CHI Training Guides training docs · chidocs.oneboss.io

🏠 All guides

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

Reference — In-App Help

Schedule Create Appointment Reschedule Tool Checkout Returns Patients Patient Chat Charting Pre-Pay Packages Pre-Pay Management Prepay Migration Wellness Cards Token Management House Account Inventory Practice Dashboard Practitioner Payouts Payroll Financial Reports Marketing Practitioners Services Staff Management Staff Schedule Patient Portal Audit Log Settings

Downloads

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

Projector Deck (PDF)

⬇ Download the deck (PDF)

This is the projector deck. The trainer talk-track lives in the Run-of-Show.