CHI Training Guides

OneBOSS front-desk & clinic training for Cohn Health Institute. Go-live June 14, 2026. Screenshots are from the synthetic training environment (PHI-free).

⬇ Projector deck — PDF ⬇ Quick-start handout — DOCX ⬇ Trainer run-of-show — DOCX

Front Desk — 1 Hour

Overview — what’s in the set

Quick-Start Handout (participant)

Trainer Run-of-Show

Projector Deck (PDF)

Full Library

00 · Start Here

01 · Facilitator Guide

02 · System Overview & Navigation

03 · Front Desk Guide (full)

04 · Management / Owner Guide

05 · Bookkeeping & Inventory

06 · TPS → OneBOSS Crosswalk

07 · Quick-Reference Cards

08 · Hands-On Exercises

09 · FAQ & Troubleshooting

10 · Go-Live Cutover Checklist

Other

Inventory & Bookkeeping Leave-Behind