> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bridgepointhq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Clients Overview: Managing Your Client List

> The Clients section is your central hub for finding, filtering, and managing every person your agency serves. Search by name, BP-ID, program, or status.

The Clients section gives you a full view of everyone your agency serves. From here you can search for a specific person, filter by program or enrollment status, and open any client record with a single click. Every client in BridgePoint carries a unique BridgePoint ID (BP-ID) that stays with them for the life of their record.

## Navigating to Clients

Select **Clients** in the left sidebar. The page loads with your most recently added clients at the top, up to 200 records at a time.

## The Client List

Each row in the client list shows the following columns:

| Column                 | What it shows                                                                                  |
| ---------------------- | ---------------------------------------------------------------------------------------------- |
| **Client ID**          | The unique BP-ID (e.g., `BP-00123`), formatted in monospace and linked to the client's profile |
| **Full Name**          | The client's first and last name                                                               |
| **Case Manager**       | The staff member currently assigned to this client                                             |
| **Phone**              | The client's mobile phone number                                                               |
| **Language**           | The client's preferred language                                                                |
| **Application Status** | Color-coded badges showing each active program enrollment and its current status               |
| **Created**            | The date the client record was added                                                           |

Click anywhere on a row to open that client's profile page.

<Note>
  The list defaults to showing the 200 most recently added clients. Use the search and filter tools to narrow results when your client base grows beyond that.
</Note>

## Searching and Filtering

The filter bar sits above the client table with the search box and each filter laid out side by side.

### Search by name, phone, or BP-ID

Type in the search box (labeled **Name, phone, BP ID…**) to run a live search across full names, mobile phone numbers, and BP-IDs. Results update automatically as you type.

### Filter by program

Open the **Program** dropdown and check one or more programs — **Medicaid**, **SNAP**, **TCA**, or **ACA** — to show only clients enrolled in those programs.

### Filter by status

Open the **Status** dropdown and select one or more enrollment statuses: **Approved**, **Pending**, **Denied**, **Not Eligible**, or **Medically Needy**.

### Filter by language

When your client list includes multiple language preferences, a **Language** dropdown appears. Select one or more languages to filter to clients who share that preference.

### Filter by date added

Use the **Created** dropdown to scope the list to clients added **Today**, **This Week**, **This Month**, or in the **Last 30 Days**.

<Note>
  Your program, status, language, and date filters are remembered the next time you open the Clients page. The search box is intentionally **not** saved, so a client name never lingers on a shared workstation.
</Note>

## Quick Navigation

<CardGroup cols={2}>
  <Card title="Adding Clients" icon="user-plus" href="/clients/adding-clients">
    Step-by-step guide to creating a new client record from scratch or from a walk-in queue entry.
  </Card>

  <Card title="Client Profile" icon="id-card" href="/clients/client-profile">
    Learn how to read and update a client's profile, cases, household, and more.
  </Card>

  <Card title="Documents" icon="file" href="/clients/documents">
    Upload, view, and manage files attached to a client record.
  </Card>
</CardGroup>
