Master Data: Clients

Under Clients, you manage the people you interpret for – patients, parents, defendants, employees of a company.

This area has one crucial function: it's the bridge between your calendar and the Kostenträger.

Who is a "client"?

The person (or organization) you interpret for. This is usually not the entity that pays – that's what the Kostenträger (cost bearer) is for.

The "90% Rule" (The Bridge)

In everyday use, you just want to jot down a name in your calendar, without having to stop and think each time which agency will get the invoice.

That's exactly why you link every client to a Standard-Kostenträger (default cost bearer).

Verknüpfung von Kunden, Kostenträgern und Abrechnungsmodellen

If you just write Kunde: Anna Schulz in the calendar entry, without naming a Kostenträger, DolmiDesk™ looks here and knows:

"This client is billed via AOK Hessen by default."

That fixes the price, invoice template, and mailing address – everything you've set up under Kostenträger.

The list of your clients – each with its own Standard-Kostenträger

1. Neuer Kunde creates a new entry.
2. Clicking a row opens it for editing.

The Fields in Detail

A client with its master data and the Standard-Kostenträger

Field	Explanation
1 Bezeichnung	The short name for quick identification – and the name you write in your calendar. Short and unambiguous, e.g. Frau Schulz or DB instead of Deutsche Bahn AG.
2 Name	The full name. It's available as a placeholder in your invoice templates.
Versicherungsnummer	Optional. For billing with health insurance funds.
Geburtsdatum	Optional. Required by some agencies for identification.
Aktenzeichen	Optional. The reference number under which the case is filed with the Kostenträger.
3 Standard-Kostenträger	Who normally pays this client's invoices. Automatically suggested when you create a job.

warning

Keep the Bezeichnung unique. If several people share the same name, distinguish them – Max Mustermann (Privat) and Max Mustermann (Firma XYZ). The calendar import searches for this exact Bezeichnung (and will still find it even with small typos).

The extra data ends up on the invoice

Name, Geburtsdatum, Versicherungsnummer, and Aktenzeichen are available in your invoice templates as placeholders in the "Kunde" (client) group. That way, the health insurance fund gets its Versicherungsnummer and the court gets its Aktenzeichen, without you having to retype anything.

The default is just a suggestion

If someone else pays on an exceptional basis, you override this per job – either in the job itself or directly in the calendar entry with a line Kostenträger: …. More on this under The Import Process.

Guide: Creating a New Client

You have a new client, "Max Mustermann," whose invoices go to AOK Hessen.

Create the client

Click Neuer Kunde.

Enter the name

Bezeichnung	Name
Max Mustermann	Herr Max Mustermann

That way, you write Max Mustermann in the calendar, while Herr Max Mustermann appears on the invoice.

Add the extra details

Versicherungsnummer	Geburtsdatum
M-12345678	01.01.1990

Both are optional – but if the health insurance fund wants to see the Versicherungsnummer on the invoice, this is exactly the right place for it.

Link the Kostenträger

Under Standard-Kostenträger, select the entry AOK Hessen. If it's not there yet, create it via Jetzt anlegen directly from this form.

Save

Done.

The result: Enter Kunde: Max Mustermann in your calendar, and DolmiDesk™ immediately knows who gets the invoice, which address it goes to, which model is used to calculate it, and what it looks like.

Editing and Deleting

• A client already linked to a job cannot be deleted – but can be edited at any time.
• Invoices already issued keep their own copy of the data. So a corrected name doesn't retroactively appear on old invoices.

Next Step

Your master data is set up. Now it's time for the daily work: Jobs.