Skip to main content
Getting up and running in BridgePoint takes just a few minutes. This guide walks you through signing in, navigating the dashboard, and adding your first client record so you can see how the platform fits together.

​
Step 1 — Sign in

1

Go to the BridgePoint login page

Open BridgePoint in your browser. You’ll land on the sign-in screen. You can sign in with your email and password, or use Continue with Google if your organization uses Google Workspace.
2

Enter your credentials

Type your work email address and password, then click Sign in.
If you’ve forgotten your password, click Forgot password? beneath the password field to receive a reset link by email.
3

Complete two-factor authentication

BridgePoint requires two-factor authentication on every login. After your password is accepted, you’ll be prompted for a second factor.
Open Google Authenticator, Authy, or any TOTP app and enter the 6-digit code shown for BridgePoint. The code rotates every 30 seconds.
You can switch your MFA method at any time under Settings → User Profile → Two-Factor Authentication.
Sessions expire after 8 hours of continuous use or after 30 minutes of inactivity. You’ll be signed out automatically and prompted to sign in again.

​
Step 2 — Select your office (if applicable)

If your account has Owner or Admin access and your organization has multiple offices, an office selector appears at the top of the dashboard header. Click it and choose the office whose data you want to view. Your dashboard widgets, queues, and recent clients update to reflect the selected office. Staff with Manager, Case Manager, or Front Desk roles are scoped to their assigned office automatically — no selection required.

​
Step 3 — Explore the dashboard

The dashboard is your home base. It loads immediately after login and gives you an at-a-glance view of what’s happening today. The dashboard is a customizable board of widgets. The first time you sign in, BridgePoint builds a starting layout tailored to your role — a front-desk user opens to the live queue and today’s schedule, while a case manager sees their caseload, follow-ups, and open tasks. You can add, remove, rearrange, resize, and configure widgets, then save your own layout. Common widgets you might see out of the box include Today’s Schedule (appointments for the day in time order), My Open Tasks (your open and in-progress tasks, overdue first), and Recent Clients (the most recently added client records).

Customize your dashboard

Learn how to add, arrange, resize, and configure widgets — and reset to your role’s default at any time.
The search bar in the top header lets you find any client, case, or record across the system. Click the bar or start typing a name or BP ID to see results instantly.

​
Step 4 — Add your first client

1

Navigate to Clients

Click Clients in the left sidebar to open the client list.
2

Open the new client form

Click the + New Client button in the top-right area of the Clients page.
3

Fill in the client's profile

Enter the client’s first name, last name, date of birth, contact information, and any other required fields. BridgePoint automatically generates a unique BP ID when you save the record.
4

Add a program enrollment

After saving the client profile, open the Cases tab on the client record and click + Add Case. Select the program (Medicaid, SNAP, TCA, or ACA), set the status, and fill in any program-specific fields.
5

Save the case

Click Save. The client and their case now appear in the client list, the Recent Clients dashboard widget, and any relevant program views.
Use the global search bar at any time to pull up a client by name or BP ID — you don’t have to navigate to the Clients page first.