Step 1 — Sign in
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.
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.You can switch your MFA method at any time under Settings → User Profile → Two-Factor Authentication.
- Authenticator app (TOTP)
- Email code
Open Google Authenticator, Authy, or any TOTP app and enter the 6-digit code shown for BridgePoint. The code rotates every 30 seconds.
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. All stat cards, 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.Stat cards
Five cards run across the top of the page:| Card | What it shows |
|---|---|
| Total Clients | Total number of client records in the system for your office |
| Current Queue | Clients currently in the walk-in queue with a “Waiting” status |
| ACA Pipeline | Count of active ACA (Obamacare) enrollment cases in the pipeline |
| Auth Expiring Soon | Clients whose release authorization expires within the next 30 days |
| My Open Tasks | Your personal count of open and in-progress tasks |
Today’s Schedule
Below the stat cards, the Today’s Schedule widget shows all appointments booked for the current day at your office, sorted by time. Each row shows the appointment time, client name and BP ID, reason for visit, assigned case manager, and status. Status dots indicate:- Gray — Scheduled
- Blue — Checked In
- Green — Completed
- Red — No Show
Case managers only see appointments assigned to them. Managers, Admins, and Owners see all appointments for the office.
My Open Tasks
The My Open Tasks widget shows your top 5 open and in-progress tasks, with the client name, due date, and priority badge (Urgent, High, Normal, or Low). Click any task row to open it directly, or click View all → to go to the Tasks page.Recent Clients
The Recent Clients table shows the last 10 clients added to the system. Each row displays the BP ID, full name, the date they were added, and colored program dots for their active enrollments (Medicaid, SNAP, TCA, ACA).Global search
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
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.
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.