Table Of Contents
1 -
2 -
Introduction to the Bridlewood system
3 -
The Dashboard
4 -
The silhouette button
5 -
The Customer Profiles Button
6 -
How to access and use the electronic scope of appointment system (ESOA)
7 -
The Addon's Button
8 -
How to access the import button
9 -
The Reports Button
10 -
Adding a Client
11 -
The Prescription (RX) Tab
12 -
The Pharmacy Tab
13 -
The MAPD PDP (Plans) Tab
14 -
How to enroll on the system
15 -
The Medicare Supplement Tab
16 -
Ancillary Products Tab
17 -
*PURL (personal URL) Concept
18 -
PURL creation instructions
19 -
Existing client MAPD PURL (client use tutorial)
Go To Bridlewood Login
Bridlewood Insurance Services Inc.
Jeffry J. Wetzel
President & CEO
(858) 753-7000
[email protected]