> ## 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.

# BridgePoint CRM: Social Services Case Management

> BridgePoint CRM helps social services agencies manage clients, program enrollments, appointments, and the ACA insurance pipeline in one place.

BridgePoint CRM is a purpose-built platform for social services agencies. It brings together client intake, case management, program enrollments (Medicaid, SNAP, TCA, ACA), a live walk-in queue, appointment scheduling, and reporting — so your team can focus on serving clients rather than juggling spreadsheets.

<CardGroup cols={2}>
  <Card title="Quick Start" icon="rocket" href="/quickstart">
    Log in, set up your office, and add your first client in minutes.
  </Card>

  <Card title="Roles & Permissions" icon="shield-halved" href="/roles-permissions">
    Understand what each role can do before inviting your team.
  </Card>

  <Card title="Client Management" icon="users" href="/clients/overview">
    Add clients, track program enrollments, and manage household records.
  </Card>

  <Card title="Queue & Check-In" icon="list-check" href="/queue/overview">
    Run a live walk-in queue and schedule appointments for your office.
  </Card>

  <Card title="ACA Pipeline" icon="filter" href="/pipeline/overview">
    Track ACA-eligible leads from first contact through enrollment.
  </Card>

  <Card title="Reports" icon="chart-bar" href="/reports/overview">
    Build custom reports and export client, pipeline, and queue data.
  </Card>
</CardGroup>

## How BridgePoint CRM works

<Steps>
  <Step title="Log in and select your office">
    Sign in with your credentials. If your organization has multiple offices, select the one you are working from. Admins can view data across all offices from a single dashboard.
  </Step>

  <Step title="Add or find a client">
    Search for an existing client by name or Client ID, or create a new intake record. Each client has a unique BridgePoint ID (BP-ID) and a profile that tracks all their cases and program enrollments.
  </Step>

  <Step title="Open a case and enroll in programs">
    Attach one or more program cases (Medicaid, SNAP, TCA, ACA) to the client record. Track application status, renewal dates, and enrollment details for each program independently.
  </Step>

  <Step title="Manage the queue and appointments">
    Check clients into the live walk-in queue or schedule them for a future appointment. Case managers can call the next client, assign entries, and mark visits complete — all in real time.
  </Step>
</Steps>

<Note>
  BridgePoint CRM is a role-based platform. What you see and can do depends on your assigned role. Contact your office manager or admin if you need additional access.
</Note>