# BridgePoint CRM

## Docs

- [Enrollment Cycles: Track Renewals and History](https://docs.bridgepointhq.com/cases/enrollments.md): Learn how enrollment cycles track each application period, how to add a renewal cycle, and how ACA income attestation and pre-qualification work.
- [Managing Cases in BridgePoint CRM](https://docs.bridgepointhq.com/cases/managing-cases.md): Learn how to create cases, update statuses, set renewal and reminder dates, assign staff, and record ACA plan details for a client.
- [Cases & Programs: How BridgePoint Tracks Benefits](https://docs.bridgepointhq.com/cases/overview.md): Understand what cases are in BridgePoint CRM, which programs are supported, and how case statuses track a client's progress from application to renewal.
- [Adding Clients: Creating a New Client Record](https://docs.bridgepointhq.com/clients/adding-clients.md): Learn how to create a new client in BridgePoint CRM, from filling in required personal details to completing intake acknowledgements and getting a BP-ID.
- [Client Profile: Viewing and Managing a Client](https://docs.bridgepointhq.com/clients/client-profile.md): The client profile page brings together a client's cases, household, documents, notes, tasks, income, and forms in a single tabbed view you can act on directly.
- [Documents: Uploading and Managing Client Files](https://docs.bridgepointhq.com/clients/documents.md): Upload, view, download, and archive files on a client's Documents tab. BridgePoint accepts PDFs and images up to 20 MB, organized into five document categories.
- [Clients Overview: Managing Your Client List](https://docs.bridgepointhq.com/clients/overview.md): 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.
- [Introduction to BridgePoint CRM](https://docs.bridgepointhq.com/introduction.md): BridgePoint CRM is a full-featured case management platform built for social services agencies — manage clients, programs, queues, and staff from one place.
- [Invoices: Create and Track Client Billing Records](https://docs.bridgepointhq.com/invoices/overview.md): Create invoices linked to client records, add itemized services, track payment status, and generate downloadable PDFs — all from within BridgePoint CRM.
- [Filter, Update, and Enroll ACA Pipeline Leads](https://docs.bridgepointhq.com/pipeline/managing-leads.md): Filter, search, and update ACA Pipeline leads — log contact attempts, set follow-up dates, record enrollment details, and manage lead status from one place.
- [ACA Pipeline: Track Leads from Eligibility to Enrollment](https://docs.bridgepointhq.com/pipeline/overview.md): Learn how BridgePoint CRM's ACA Pipeline tracks clients who may qualify for Affordable Care Act health insurance coverage, from eligibility to enrollment.
- [Scheduling and Managing Client Appointments](https://docs.bridgepointhq.com/queue/appointments.md): Learn how to schedule appointments, view today's schedule, understand appointment statuses, and how booked clients appear in the live queue when they arrive.
- [Check In Clients at the Front Desk](https://docs.bridgepointhq.com/queue/check-in.md): Step-by-step instructions for checking in returning clients and handling first-time walk-ins, selecting a visit reason, and adding clients to the live queue.
- [Queue Overview: Managing the Live Client Queue](https://docs.bridgepointhq.com/queue/overview.md): Learn how BridgePoint CRM's live queue works, what each section shows, and how case managers use it to serve clients throughout their shift.
- [Quick Start: Your First Day in BridgePoint CRM](https://docs.bridgepointhq.com/quickstart.md): Log in, orient yourself on the dashboard, and add your first client in minutes. This guide walks you through every step from sign-in to your first case.
- [Reports: Pre-Built & Custom Report Builder](https://docs.bridgepointhq.com/reports/overview.md): Run pre-built reports across clients, programs, pipeline, operations, and security, or build your own custom report and export results to CSV.
- [Roles and Permissions in BridgePoint CRM](https://docs.bridgepointhq.com/roles-permissions.md): BridgePoint uses five roles — Owner, Admin, Manager, Case Manager, and Front Desk — each controlling what staff can see and do across the platform.
- [Settings: Profile, MFA, and Admin Controls](https://docs.bridgepointhq.com/settings/overview.md): Manage your profile, configure two-factor authentication, and—if you hold a Manager, Admin, or Owner role—access organization-wide admin controls.
- [Staff Management, Offices & Audit Logs](https://docs.bridgepointhq.com/settings/staff-management.md): Invite staff, assign roles and offices, reset passwords, archive accounts, manage office details, and review audit logs from the Admin tab in Settings.
- [Tasks: Manage Action Items Across Your Office](https://docs.bridgepointhq.com/tasks/overview.md): Create, assign, and track action items linked to clients or standalone. Manage priorities, due dates, and statuses to keep your team on top of every follow-up.

## OpenAPI Specs

- [openapi](https://docs.bridgepointhq.com/api-reference/openapi.json)