We're very excited to have you here!
We made bosWell very easy-to-use, and we do 2 things really well: (1) client check-in and (2) automated reporting.
We will walk through 5 things to get you started:
Access bosWell
Check in an existing household
Register a new household
Generate visit reports
Get fancy with customizations
1. Access bosWell 💻
To get started, go to app.boswell.io in your internet browser and login.
bosWell works on computers, tablets, and smartphones.
2. Check in an existing household 🧑
Search for the client by name, phone, or client ID.
Click into the client to pull up their info and assistance history. Click "Provide assistance".
Click "Save" to record the assistance.
That's it!
3. Register a new household ➕
Click "+ New household".
Enter the client information.
You can "Add more client details". This form is very customizable (see section 5 for more info).
Click "Provide assistance" to save.
4. Generate visit reports 📊
Click "Assistance" under "Reporting" on the left menu.
This report summarizes your assistances: # of visits, unique households, etc.
Click through it to explore!
Click "Assistance History" under "Client Service" on the left menu.
Here, you can download a full list of your assistances.
5. Get fancy with customizations 😎
There's so much more to bosWell. Here are some examples of how you can tailor bosWell to your needs:
Record custom client intake fields (e.g. gender, income)
Offer additional assistance types (e.g. diaper distribution)
Bring over your existing client records
Add units to your assistances (e.g. pounds of food)
Enable the order processing workflow (one team doing client intake, and another team preparing orders in the back)
And many more...