🚀 Cohn OneBOSS Training Package — Start Here
Welcome! This folder contains everything you need to run the on-site staff training for Cohn Health Institute's move from TPS to the new OneBOSS system.
📅 Training (all-hands): Wednesday, June 10, 2026 · 🟢 Go-Live / Cutover: Sunday, June 14, 2026 · TPS stays available read-only for old history.
These materials were built specifically for Cohn — grounded in the OneBOSS app itself and in the planning meetings with Jessica & Sherri — so the examples, terminology ("Thank You program," CHI Cash, Care credits, the pink/green check-in colors), and workflows match how this clinic runs.
⚠️ Charting/SOAP notes are intentionally NOT covered here. Clinical charting goes live later this summer and the doctors will be trained separately. This training is for Front Desk, Management (Jessica), and Bookkeeping/Inventory (Kimberly + purchasing).
📚 What's in this package
| # | Document | Who it's for | Use it for / when |
|---|---|---|---|
| — | 00-START-HERE.md (this file) | Trainer / everyone | Orientation & how to use the kit |
| 01 | Facilitator / Trainer Guide | Trainer | The full June-10 run-of-show: timed agenda, talk-track, what to demo, lab plan, pre-flight checklist |
| 02 | System Overview & Navigation | Everyone | First handout: what OneBOSS is, logging in, the screen tour |
| 03 | Front Desk / Reception Guide | Front desk | The day-to-day spine: schedule, check-in, booking, checkout & payments, returns, chat |
| 04 | Management / Owner (Jessica) Guide | Jessica / management | Dashboard, Practitioner Payouts (commissions), payroll, financial reports, CHI Cash, house account, setup |
| 05 | Bookkeeping & Inventory Guide | Kimberly / purchasing | Inventory & serialized stock, receiving & labels, returns, expiration/spoilage, reconciliation views |
| 06 | TPS → OneBOSS Crosswalk & Glossary | Everyone | "In TPS you did X → in OneBOSS you do Y," plus terminology. Great reassurance handout |
| 07 | Quick-Reference Cards (printable) | Each role | One-page cheat-sheets: Front Desk, Checkout payment types, Management, Bookkeeping/Inventory, Day-1 Survival |
| 08 | Hands-On Practice Lab | Trainer + everyone | Scripted practice scenarios on test data |
| 09 | FAQ & Troubleshooting | Everyone | Common questions, "where did my TPS thing go?", symptom → fix table, glossary |
| 10 | Go-Live & Cutover Plan (June 14) | Trainer / Jessica | Pre-go-live checklist, cutover runbook, Day-1 survival, support/escalation |
| — | slides/training-deck.md | Trainer (projector) | Marp slide deck mirroring the agenda |
🗂️ The day at a glance (single all-hands session)
Full timed agenda is in 01-Facilitator Guide. The flow:
- Welcome & why we're changing (TPS → OneBOSS; what stays vs what's new)
- OneBOSS basics — logging in, the screen tour, navigation, roles
- The patient's day — Schedule & Check-in (pink → green)
- Booking — Find / Create / Reschedule appointments
- Patient records & messaging
- Checkout & Payments (the centerpiece) — treatments, supplements, prepay wallet, CHI Cash, wellness cards, card/cash, split tender, discounts, receipts
- Returns
- Prepay & Wellness Cards management
- Inventory & Supplements (Kimberly / purchasing)
- Management Corner (Jessica) — payouts, financials, CHI Cash, dashboard
- Hands-on Lab
- Go-Live plan, support & Q&A
🖨️ Before training day — checklist
- Print the handouts (each
.mdrenders cleanly to PDF). Recommended printed sets per attendee: 02, 03 or 04 or 05 (their role), 06, 07. Trainer keeps 01, 08, 09, 10. - Quick-reference cards (07): print on cardstock; one set per workstation.
- Slide deck: open
slides/training-deck.mdin a Marp viewer/VS Code Marp extension and export to PDF/PPTX for the projector. - Live-app verification pass (important): these docs were written against the OneBOSS source code. A number of spots are marked
> ⚠️ Confirm exact label/steps in the app before printing— these are items that depend on the running clinic build (e.g., the exact discount-button names, the production login screen, receipt layout, and a few not-yet-wired buttons). Walk the real OneBOSS build once and confirm/adjust those spots before final print. See_research/qa-report.mdfor the full list by document. - Test data & logins ready: confirm staff accounts/roles, seed a few clearly-fake test patients, and verify the scanner / label printer / receipt printer.
🟢 Go-Live banner
Inventory count June 11–12 → Cutover June 12–14 → OneBOSS live June 14 → Support war-room June 15–19. Day-1 survival tips and the escalation path are in 10-Go-Live & Cutover Plan.
Source material and the internal QA report live in _research/. The training package itself is the
numbered documents above plus slides/.