KPZ Frontend Feature Handover

Looking for user instructions?

Start with the User guide for step-by-step workflows or the Feature directory for current screen coverage. This handover is retained as project background and may not include newer features.

This document summarises the frontend capabilities currently present in the KPZ panel. It is organised by user role and business workflow so it can be used for management review, demos, acceptance testing, and future onboarding.

1. Product overview

The frontend provides four role-based workspaces:

1. KPZ Administrator — operational administration across registrations, members, complaints, invoices, users, umbrella organisations, collectives, accounting, pricing, and communications.
2. Member — organisation self-service, contact-person management, invoices and online payment, certificates, and umbrella affiliation.
3. Complaints Officer — a focused workspace for registering and managing member complaint files.
4. Umbrella Administrator — affiliated-member management, invitations, annual confirmation, and aggregate complaint reporting.

The application also includes public registration, sign-in, account activation, password recovery, role-based route protection, and English/Dutch localisation.

2. Shared and public features

Authentication and access

• Sign in with email and password.
• Automatic redirect to the correct workspace for the signed-in role.
• Role-protected navigation and pages.
• Sign out.
• Account activation using an activation token and new password.
• Forgot-password request and token-based password reset.

Public member registration

The public registration is a four-step guided flow:

1. Organisation details
   • Organisation and trade name.
   • Organisation email and KVK number.
   • Sector and affiliation type.
   • Healthcare types and target groups, including an “Other” option.
   • Address and country.
2. Contact persons
   • One or more contact persons.
   • Salutation, first and last name, email, phone, and role.
   • Primary contact indication.
   • Communication categories for invoices, complaints, and general communication.
3. Membership details
   • WZD status.
   • Number of working persons.
4. Review and costs
   • Review and edit previously entered information.
   • Live price quote and price-component breakdown.
   • Digital signature and acceptance of terms.
   • Submission result and review flags.

3. KPZ Administrator features

Dashboard

• Operational overview of:
  • Registration review queue.
  • Outstanding payments and outstanding amount.
  • Failed direct debits.
  • Pending umbrella requests.
• Recent registration reviews.
• Recent system/member timeline events.
• Outstanding invoice preview.
• Failed direct-debit preview.
• Links from dashboard cards to the relevant operational records.
• Authoritative counts for new registrations, applicants awaiting information, and pending member changes.
• Manual dashboard refresh.

Member management

• List and search member organisations.
• Filter by membership status, WZD status, and umbrella organisation ID.
• Sort and paginate the member list.
• Create a member with organisation, address, care-location, and contact-person data.
• View a full member record with:
  • Core organisation and membership information.
  • Address and contact persons.
  • Price breakdown.
  • Member invoices.
  • Complaints.
  • Umbrella request/current affiliation.
  • Internal notes and cancellation history.
  • Full timeline.
• Edit member organisation, operational, billing, address, employee-count, and WZD data.
• Review and approve/reject a member-submitted employee-count change.
• Add internal timeline notes.
• Cancel a membership with reason and optional effective date.
• Navigate from a member to its related umbrella organisation.
• Assign, change, or remove a member's umbrella organisation with an effective date and audit reason.
• Review and approve/reject the central queue of pending member changes.
• Search and filter member contact persons by server-side text, activity, and communication category.

Registration review

• View the registration review queue.
• Filter by review status.
• Sort and paginate registrations.
• Review organisation details, address, contacts, price, and deterministic review flags.
• Approve a registration.
• Reject a registration with a required reason recorded in the member history.
• Request more information from an applicant with a message and dedicated waiting status.

Complaint management

• Search and select a member organisation.
• View the selected member’s complaint file.
• Register a report, complaint, or dispute.
• Capture received date, provider-informed date, and notes.
• Track complaint reference, type, date, and status.
• Change status between open, in progress, completed, and withdrawn.
• Edit complaint type, status, dates, and notes.
• Paginate complaint records.

Invoice and payment administration

• List invoices.
• Filter by member, status, and date range.
• Open a dedicated outstanding-payments view.
• View invoice details, customer/address data, line items, totals, status, and dates.
• Download invoice files.
• Mark an invoice as paid with optional notes.
• Create a silent draft invoice, edit all draft lines, and explicitly send it when ready.
• Display payment state and reminder history.

User management

• List, search, filter, sort, and paginate users.
• Filter by role and active/inactive status.
• Create KPZ administrator, umbrella administrator, and complaints officer accounts.
• Edit name, email, supported role, and active status.
• Activate or deactivate an account directly from the list.
• Delete a user with confirmation.
• Display the last login date.
• Member and system roles are displayed but treated as externally managed.

Pricing

• View the annual pricing matrix by:
  • Affiliation type.
  • WZD status.
  • Employee tier.
  • Membership fee.
  • WZD supplement.
  • Registration fee.
  • Annual total.
• Display pricing year and currency.
• Create, edit, and archive employee tiers.
• Preview the member and annual financial impact of a new price rule.
• Schedule effective-dated price rules and close existing rules without overwriting pricing history.

Accounting exceptions

• View SnelStart synchronisation failures.
• Filter failures by entity type and date range.
• Inspect record, direction, attempt count, last attempt, and error details.
• Retry a failed synchronisation.
• View unmatched bank entries.
• Filter unmatched entries by date range.
• Inspect bank-entry ID, date, description, amount, received time, and error details.

Umbrella organisation administration

• List and create umbrella organisations.
• Configure new umbrella organisations with:
  • Organisation code, type, contact data, and active status.
  • Manual/automatic approval mode.
  • Per-registration/digest/off notification mode.
  • Annual-confirmation reminder timing.
  • Sponsor, complaint-count, and certificate settings.
  • Membership-number validation pattern.
  • Certificate logo path and notes.
  • Linked umbrella-administrator user ID.
• View umbrella organisation configuration and status.
• Review umbrella-linking requests.
• Approve or reject linking requests with a rejection reason.
• View affiliated members and navigate to member records.
• Add yearly umbrella pricing terms, including discount type/value, registration-fee override, and self-employed-only scope.

Collective administration

• List, search, filter, create, view, and edit collectives.
• Configure contact and billing data.
• Configure SnelStart ID, pricing model/value/year, and invoice cadence.
• Configure procedure scope, annual-confirmation reminders, complaint-count tracking, and certificate settings.
• Add individual client sheets.
• Import client sheets from CSV.
• Compare a new CSV list with active client sheets without immediately applying changes.
• Review added, changed, and removed counts.
• Accept individual incoming changes.
• Archive removed client sheets.
• View yearly complaint/dispute counts.
• Load and submit annual list confirmation.

Newsletter campaigns

• List campaigns and filter by status and type.
• Create service or commercial campaigns.
• Compose HTML and optional plain-text content.
• Segment recipients by membership status, WZD status, affiliation type, and umbrella organisation.
• Schedule a campaign.
• View campaign details, recipient count/preview, schedule, and sent time.
• Send a campaign with confirmation.
• Poll campaign state while sending.

Notification templates

• List and search notification templates.
• View template key, type, active state, subject, and update date.
• Edit subject, HTML body, plain-text body, and active state.
• Template key and type are intentionally read-only.

Reports and settings hubs

• Reports links to operational reporting views for outstanding payments, accounting failures, complaints, and collective workflows.
• Settings links to user management, price tiers, notification templates, and newsletter campaigns.
• These are navigation/summary hubs rather than separate report-builder or configuration engines.

4. Member features

Dashboard

• Organisation-specific welcome/dashboard.
• Quick access to organisation details, invoices, and certificates.

Organisation self-service

• View organisation and membership information.
• View primary contact and billing contact information.
• View address, employee count, current price tier, affiliation type, WZD registration, and membership status.
• Edit permitted organisation fields:
  • Address.
  • Country.
  • Billing email.
• Employee-count and operational changes that require staff handling are presented through the corresponding review workflow.

Contact-person management

• List organisation contact persons.
• Add a contact person.
• Edit contact-person name, email, phone, role, and primary status.
• Edit active status and general, complaints, and financial communication categories.
• Delete a contact person with confirmation.

Umbrella affiliation

• View current umbrella affiliation or pending request.
• Select an active umbrella organisation and request affiliation.
• Provide an optional membership number.
• Indicate that umbrella membership is still in progress.
• Cancel a pending affiliation request.
• Change the membership number on an existing/pending relationship.
• Accept an invitation through a token-based invitation page.

Invoices and online payment

• View organisation invoices, amounts, dates, due dates, and status.
• Pay issued or overdue invoices through the payment redirect flow.
• Resume/check payment status after returning from the provider.
• Display success, pending, failed/cancelled, and error states.
• View and update the preferred payment method and direct-debit account details.
• Start direct-debit authorisation through the first-invoice iDEAL flow when Mollie requires a first payment.

Certificates and documents

• List certificates with version, validity dates, status, and blocking reason.
• Automatically refresh certificates that are still generating.
• Download available certificate PDFs.
• Documents hub linking to certificates and invoices.
• When an invoice is overdue, certificate downloads are blocked and the member sees the payment-related reason.

5. Complaints Officer features

The complaints officer has a deliberately restricted workspace containing only complaint handling:

• Search and select a member organisation.
• View the selected member’s complaint history.
• Register a report, complaint, or dispute.
• Capture received date, provider-informed date, and notes.
• Change a complaint’s status.
• Paginate complaint records.
• Edit complaint type, status, dates, and notes.
• No access to the broader KPZ administration modules.

6. Umbrella Administrator features

Dashboard

• Workspace overview for the signed-in umbrella organisation.
• Counts for affiliated members and pending requests.
• Quick links to members, invitations, annual confirmation, and complaint summary.

Affiliated members and linking requests

• View pending member affiliation requests.
• Approve a request.
• Reject a request with a reason.
• View current affiliated members and membership numbers.
• Remove an affiliated member with a reason.
• Report a wrongful affiliation for a selected year with an explanation.

Invitations

• Send an invitation to one email address.
• Bulk-upload invitation email addresses using CSV.
• Display bulk-import results.

Annual confirmation

• Select a year and load the annual confirmation cycle.
• View confirmation state and confirmation date.
• Confirm that the current membership list has no changes.

Complaint summary

• Select a date range.
• View an aggregate complaint count for the umbrella organisation.
• The workspace exposes totals only, not individual complaint details.

Recommended demo story

Record these journeys in this order:

1. Registration lifecycle — public registration → price quote → KPZ review → approval/rejection.
2. Member self-service — organisation details → contacts → invoice/payment → certificate download.
3. Umbrella linking — member request/invitation → umbrella approval → KPZ visibility.
4. Complaint lifecycle — complaints officer selects member → creates complaint → updates status
5. KPZ operations — dashboard → member timeline/cancellation → invoice administration → accounting retry.
6. Administration and communication — user roles → collectives → newsletter → notification template.