Navigating to the Pipeline
Select Pipeline from the left sidebar. The board loads immediately with all active leads visible across the status tabs.Only users with pipeline access can view this page. If Pipeline does not appear in your sidebar, contact your administrator.
How Clients Enter the Pipeline
Clients enter the ACA Pipeline in two ways: automatically when a qualifying event is detected on their case, or manually by a staff member.Automatic triggers
The system adds a client to the pipeline when their case reaches one of the following states:Medicaid — Medically Needy
Medicaid — Medically Needy
The client has been determined medically needy through the Medicaid program, which may mean ACA coverage is a better fit for their situation.
Medicaid Application Denied
Medicaid Application Denied
The client’s Medicaid application was denied. BridgePoint flags them so your team can explore ACA marketplace options.
Ineligible for Medicaid
Ineligible for Medicaid
The client does not meet Medicaid eligibility criteria. The pipeline captures them so they are not lost between programs.
Referred to Marketplace
Referred to Marketplace
A case manager has explicitly referred the client to the Health Insurance Marketplace for an ACA plan.
Current Benefit Ending Soon
Current Benefit Ending Soon
An existing benefit is approaching its end date, prompting review of ACA coverage as a continuation option.
No Health Insurance
No Health Insurance
The client has been identified as having no health insurance and may be eligible for an ACA plan.
Applying for SNAP/TCA Only
Applying for SNAP/TCA Only
The client is applying only for food or cash assistance. They are flagged so staff can assess whether ACA coverage should also be explored.
Client Interested in ACA Coverage
Client Interested in ACA Coverage
The client has expressed direct interest in obtaining ACA health insurance coverage.
Manual addition
A staff member with the appropriate permissions can also add a client to the pipeline directly from the client’s profile or case record.The Five Pipeline Stages
Every lead in the pipeline sits in one of five statuses. Leads move forward (or back) as your team works with each client.- Eligible For ACA
- Pending Password Creation
- Ready To Enroll
- Enrolled
- Removed
The default entry status. The client has been identified as a potential ACA candidate but outreach has not yet begun. Your team should initiate contact and confirm interest before moving the lead forward.
Stats Dashboard
Administrators and owners see a summary row at the top of the Pipeline board with four key metrics. These totals are org-wide (or office-scoped) counts across the whole pipeline — they do not change as you switch tabs or page through the table.Total Eligible For ACA
The count of leads currently sitting in the Eligible For ACA stage. Use this to gauge how many candidates are still awaiting outreach.
Enrolled
The number of clients successfully enrolled in an ACA plan within the selected time window. Use the built-in period selector (see below) to switch between Day, Week, Month, and Year.
Ready To Enroll
The count of leads currently in the Ready To Enroll stage — clients whose portal accounts are set up and who are waiting for an enrollment session.
Total Enrolled Clients
The all-time count of clients enrolled in an ACA plan through the pipeline.
Choosing the Enrolled period
The Enrolled card includes a dropdown that lets you re-scope its count to a different time window. It defaults to This Month.- Day
- Week
- Month
- Year
Counts clients enrolled since midnight today. The card reads Enrolled Today.
The stats dashboard is visible only to users with the Admin or Owner role. Case managers and standard agents see the pipeline table only.