WEBVTT

1
00:00:00.350 --> 00:00:01.679
Welcome to Harmony.

2
00:00:01.879 --> 00:00:08.899
This is the staff introduction to the communication workspace we are building to
replace our day-to-day BlueNote workflow.

3
00:00:09.099 --> 00:00:12.365
You will see the actual website, using fictional patients.

4
00:00:12.565 --> 00:00:17.323
We will follow an arrival, send a message, find an old answer, and finish a
handoff.

5
00:00:18.558 --> 00:00:24.869
The feedback from the office was specific: messages are hard to find, the
interface feels dated, and it

6
00:00:24.869 --> 00:00:27.674
takes too much clicking to read the conversation.

7
00:00:27.874 --> 00:00:32.373
Harmony puts searchable conversations beside patient and room requests.

8
00:00:32.573 --> 00:00:36.807
The aim is fewer interruptions and a clear answer to who is doing what.

9
00:00:38.017 --> 00:00:42.481
This film teaches the working demonstration and our proposed office routine.

10
00:00:42.681 --> 00:00:45.247
It does not announce a switch-off date for BlueNote.

11
00:00:45.447 --> 00:00:48.858
The demo uses shared access and fictional conversations.

12
00:00:49.058 --> 00:00:56.549
Private staff accounts, reliable desktop alerts, and office testing still need
to be completed before this becomes our

13
00:00:56.549 --> 00:00:57.798
real communication system.

14
00:00:59.017 --> 00:01:03.822
Open Harmony in your browser and choose Team communication in the staff
navigation.

15
00:01:04.023 --> 00:01:07.518
Use the access details supplied privately by the office.

16
00:01:07.718 --> 00:01:09.534
There is no password in this video.

17
00:01:09.734 --> 00:01:15.161
The patient app is a separate view; staff conversations belong here in the
practice workspace.

18
00:01:16.392 --> 00:01:20.090
Across the top, each room shows its latest open request.

19
00:01:20.290 --> 00:01:22.177
Underneath are search and filters.

20
00:01:22.377 --> 00:01:26.638
Select a conversation to read the full messages, with names and times.

21
00:01:26.838 --> 00:01:33.429
Patient details and action buttons sit beside the conversation on a wide screen,
or farther down when the

22
00:01:33.429 --> 00:01:34.528
window is narrower.

23
00:01:35.767 --> 00:01:38.632
Suppose you remember someone mentioning scanner sleeves.

24
00:01:38.832 --> 00:01:41.263
Type those words into Search conversations.

25
00:01:41.463 --> 00:01:45.956
Harmony searches message text as well as people, patient names, and rooms.

26
00:01:46.156 --> 00:01:51.041
Select Supply drawer, and the matching words are highlighted in the original
exchange.

27
00:01:51.241 --> 00:01:53.698
You can read the question and answer together.

28
00:01:54.933 --> 00:01:56.762
The Show menu narrows the list.

29
00:01:56.962 --> 00:02:01.208
Includes me shows conversations involving the selected demo label.

30
00:02:01.408 --> 00:02:04.336
Open requests shows work that is still outstanding.

31
00:02:04.536 --> 00:02:08.102
Unread on this device helps you catch up in this browser session.

32
00:02:08.302 --> 00:02:13.397
It is not a delivery receipt or proof that a teammate has read or accepted a
task.

33
00:02:14.600 --> 00:02:19.688
Choose New message, give the conversation a useful subject, and select the
recipients.

34
00:02:19.888 --> 00:02:23.947
Select one teammate for a direct conversation, or several for a group.

35
00:02:24.147 --> 00:02:29.920
For an office question like lunch coverage, leave Patient visit empty and choose
Message only.

36
00:02:30.120 --> 00:02:32.086
Check the recipients before you send.

37
00:02:33.308 --> 00:02:37.064
A useful message says what happened and what needs to happen next.

38
00:02:37.264 --> 00:02:41.624
Instead of just writing, patient ready, write, Marcus is ready in Op two.

39
00:02:41.824 --> 00:02:44.403
Doctor, please review the visit when available.

40
00:02:44.603 --> 00:02:52.095
Continue replies in the same conversation so the next person can understand the
exchange without piecing together separate

41
00:02:52.095 --> 00:02:52.511
messages.

42
00:02:53.725 --> 00:02:55.493
Here is our arrival example.

43
00:02:55.693 --> 00:03:02.617
The front desk starts a new conversation, chooses Marcus Reed from Patient
visit, selects Op two, and sets

44
00:03:02.617 --> 00:03:04.156
Request to Patient arrived.

45
00:03:04.356 --> 00:03:07.707
The message asks Dora to bring him through when the room is ready.

46
00:03:07.907 --> 00:03:10.801
Patient and room context travel with the request.

47
00:03:12.017 --> 00:03:16.673
After Send message, the request appears in the room list and conversation list.

48
00:03:16.873 --> 00:03:18.808
Its starting state is Requested.

49
00:03:19.008 --> 00:03:22.945
That means the work has been requested, not that anyone is handling it.

50
00:03:23.145 --> 00:03:25.628
A recipient must accept responsibility.

51
00:03:25.828 --> 00:03:31.566
Opening the conversation or replying with a casual okay does not change the
request state.

52
00:03:32.767 --> 00:03:35.662
For the demonstration, we switch Demo as to Dora.

53
00:03:35.862 --> 00:03:40.314
In a real rollout, each person needs their own authenticated identity.

54
00:03:40.514 --> 00:03:42.323
Dora chooses I am on my way.

55
00:03:42.523 --> 00:03:45.872
The request now shows On my way, with Dora as the owner.

56
00:03:46.072 --> 00:03:50.735
The team can see that someone has taken responsibility for this specific
handoff.

57
00:03:51.975 --> 00:03:57.991
Once Marcus is seated, Dora replies in the same conversation: Marcus is seated
in Op two.

58
00:03:58.191 --> 00:03:59.785
Arrival handoff complete.

59
00:03:59.985 --> 00:04:01.520
Then she chooses Mark done.

60
00:04:01.720 --> 00:04:06.695
The history keeps the original request, the acceptance, the reply, and the
completion.

61
00:04:06.895 --> 00:04:09.275
Done means this requested task is finished.

62
00:04:09.475 --> 00:04:12.481
It does not mean the entire clinical visit is complete.

63
00:04:13.683 --> 00:04:19.435
The completed request now shows Done, with Dora as its owner, and drops out of
Open requests.

64
00:04:19.635 --> 00:04:22.984
Its messages remain searchable under All conversations.

65
00:04:23.184 --> 00:04:26.179
Be careful with the room label No open requests.

66
00:04:26.379 --> 00:04:29.698
It only means there are no active requests recorded here.

67
00:04:29.898 --> 00:04:34.574
It does not certify that a room is clean, empty, or ready for another patient.

68
00:04:35.808 --> 00:04:41.704
When the next action is needed, use a Quick request such as Ready for doctor,
Need assistance, Ready

69
00:04:41.704 --> 00:04:43.341
for checkout, or Room ready.

70
00:04:43.541 --> 00:04:48.052
This opens a new request form with the current patient and room carried over.

71
00:04:48.252 --> 00:04:51.537
Check the recipients and write the next action before sending.

72
00:04:51.737 --> 00:04:55.767
These are separate handoffs, not automatic clinical status changes.

73
00:04:56.975 --> 00:05:02.301
For checkout, the clinical team sends Ready for checkout to the relevant
front-desk teammates.

74
00:05:02.501 --> 00:05:06.278
The recipient accepts it and opens the matching patient workflow.

75
00:05:06.478 --> 00:05:14.131
In Checkout, staff confirm the printed sheet, review the instructions, arrange
follow-up, and record the Dentrix note handoff.

76
00:05:14.331 --> 00:05:16.192
Mark each step after it happens.

77
00:05:16.392 --> 00:05:20.105
Opening a PDF does not mean it was handed to the patient.

78
00:05:21.308 --> 00:05:26.964
Open patient chart takes staff from a patient-linked conversation to that visit
in Harmony.

79
00:05:27.164 --> 00:05:29.694
Verify the patient and date before working.

80
00:05:29.894 --> 00:05:35.765
The chart has its own clinical notes, tooth and scan review, equipment files,
and patient summary.

81
00:05:35.965 --> 00:05:40.929
A chat message never becomes approved care instructions just because someone
sent it.

82
00:05:42.142 --> 00:05:45.980
The broader system connects staff coordination to the visit workflow.

83
00:05:46.180 --> 00:05:51.869
Visit conversation supports recording, transcription, and a draft that staff
edit and review.

84
00:05:52.069 --> 00:05:59.361
Patient summaries can include the numbered tooth diagram, an idea from Krista,
and a care illustration reviewed against

85
00:05:59.361 --> 00:06:00.172
that encounter.

86
00:06:00.372 --> 00:06:05.603
Direct Dentrix Desktop write-back still needs the office connector and approved
access.

87
00:06:06.808 --> 00:06:09.243
Here is the proposed routine for the office.

88
00:06:09.443 --> 00:06:14.314
At the morning huddle, confirm who covers each role and review outstanding
requests.

89
00:06:14.514 --> 00:06:20.487
During the day, keep each handoff with its patient and room, accept it
explicitly, and close it when

90
00:06:20.487 --> 00:06:20.818
handled.

91
00:06:21.018 --> 00:06:27.107
Before leaving, review Open requests together and arrange responsibility for
anything unfinished.

92
00:06:28.308 --> 00:06:34.412
If you cannot complete a task you accepted, say so in the conversation and
contact the next person

93
00:06:34.412 --> 00:06:34.751
directly.

94
00:06:34.951 --> 00:06:39.566
The current demo does not have a dedicated reassign or reopen control.

95
00:06:39.766 --> 00:06:42.146
Do not mark work done just to clear the list.

96
00:06:42.346 --> 00:06:48.507
Resolve ownership with the team, and make a fresh, clearly described request
when a new action is needed.

97
00:06:49.725 --> 00:06:53.659
Harmony checks for updates every five seconds while the page is visible.

98
00:06:53.859 --> 00:06:57.091
If updates pause, check the connection and use Refresh.

99
00:06:57.291 --> 00:07:04.075
Unsent text stays when you switch conversations or refresh the message list, but
do not assume it survives

100
00:07:04.075 --> 00:07:05.959
closing or reloading the page.

101
00:07:06.159 --> 00:07:11.040
For urgent help, speak or call directly using the office escalation procedure.

102
00:07:11.240 --> 00:07:13.057
Do not wait for a chat response.

103
00:07:14.267 --> 00:07:22.563
Before replacing BlueNote in daily practice, we need individual accounts,
appropriate access, reliable alerts while Dentrix is in

104
00:07:22.563 --> 00:07:25.790
use, and agreed retention and downtime procedures.

105
00:07:25.990 --> 00:07:28.762
Test with the team using fictional cases first.

106
00:07:28.962 --> 00:07:31.930
Then choose a controlled pilot and a cutover date.

107
00:07:32.130 --> 00:07:35.863
This video does not turn off BlueNote or move its message history.

108
00:07:37.100 --> 00:07:39.007
For a first rehearsal, pair up.

109
00:07:39.207 --> 00:07:41.254
Find the scanner-sleeves conversation.

110
00:07:41.454 --> 00:07:46.054
Create an arrival request for a fictional patient and attach the correct room.

111
00:07:46.254 --> 00:07:50.319
Have the other person accept it, reply with the outcome, and mark it done.

112
00:07:50.519 --> 00:07:52.954
Then find the completed conversation again.

113
00:07:53.154 --> 00:07:57.694
Discuss any place where the next step was unclear before we use it for real
work.

114
00:07:58.933 --> 00:08:02.019
You can replay any chapter in the player beside this video.

115
00:08:02.219 --> 00:08:07.640
Open the staff workspace, choose Team communication, and try one complete
handoff together.

116
00:08:07.840 --> 00:08:13.528
The goal is for everyone to find the same information, know who is handling the
next action, and

117
00:08:13.528 --> 00:08:16.688
leave a useful record for the person who takes over.