointment history
• Generated documents
• Notes and observations

Searching for Clients

Use the search bar to find clients by:

• Name
• Client number
• Other identifiers