CHI Training Guides training docs · chidocs.oneboss.io

Hands-On Practice Lab

Who this is for / What you'll learn: Everyone at Cohn Health Institute, working together on June 10. This is a facilitator-led practice lab: a set of scripted scenarios you'll do on TEST data, step by step, with the room going through them together. By the end you'll have actually done — not just watched — the everyday jobs in OneBOSS: book an appointment, check a patient in, take payment from a prepay wallet, ring up a split payment, sell a supplement with a discount, process a return, redeem a wellness card, and (for Jessica and Kimberly) authorize CHI Cash, review a payout, and receive a labeled shipment. Each scenario tells you the Goal, Who does it, the numbered Steps, how you'll know it worked, and a stretch twist to try if you finish early.

💡 Friendly promise: every one of these is something you already do today in TPS. We're just practicing where it lives in OneBOSS so day one feels familiar. Keep this packet with you — you'll reach for it again during go-live week.

⚠️ USE FAKE TEST PATIENTS ONLY — never real patient information (PHI) during training. Make up obviously-fake names like "Test Patient One," "Zelda Testpatient," "Demo Family A," etc. Do not practice on a real patient's record, do not run a real card, and do not type a real person's birthday, phone, or medical details into a training scenario. If a real patient name appears, stop and pick a fake one. This packet assumes you are on the TEST / training environment, not live data.

⚠️ Go-live is Sunday, June 14, 2026. Everything in this lab is practice. From go-live day, all new work happens in OneBOSS; TPS stays available read-only for old history (charts and ledgers back to 2004). You won't book, check out, or change anything in TPS anymore.

⚠️ A few exact labels in this packet are marked "Confirm exact label/steps in the app before printing." Those are spots where the live app may differ slightly from our notes — training day (June 10) is exactly when to nail them down and update this handout before the final print run.

💡 Clinical charting / SOAP notes are not in this lab. Charting comes later this summer and the doctors get their own separate training.

How to use this lab (facilitator + room)

💡 Two ways to reach Checkout: straight from a patient's card on the Schedule (double-click), or from the Checkout page in the left menu. Both open the same payment window. We'll use the Schedule path most of the time because that's the everyday flow. (Confirm exact label/steps in the app before printing — the team is finalizing which checkout path is the sanctioned daily one.)

📷 [Screenshot: OneBOSS Schedule (home) right after login, full window, on TEST data]

Scenario 0 — Set up your TEST patients (do this first)

Goal: Create a small set of clearly-fake patients everyone in the room will use for the rest of the lab, so we're not touching real records.

Who: [Front Desk] (facilitator leads; everyone creates at least one).

Steps:

  1. Open the Schedule. Click Schedule in the left menu (top item).
  2. Start a quick booking so the patient search opens: click any empty time slot in a practitioner's column to open Quick Book Appointment. (We'll throw this booking away — we just want the patient search.)
  3. Open the patient field. Click the Patient * box and start typing a fake name, e.g. Test Patient One.
  4. Create the patient. Click Create New Patient. In Quick Add Patient, fill in Name * (e.g. Test Patient One), and optionally a fake Date of Birth and Phone Number. Click Create Patient.
  5. Repeat for a few more fakes the lab will reuse, e.g. Zelda Testpatient, Demo Prepay Patient, Demo Family Primary, Demo Family Member.
  6. Click Cancel on the Quick Book window if you don't want to keep this throwaway booking.

You'll know it worked when… a toast pops up reading "Patient Created" for each one, and the fake name now appears when you search in any patient box.

⚠️ Fake names only. If you accidentally start typing a real patient, clear it and use a made-up name.

In TPS you had to fully enter a new patient before you could book → In OneBOSS you can create the patient right inside the booking window with Create New Patient.

Stretch: Create a Demo Family Primary and a Demo Family Member — we'll link them on a prepay package later (Scenario 3 stretch).

Scenario 1 — Book an appointment

Goal: Put a fake patient on the schedule with a practitioner, service, and duration.

Who: [Front Desk]

Steps:

  1. Open the Schedule and make sure you're on the Calendar View tab.
  2. Pick the day. Use < / > or click the date button to land on today (or any practice day).
  3. Click an empty slot in the column for the practitioner you want, at the time you want. This opens Quick Book Appointment.
  4. Choose the patient. In Patient *, type to search and pick one of your fakes (e.g. Test Patient One).
  5. Choose the service. In Service *, pick a service. (The list only shows services that practitioner actually performs.)
  6. Set the length. Adjust Duration if needed (options run 10–60 minutes; massage services offer 30/60/90).
  7. (Optional) Add a line in Notes.
  8. Book it. Click Book Appointment.

You'll know it worked when… a toast reads "Appointment Booked" and a new white card for your patient appears in that practitioner's column at the time you picked.

In TPS you keyed the appointment book → In OneBOSS you click an empty slot to open Quick Book.

📷 [Screenshot: Quick Book Appointment dialog with Patient, Service, Duration fields filled in on TEST data]

Stretch — Find Availability across several days: Click the Find Availability tab. Pick the Patient (required), then a Practitioner and Duration, and set From Date / To Date. In Available Slots, page through days with the < / > arrows and click a time button to book instantly.

Scenario 2 — Check a patient in

Goal: Mark a booked (white) patient as arrived so their card turns pink.

Who: [Front Desk]

Steps:

  1. Find the card you booked in Scenario 1 (white = scheduled) in the practitioner's column.
  2. Check them in. In Default view, click the green Check In button on the card. (Or simply double-click the card.) In Compact view, right-click the line and choose Check In.
  3. Running late? On a scheduled card, open Mark Late, enter the minutes in Late (minutes), and click Confirm Late.

You'll know it worked when… the card turns pink and shows a "Checked In" status. (If you marked them late instead, the card turns red and reads "running late.")

💡 A patient stays pink until payment is actually taken. Green means done and paid — there's no separate "paid" color.

In TPS you noted arrivals on paper with a highlighter → In OneBOSS you click Check In and the card turns pink on its own.

Stretch — fix a mistake: Checked someone in by accident? Open Revert Status (the undo icon) and choose Scheduled to put the card back to white.

Scenario 3 — Checkout: pay entirely from the prepay wallet

Goal: Complete a visit and cover the whole charge from a patient's prepaid package balance, paying $0 today.

Who: [Front Desk]

💡 Setup note for the facilitator: the patient needs a prepay package with a balance. If your TEST patient doesn't have one, sell them one first: Pre-Pay Management → New Purchase → pick a package, set the Purchaser (Patient) *, click Complete Purchase. (See Scenario 3 setup steps below.)

Setup (once, if needed) — sell a prepay package to a TEST patient [Front Desk]:

  1. Left menu → Pre-Pay Management → click New Purchase.
  2. (Optional) use Filter by Category, then click a package card to Select Package *.
  3. Choose the Purchaser (Patient) * — e.g. Demo Prepay Patient (they're auto-added as an authorized user, tagged Purchaser).
  4. Click Complete Purchase. Toast: "Success — Pre-pay package purchased successfully."

Steps (the checkout):

  1. Get the patient to checkout. On the Schedule, take your TEST patient from checked-in → completed: double-click the pink card (it marks Complete and opens checkout), or click Complete then Check Out.
  2. Review the charge. In the Patient Checkout window, read the Charge Summary (the service price is calculated for you from the practitioner's rate and the visit length).
  3. Choose the prepay package. In Use Pre-Pay Credits, click the patient's package (instead of Pay with regular payment methods). Each option shows the package name, the purchaser, and the remaining dollar balance.
  4. Confirm it's covered. The summary should show Deducted from Pre-Pay Balance and Amount Due Today $0.00 ("Fully covered by pre-pay credits").
  5. Finish. Click Complete Checkout.

You'll know it worked when… a toast reads "Checkout Complete" with a Pre-Pay summary line, Amount Due Today showed $0.00, and the patient's card on the Schedule turns green.

⚠️ If the package balance can't cover the visit, that option shows "Insufficient…" and can't be selected. For a partial prepay payment you'd take the rest another way — that's the next scenario.

In TPS prepay was a plain dollar credit you drew down by hand → In OneBOSS it's a wallet attached to a package, and the visit price is pulled from it automatically at checkout.

📷 [Screenshot: Checkout window showing Use Pre-Pay Credits selected and Amount Due Today $0.00]

Stretch — family linking: On Pre-Pay Management, expand the purchaser, click Manage Users, and add a second fake patient (e.g. Demo Family Member) under Add Authorized Patients, then Save Changes. Now that family member can pay from the primary's package at checkout.

Scenario 4 — Checkout with a SPLIT tender (prepay + card + CHI Cash) and confirm the receipt breakdown

Goal: Pay one visit using more than one method — draw some from prepay and/or CHI Cash, and put the remainder on a card — then confirm the breakdown is recorded as a Split payment.

Who: [Front Desk]

⚠️ Read this first. Selecting a prepay package covers the whole ticket and forces Amount Due Today $0 (it hides the card/cash and discount options) — prepay is all-or-nothing on a single ticket. The way to practice a true split in OneBOSS is CHI Cash + a remaining card/cash/check balance — apply part of the bill as CHI Cash, then pay the rest by card. That combination is what the system stores as "Split." (If Cohn needs prepay combined as a partial payment on the same ticket, that's a workflow to confirm with Jessica on June 10 — it isn't supported in this build today.) For the lab, do the CHI Cash + card split below.

Setup: Use a TEST patient who has a CHI Cash balance. (If none, do Scenario 8 first — Jessica authorizes CHI Cash — then come back.)

Steps:

  1. Open checkout for a completed TEST visit (double-click the pink/green card on the Schedule, or use the Checkout page).
  2. Apply CHI Cash. In the CHI Cash Credit card, click Use CHI Cash, type a partial amount in Amount to Use (less than the total so there's a remainder), and click Apply. The Total Due drops by that amount.
  3. Pay the remainder by card. Under Payment Method, pick Card, then click Pay with Card ({amount}). Present the TEST card on the terminal when it shows Present card on terminal. (In training, the facilitator will say whether to use a real terminal in test mode or the "Record as Card (no terminal)" fallback — do not run a real customer card.)
  4. Finish. Click Complete Checkout.
  5. Confirm the breakdown. Open Checkout → Checkout History and find this sale. The Payment Method badge should read Split.

You'll know it worked when… the history row shows a Split badge, the Checkout Complete toast listed both a CHI Cash line and the card amount, and the totals add up to the original charge.

💡 What "split" means here: CHI Cash (store credit) reduces the Total Due, and whatever's left is taken by card/cash/check. The system records that combined ticket as Split so the receipt history shows the breakdown. CHI Cash used by itself records as CHI Cash, not Split.

💡 Staff see only the CHI Cash balance, never where it came from. The origin/audit view is restricted to Jessica/Admin.

In TPS a mixed payment meant tallying two totals by hand → In OneBOSS you apply CHI Cash, take the rest on the card, and it's stored as one "Split" record automatically.

📷 [Screenshot: Checkout History row showing the "Split" payment badge on a TEST sale]

Stretch — full prepay vs. split: Practice the contrast: on one TEST visit, select a prepay package and watch the other payment options disappear (Amount Due Today $0.00); on another, use CHI Cash + card to produce a Split. This shows why prepay can't be a partial on the same ticket today.

Scenario 5 — Sell a supplement and apply the friends-&-family discount

Goal: Ring up a supplement (ideally by scanning its serial) and apply the Friends & Family professional price.

Who: [Front Desk]

Steps:

  1. Open a sale. Either add the supplement during a patient's Checkout, or use the no-appointment path: Checkout page → Quick Sale tab → pick the patient in Select Patient.
  2. Add the product. In Add Products, scan the bottle's barcode into Scan or type serial (it auto-adds one physical unit), or use the "Or pick from list (legacy, no serial)" search to find the product and set a quantity with + / −.
  3. Set who gets commission. Each product line has a Commission dropdown — leave it on House Account unless a doctor recommended it (a Token badge means it auto-attributes to the recommending doctor).
  4. Apply the discount. In the Apply Discount card click Apply Discount, choose Friends & Family Discount ("Professional price: (retail + 1) / 2"), and confirm. The Charge Summary now shows a Discount: Friends & Family Discount line with the amount taken off.
  5. Take payment. Pick the Payment Method and complete the sale (Process Payment ({amount}) in Quick Sale, or Complete Checkout in the checkout window).

You'll know it worked when… the Charge Summary shows the friends-&-family discount line and a lower Total, and the Sale Complete / Checkout Complete toast reflects the discounted amount.

⚠️ The Apply Discount card is hidden when you're paying by Pre-Pay (prepay covers the full price). To use a discount, don't select a prepay package.

⚠️ The friends-&-family and employee discounts are sample/staff-level in our notes; clearance/below-cost discounts can require a manager override. Confirm exact label/steps in the app before printing — verify the real discount list on June 10.

In TPS you scanned or keyed the product and did the discount math on paper → In OneBOSS you scan the bottle's serial and pick Friends & Family Discount; the price drops automatically.

📷 [Screenshot: Add Products with a scanned serial chip, and the Apply Discount dialog showing Friends & Family Discount]

Stretch — serialized scan: If you have a TEST bottle with a printed label, scan it into Scan or type serial and watch a single serialized chip (with its barcode) appear in the cart. Try scanning the same one twice — you should get an "Already in cart" message.

Scenario 6 — Process a return

Goal: Return a supplement a TEST patient "bought," restock it (or discard if damaged), and see the refund.

Who: [Front Desk]

Steps:

  1. Open Returns. Left menu → Returns. You'll land on the Process New Return tab.
  2. Find the sale. Locate the TEST patient's sale in the list (use Search by patient… if needed). Check the Time Left badge isn't expired (returns are good for 30 days).
  3. Start the return. Click Process Return on that row to open Process Product Return.
  4. Pick the item. Under Select Product to Return, click the supplement. Set Quantity to Return — the Refund Amount updates automatically.
  5. (Optional) Add a note in Return Reason (Optional).
  6. Card refund? If the original sale was a card payment, leave Refund to card checked to refund the saved card.
  7. Finish. Click Process Return.

You'll know it worked when… a toast reads "Return Processed" confirming the quantity and product, inventory is put back, and (for a card sale) a refund line shows.

💡 Scan-to-return is the cleaner path for serialized supplements: on Returns, click Scan to Return, scan the bottle's barcode in Serial barcode, press Enter, then choose a Condition — Resellable (back on the shelf) or Damaged / opened (discarded, feeds spoilage tracking) — and click Process Return.

⚠️ There's no "are you sure?" on a return — clicking Process Return commits it. Practice carefully and only on TEST sales.

In TPS you looked up the old ticket and adjusted inventory and commissions by hand → In OneBOSS you find the sale (or scan the bottle), and the restock, refund, and commission clawback happen automatically.

📷 [Screenshot: Process Product Return dialog with a product selected, Quantity to Return, and Refund Amount]

Stretch — scan a damaged bottle: Use Scan to Return, choose Damaged / opened, and process it. That unit is discarded rather than re-shelved — this is what Kimberly tracks as spoilage.

Scenario 7 — Redeem a wellness card

Goal: Sell a wellness card to a TEST patient, then "tick it down" by one therapy at checkout.

Who: [Front Desk]

Steps (sell the card):

  1. Open Wellness Cards. Left menu → Wellness Cards (stay on the Wellness Cards tab).
  2. Click New Wellness Card.
  3. In Purchase Wellness Card, open the Patient dropdown and pick a TEST patient. Confirm the summary: 10 therapies, $500, $50/therapy (fixed).
  4. Click Purchase Card. Toast: "Success — Wellness card purchased for {patient}."

Steps (redeem one therapy at checkout):

  1. Book and complete a wellness/therapy visit for that same patient (a service in the therapy category), then open Checkout for it.
  2. Use the card. When the Wellness Card selector appears, the oldest active card is auto-picked. Confirm it (or choose Pay without wellness card to skip). You'll see a green confirmation: "Therapy will be deducted from wellness card."
  3. Finish. Click Complete Checkout. One therapy ticks down.

You'll know it worked when… the card's Therapies count drops by one (e.g. 10 / 10 → 9 / 10) — check it on the Wellness Cards tab or via the card's History button — and the therapy's service charge was covered.

⚠️ The wellness card covers the service only, not any supplements on the same ticket — products are still paid separately.

⚠️ The New Wellness Card button creates the card record but does not, by itself, run a payment in this screen. How the $500 is collected (separate checkout step vs. cash drawer) is a Confirm exact label/steps in the app before printing item — verify with Jessica on June 10.

⚠️ The card only auto-offers at checkout for services categorized as therapy. If a wellness service doesn't tick the card down, confirm its category in the Services catalog.

In TPS you punched a paper wellness card by hand → In OneBOSS you pick the patient's Wellness Card at checkout and it ticks down one therapy automatically.

📷 [Screenshot: Wellness Card selector at checkout showing "Therapy will be deducted from wellness card"]

Stretch — read the usage history: On the Wellness Cards tab, expand the patient and click History to see each redemption: Date, Therapy, Commission, and Practitioner who earned it.

Scenario 8 — [Jessica] Authorize CHI Cash for a patient

Goal: Add a store-credit (CHI Cash) balance to a TEST patient — the gift/trade/comp credit that behaves like cash at checkout.

Who: [Jessica/Mgmt] — only Jessica (Admin) can add or authorize CHI Cash. Front desk can spend an existing balance but cannot create it.

⚠️ Confirm exact label/steps in the app before printing. Adding/authorizing CHI Cash is not done from the Checkout screen (that screen only applies an existing balance). The exact screen and button to grant CHI Cash to a patient, and whether 2FA is prompted, must be confirmed live on June 10. Below is the goal and what we know — fill in the precise click-path during the lab.

Steps (to confirm and complete on training day):

  1. Log in as Jessica / Admin (CHI Cash authorization is Admin-only; staff accounts cannot do this).
  2. Open the CHI Cash authorization tool. (Confirm the exact menu item and screen in the app — it is not the Checkout page.)
  3. Pick the TEST patient, enter the amount of CHI Cash to grant and the reason (e.g. birthday gift, trade, service recovery) — the reason is stored in the audit trail.
  4. Authorize / save the credit.

You'll know it worked when… the TEST patient now shows an Available CHI Cash balance at Checkout (front desk can see the balance), and Jessica can see the origin/reason in the admin-only Credit Details view (Show / Hide, "By: {authorizer} on {date}").

💡 Staff see only the balance; the origin (who granted it and why) is visible only to Jessica/Admin.

💡 Now you can use this balance in Scenario 4 (split tender): the front desk applies it at checkout with Use CHI Cash.

In TPS comps/trades/gifts were tracked informally → In OneBOSS CHI Cash is a real store-credit ledger that only Jessica can add, with an audit trail of who granted it and why.

📷 [Screenshot: the CHI Cash authorization screen (to capture live on June 10)]

Stretch: After granting CHI Cash, go to a TEST patient's Checkout, click Use CHI Cash, and confirm the balance appears and can be applied — then return to Scenario 4 and run a full split.

Scenario 9 — [Jessica] Run a commission / payout review

Goal: Open a pay period and review what each practitioner earned, then practice fixing a misattributed supplement.

Who: [Jessica/Mgmt] — the Practitioner Payouts screen is Admin-only.

Steps:

  1. Open Practitioner Payouts. Left menu → Practitioner Payouts.
  2. Pick the period. Use Previous / Current / Next (or Custom Range) to land on a pay period. Confirm the Period: and Pay Date: match the cycle (the screen notes payroll runs on the 3rd for the 16th–end of last month and the 18th for the 1st–15th of this month).
  3. Read the payouts. Open the Payouts tab. Read the summary cards (Total Net Payout, Total Revenue, Return Clawbacks, Practitioners), then the Practitioner Payouts table — each practitioner's Net Payout (Gross − Clawbacks). Salaried staff show a Salaried badge instead of a payout.
  4. Drill in. Click a practitioner row (or ⋯ → View Details) to see the Services / Suppl. / Therapy / Other breakdown.
  5. Produce a statement. Open the Statement tab, pick a practitioner in Select Practitioner:, and review Payment Summary, Revenue Breakdown, and Transaction Details.
  6. Reassign a supplement (practice). In Transaction Details, find a supplement line, click ⋯ → Reassign to Another Practitioner, choose a doctor in Reassign to, type a required Reason for reassignment, and click Reassign. The line turns amber and the credit moves to the new doctor.

You'll know it worked when… you can read each practitioner's Net Payout for the period, and a reassigned supplement line shows amber with a "Reassigned / From / By / reason" note and its margin now counts toward the new doctor.

⚠️ Confirm exact label/steps in the app before printing. In our notes, Approve / Dispute / Download / Print on the commissions screen are not yet wired (they don't persist), and supplement margin is estimated at ~40% of retail (so the doctor's supplement commission is roughly 16% of the sticker, not 40%). Verify on June 10 what's live before relying on those buttons or quoting exact percentages to a doctor.

💡 Grace Periods tab shows the sliding-scale thresholds and which tiered doctors are at risk of a rate drop (with the 30-day protection rule). Read-only reference for Jessica.

In TPS commissions were tallied by hand at payroll time → In OneBOSS the Practitioner Payouts screen computes service + supplement-margin + therapy-referral commission automatically per pay period, and you can reassign a misattributed sale with an audited reason.

📷 [Screenshot: Practitioner Payouts → Payouts tab with the per-practitioner table on a TEST period]

Stretch — drill from Overview: On the Overview tab, click the Supplements row in Revenue Breakdown to open the Supplements Revenue Detail sheet, and reassign a line from there too.

Scenario 10 — [Kimberly] Receive a shipment and print a label

Goal: Receive a batch of supplement units into stock, generate their serialized barcodes, and print the labels.

Who: [Kimberly/Books] (and purchasing) — the Inventory screen is for Admin / Purchasing roles.

Steps:

  1. Open Inventory → Inventory Actions. Left menu → Inventory, then the Inventory Actions tab.
  2. In the Receive Stock card, pick the product. Choose it in the Product dropdown (a preview chip shows the image/SKU — sanity-check it's the right item). *(If the product isn't in the catalog yet, add it first: Product Catalog tab → New Product → fill SKU *, Name *, Base Price * → Create.)*
  3. Choose the location in Location (e.g. a stock room).
  4. Enter the count in Quantity Received (1–500).
  5. Confirm the date in Received Date (defaults to today).
  6. If the product expires, set the Expiration Date (or leave "Unknown — skip"). Optionally fill Cost / Unit, Lot Number, and PO Number / Notes.
  7. Receive it. Click Receive {N} Unit(s) & Generate Serials. The card flips to the Print Labels panel and shows the new serial range (e.g. Serials CHI000301 — CHI000350).
  8. Print labels. Click Print all {N} labels. Each serial line turns to ✓ printed. If any fail, click Retry remaining.
  9. Stick one label on each bottle, then click Receive more for the next batch.

You'll know it worked when… the Stock received toast lists the new serial range, the Print Labels panel shows your units as ✓ printed, and labels come out of the TX610 printer. Scan one with the handheld scanner to confirm the barcode reads.

💡 The big shift: OneBOSS tracks every physical bottle as its own record with a unique CHI###### barcode — not just "we have 42 of this SKU." Receiving 50 bottles mints 50 serials and 50 labels.

⚠️ Creating a product in the catalog does not add stock — you still have to Receive Stock to put units on hand. And the max per receive batch is 500 units.

⚠️ To verify the printer by itself (not a real receive), use /admin/label-test → Print Test Label (note: a test label uses up one serial number — that gap is expected and harmless).

In TPS inventory was bulk counts on paper with highlighter spoilage tracking → In OneBOSS you receive a shipment, the system mints a serial per bottle, and you print and stick a QR label on each one.

📷 [Screenshot: Inventory Actions → Receive Stock form filled in, and the Print Labels panel showing the serial range and "✓ printed"]

Stretch — check what's expiring: Open the Expiration & Discounts tab and review the 30-day / 3-month / 6-month buckets. Click Get Suggestion on a row to see an AI-suggested markdown. (Note: this is advisory only — there's no button here that changes the real price.)

Wrap-up checklist (everyone)

By the end of the lab you should have personally done each of these on TEST data. Tick them off:

✅ Created at least one clearly-fake TEST patient (Scenario 0). ✅ Booked an appointment (Scenario 1). ✅ Checked a patient in — card turned pink (Scenario 2). ✅ Took a checkout fully from the prepay wallet — Amount Due Today $0.00 (Scenario 3). ✅ Ran a Split payment (CHI Cash + card) and saw the Split badge in Checkout History (Scenario 4). ✅ Sold a supplement with the Friends & Family discount (Scenario 5). ✅ Processed a Return and saw the refund / restock (Scenario 6). ✅ Redeemed a Wellness Card — therapy count ticked down (Scenario 7). ✅ [Jessica] Authorized CHI Cash for a patient (Scenario 8). ✅ [Jessica] Reviewed a pay period and reassigned a supplement (Scenario 9). ✅ [Kimberly] Received a shipment and printed labels (Scenario 10).

⚠️ Before you leave the lab: anywhere you saw "Confirm exact label/steps in the app before printing," note what the live app actually showed so we can fix this packet before the final print run. Key ones: the CHI Cash authorization screen (Scenario 8), how the wellness-card $500 is collected (Scenario 7), and which commission buttons are live (Scenario 9).

💡 Practice is over — real data starts June 14. Everything you did today was on TEST patients. When you're back at your station on go-live day, the steps are exactly the same, just with real (carefully handled) patients. Keep this packet handy.

💡 Reminder: clinical charting / SOAP notes were not part of this lab. Charting comes later this summer with separate doctor training.