Does Your Practice Create Missionaries?

Build your relationships first….then your dentistry. ~ Bob Barkley

Does Your Practice Create Missionaries?

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“Being nice to people is just 20% of providing good customer service. All the smiles in the world aren’t going to help you if your product or service is not what the customer wants. Systems are 80% of customer service. The key is to devise systems that allow you to give the customer what he wants every time.” –Carl Sewell

The Power of Trust

Early in my career, I believed strongly that dentistry needed mass media campaigns to attract patients. All the “old guys” told me otherwise. They said, “The best communication is done in your office, one patient at a time.” Now, with fifty years of experience, I believe the best source of new patient referrals is the result of one-on-one trusting relationships with our existing patients and the exceptionally comfortable aesthetic dentistry they brag about to their friends. However, given the culture in which we live today, I believe that a tasteful public pronouncement of one’s practice philosophy, absent any statement that sets up expectation of a life-changing “miracle makeover,” is acceptable.

Today, there is great emphasis on TV commercials, and many dentists have colorful websites promising beautiful smiles and implying a life of success and happiness as a result. It is important to know that external marketing is expensive and needs to be a continuous effort. It is not a one-time splash. It takes time to develop an image/reputation in this way. If you take this approach, make sure you have the financial ability to stay the course and have the technical ability to deliver what the advertising agency promises you can do.

Marketing cannot resolve staff conflicts, high overhead, poor interpersonal relationships, and/or ineffective communication skills. Marketing cannot improve average technical skills, diagnostic acumen, cash flow problems, managerial and organizational ability. It cannot give you the confidence and competence to solve complicated interdisciplinary cases. Learning these skills and the knowledge to apply them appropriately requires dedication and discipline over time. It is not learned in a weekend technical or management seminar.

Attracting new patients is the result of building a reputation of competence and caring that exceeds our patients’ expectation with long-lasting health, comfort and naturally aesthetic dentistry. It is all the big and little things we do, such as a warm, caring, and empathetic team; developing trusting relationships; setting clear expectations; performing a comprehensive examination; respectfully treating people the way they want to be treated according to their behavioral style; helping patients choose a plan for life-long oral health; placing beautiful and comfortable provisional restorations; comfortable functional occlusion; and maintaining a clean, attractive reception room, operatories and bathrooms. These things require a commitment to excellence and attention to detail. The way the patient is greeted and seen by the doctor or hygienist at the appointed time matters. Fair and comfortable financial arrangements matter. Minutia matters.

The Post-Treatment Consultation

According to Kevin Hogan, author of The Science of Influence, the brain tends to remember that which happens first and last in sequences, events and life in general. The first appointment matters and the last appointment matters. People remember their peak experiences and how an experience ends and they generalize those two things back to the entire experience. This appointment is the last in the sequence on the new patient’s examination and treatment experience. It matters greatly.

This appointment is second in importance only to the new patient experience and examination. It is scheduled one to two weeks after completing a patient’s restorative treatment. This is the time to celebrate the masterpiece and reaffirm that the patient made a wise decision to accept treatment. It is important to discuss again the logical reasoning behind the treatment and determine that we satisfied the patient’s perceived need. It is important to review the long-term benefits and stress the patient’s responsibility for maintaining her/his oral health and financial investment.

It has been my experience that when patients have experienced the care, comfort, and aesthetics of our treatment, they feel the commitment to excellence of the entire team and begin to understand our purpose. When they believe we have done what is right for their best interest, they will find a way to pay a fair fee with gratitude and appreciation and welcome the opportunity to share their experience with several friends. A personal testimony from an enthusiastic patient has more impact than a scripted commercial. When we exceed their expectations, they become our marketing program (missionaries).

During this consultation, I use diagnostic models and digital photos to bring to mind the patient’s original problems. Many times, when the treatment is complete, patients forget the condition of their mouth before we began treatment. The before and after photos and models are powerful visual aids for illustrating the dentistry that was achieved, the treatment techniques that were employed, and difficult problems that were solved.

Together, we admire the finished results that fulfill the patient’s original desire. During the examination, the hygienist, laboratory technician, and lab assistant enter the room and admire the masterpiece. I point out how each team member contributed to the excellent result; and, restate the prognosis of longevity and health because the patient accepted treatment before her/his oral health deteriorated further.

Show with a mirror and photos the change in gingival health. Show how you refined the occlusion on the models and the results on final models and in the mouth. Explain why that is important. Confirm that their mouth is comfortable. Confirm that they are  happy with the aesthetics. Perhaps, say, “I hope you are as pleased with your smile as I am. What did your friends say? With the dentistry we have just completed for you and your renewed commitment to oral health, I believe you can look forward to many years smiling with confidence and eating most anything you want comfortably.”

After the treatment has been completed satisfactorily, it is important to reaffirm that the patient made a wise investment in her/his future health and happiness. Perhaps, say, “Mr. Important, you made a wise decision to have your teeth restored before your condition deteriorated further, I’m sure it wasn’t easy for you to make that decision because, in the beginning, you had no way to know what the final result would look or feel like. Thank you for trusting us to help you. It gives all of us a great feeling when we can help improve the quality of life for someone like you. That is why we enjoy practicing dentistry. Also, you might recall, before we began your treatment, I said that, when we finished, I wanted you to be able to tell me this is one of the best investments you ever made. How do you feel about that now?”

The Power of Influence

Many people feel good when given the opportunity to help other people. Why not let them know you would be pleased to help their friends who have dental needs. Ask them to be a missionary for quality dentistry. You might say, “Now that you have experienced what modern dentistry can accomplish, I want to ask a favor of you. Some of your friends and acquaintances most likely have similar problems as you had, but don’t know where to go for help. I want you to think about being a missionary for excellent dentistry. We would be pleased to help any friend of yours with the same care, skill, and judgment.”

Developing missionaries starts long before this appointment; it is a process that starts from the first telephone contact, the un-rushed diagnostic interview, comprehensive examination and diagnosis consultation, to the first time the patient is seated in an operatory for restorative treatment, and you say, “We want you to have a comfortable and pleasant experience today. If you feel any discomfort or need to rest, please let us know.” The patient has most likely never experienced this standard of care in a previous dental office. In the operatory, the patient is apprised of the treatment sequence and goals for today’s treatment. In my practice, we schedule rest periods during long appointments of four to six hours. We also have power shakes, magazines, and telephone available during these breaks.

One very nice lady, in her 40’s and recently divorced, came to us with a most unattractive smile hoping to turn her life around with a beautiful smile. After a thorough examination, she accepted a treatment plan for twelve maxillary crowns to create an aesthetic smile and improved functional occlusion. On the day of treatment, we followed our usual system and, at the completion, I sincerely thanked her for her cooperation, told her about my post-op expectations, and provided home care instructions, both verbal and written. Then I asked, “I hope your experience today was better than you thought it might be.”

It was important that she responded affirmatively to this question because, after the appointment, she was going someplace where people would know that she had been to the dentist. If we had been gentle, professional, and provided a pleasant and secure atmosphere, she would be very likely to repeat “It was better than I thought it was going to be.” In fact, though, she responded, “It really was very comfortable and much better that I thought it would be; and my new smile…well, now I look pretty!” What a wonderful day for all of us! The patient was called in the evening to verify a smooth recovery.

This lady went to a bridge party the next day. Two friends at the party knew she had gone to have dental work the day before and asked, “How was it really? It must have been terrible.” My patient repeated what she had been influenced to say, “It was better than I thought it was going to be, and how do you like my new smile?” Her friends were impressed. Then she added, “And these are just the temporaries!” Her friends couldn’t help but ask, “Who is your dentist?” One of those ladies, wanting similar treatment, became a new patient in our practice.

Taking the time to make excellent provisional restorations is one of our best referral sources. One periodontist tells his patients that he refers people to us because we make temporary crowns better than most dentists make permanent crowns. It doesn’t get any better than that.

Here is another personal story to make a point. Several years ago, twenty to be precise, at our local dental meeting, a long-time friend wanted to have dinner with me at a table away from the others. He wanted to ask a question. First, his story: “I was in the sauna after exercising the other day, and two men were talking, not paying any attention to me. One asked the other man, ‘How do you like my new teeth?’ The man said that they looked great, but said it must have cost a fortune to have all his teeth capped. The first man said, ‘It cost ten thousand dollars, and it was the best investment I ever made!’ The other man asked who his dentist was and he said, “Bill Lockard.” Now his question: “Bill, how do you get them to say that?”

That is what my book is all about! Everything we do in our office is a system designed to give the patient what he wants. The systems produce this kind of response. Unfortunately I hadn’t written the book at that time. My friend began to refer cases to me that he didn’t feel confident to restore.

In 1980 I decided to prove the validity of the dental missionary concept. I removed my office listing from the Yellow Pages for two years. The volume of new patients remained constant. The only person who seemed to be concerned or even notice was my mother. I think she called everyone she knew to tell them that I had not retired. Satisfied of the value of dental missionaries, I replaced the office listing in the Yellow Pages to please mother.

Systems

Systems take your practice from the vision to reality. A system is a set of ideas, information, and actions that interact with each other and other systems. Change one element in a system and that may adversely affect other systems. Any change must be coordinated with those responsible for other systems. Systems must be designed with clear goals, a standard of care, and definite sequence that is rehearsed until all team members know what to do, how to do it, when to do it, and why to do it in order to provide predictable and consistent results. Systems should be flexibly rigid to allow empowered team members to act appropriately in special circumstances.

Three Elements Important to Systems

  1. Mechanical Equipment – computerized system, digital x-rays, office décor, TV monitors and intra-oral camera in each operatory, music sound system, answering system, etc. 
  2. Information – thank you letters to patients and specialists, statement of purpose, expectations, and standard of care, patient records, appointment book schedule, management income statement, inventory control, treatment plan sequence form and new patient examination form. 
  3. The Interaction between People – the words we say and how we say them, considering the personality/behavioral style of the person to whom we are speaking. Also included are how and when to use diagnostic models, x-rays, and photographs as instructional aids, and appropriate dress code. 

The demographics of your patients and their perception of professionalism will greatly influence their decision. The office dress code should influence the patient’s opinion of your professionalism and credibility, not your idea of what is currently stylish. Each demographic model has a specific set of perceptions that we can identify in advance. People of a certain age, with a certain amount of education, living in an affluent area, buy for specific reasons. They possibly have very different values for technical excellence and aesthetics than those of another group with different education, marital status, living in a less affluent area or different part of the country. That is the socio-economic classification Dr. Pankey spoke about. These differences predetermine what each group will perceive as important to purchase and from whom to purchase it.

The inspiration for this concept of developing Dental Missionaries came from Dr. L.D.Pankey, Dr. Harold Wirth, and my father, Myers W. Lockard, DDS. Their thoughts and experiences impressed upon me how important it is to distinguish yourself at an exceptional level of professionalism and care that will enable you to succeed in doing the dentistry you enjoy with patients who appreciate the way you interact with them. The clinical excellence you provide – your caring and professional team, and the trusting inter-personal relationships you develop – changes lives, theirs and yours.

Bill Lockhard, Jr. DDS

The Clear Difference Between ” Treatment” & “Care” (And how undertanding this distinction is essential to your practice future)

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Dr. James Otten:

One of the great joys of being in a health care practice is that we get to spend time getting to know and more importantly, understanding what’s going on in the lives of our patients. This week I had the opportunity to spend time with one of the newer members of our patient family whose spouse is undergoing some very difficult chemotherapy. Many years ago early in my practice, when I bought into the all too pervasive notion that “success” was hinged to how many patients I could see in a day, this kind of conversation would have never happened. Now I know that in fact if we are truly about health care this conversation is vital to our collective health. Let me tell you why.

Part of our conversation was about her experience with a specialty center for her husband’s care and how comforting it was to them that all professionals there exuded an attitude of caring coupled with a confidence or what we call “unconscious competence”. This, we discovered through our conversation, is no small distinction. What often gets talked about as “health care”, especially to our patients, is really just a menu of treatment options. In dentistry we often see this same reference to comprehensive care.  In fact, we wonder why we have a health system that spends enormous amounts of money and often has relatively poor outcomes? I would submit it’s because we’re only discussing treatment and as long as that’s what gets rewarded in the system, that’s what you’ll get more of, but as we know, treatment alone does not produce the best outcomes.

If however, you look at all the great health centers like Mayo, Cleveland, and Cooper Clinics, (and hopefully our practices) they don’t just provide great treatment but they care for people and to do so all have some fundamental characteristics: they work collaboratively, they focus on the whole person, they are constantly improving and they are a culture of compassionate people. Most of these can be learned with the exception of compassion. You can’t really teach compassion, but you sure can model it and build a culture of compassionate people.

I hope when our patients visit us they feel like this particular patient did and that these same qualities are a part of their everyday experience with us. We believe that lives are enriched by healthy smiles and that this can only be achieved through real health care. Care is a personalized experience that takes the time to know and understand our patients and how we can help them. This is not just semantics– care and compassion are more than just words. They have to be demonstrated by people who are always willing to do whatever it takes to help another, who go the extra mile and who constantly strive for excellence.

That conversation I had this week? Well I can only hope my patient was somehow comforted by being able to talk about the difficult time that she had been through. This is what healing is really about. I know that it also helps me to heal when the people we care for demonstrate the courage to face all the fears and anxieties that come with health challenges –whether it’s cancer or dental health. Last time I checked there was no code or procedural description for intentional listening or non-judgemental acceptance but these are as important as any part of a patient’s evaluation and plan. This is what comprehensive care is about.

I felt I was a “good” dentist back in the early days and looking back I think I was good but not great. Running from chair to chair I missed the most important part of the process—the patients story. Without it we are only guessing about what is appropriate and, when we guess, treatment is fragmented and outcomes are not what they could be. We are privileged to be a part of the lives of our patients that entrust us with their care not just procedures. We should be vigilant about thanking them for sharing their stories with us. They inspire us, they honor us with their trust and appreciation and they make us better practitioners and people.

About Robert L. Cunningham, DDS

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CURRICULUM VITAE

ROBERT LEE CUNNINGHAM, D.D.S.

November 2012

 

 

DATE OF BIRTH:    Born:  August 8, 1946

                                     Whittier, California

 

EDUCATION:            La Habra High School, La Habra, California 1964 (3.97GPA)

                                    University of Southern California, Los Angeles, California

                                                Bachelor of Science 1968

University of Southern California School of Dentistry

            Doctor of Dental Surgery (DDS) 1971 (GPA 3.90)

 

 

HONORS:                 OKU National Dental Honorary (Top 10% of Graduating                            

                                    Class) 1971

                                    Fixed Prosthetics Award—USC 1971

                                    “Ethics in America Achievement Award,” presented by

                                    Chapman University, the Leatherby Center for      

                                    Entrepreneurship and Business Ethics, June 1998

                                    Paul Harris Fellow, Rotary International

 

 

LICENSURE:            California Dental License 1971-   #D21864

                                    Idaho Dental Licensure 1997-    #3298

 

 

PROFESSIONAL

ORGANIZATIONS

AND SOCIETIES:     Member, American Dental Association

                        `           Member, Idaho Dental Association

                                    Member, L.D, Pankey Institute for Dental Education, 1992-

                                    Member, University of Southern California Dental Alumni

                                    Member, Sun Valley Dental Study Club

                                    Past Member, Newport Harbor Academy of Dentistry, 1984-

                                    1998

Past Member and Founder, South Coast Academy  of            Dentistry 1980-1990

Peer Review Committee, Orange County Dental Society,

                                    Component of the ADA—1978-1997, Chairman 1995-96

 

 

 

 

 

CIVIC

ORGANIZATIONS

AND SOCIETIES:     Board Member, Boys and Girls Clubs of America

                                    Board Member, Huntington Beach Chamber of Commerce

                                                1988-1997, Chairman 1995-96

                                    Member, Rotary International—1978-present

                                    Member, Presbyterian Church of the Bigwood, Ketchum, ID

 

 

ACADEMIC

POSITIONS:              Clinical Instructor, Operative Dentistry, USC School of

                                    Dentistry 1970

                                    Pre-clinical Instructor, Fixed Prosthetics, USC School of

                                    Dentistry 1977-78

Mentor, L.D. Pankey Institute for Advanced Dental Education 2004 to present

 

 

COURSES

PRESENTED:          “A Comparison of the Stuart and Denar Systems of

                                    Articulation,” presented to the South Coast Dental

                                                 Academy

                                    “Microbiologically Modulated Periodontal Therapy,” 

                                                presented to the South Coast Dental Academy

                                    “Marketing Your Dental Practice Ethically,” presented

                                                by DMI (Dental Marketing Institute)

“Surgical and Prosthetic Implant Mentor Program,” presented for NobelBiocare in Sun Valley, ID  2006 and 2008

 

 

CONTINUING

EDUCATION:            Over 3000 hours of C.E. since 1972

                                    Have completed the entire Continuum of the L.D. Pankey

Institute of Advanced Dental Education (seven courses ranging from diagnosis and treatment planning to dental implant prosthetics and esthetics)

 

 

PUBLICATIONS AND ADDITIONAL PRESENTATIONS:  Available upon

Request

 

————————————————————————————————–

 

 

COMMUNICATING QUALITY TO OUR PATIENTS

Robert L. Cunningham, D.D.S.

 

 

Helping our patients/clients to value fine dentistry has everything to do with how we are with the patient during their initial (and continuing care) visits to our office.  A close, ongoing examination of how we structure and pace the New Patient/Co-diagnosis Experience is vital to our success in forming a trust bond with our patients.  What we do after the initial visits will wither enhance or detract from that image.

 

Patients enter our practice in basically three ways: 1. With a dental emergency or “urgency”; 2. Through a visit with the hygienist; and 3. When requesting an examination. 

It is our stated objective that the vast majority (about 80-90%) of our patients enter the practice through the Co-diagnosis process.

 

 

THE “EMERGENCY” NEW PATIENT

 

  1. Use the regular health history.  Have the patient sign the consent for treatment and the toothache questionnaire.
  2. Treatment Coordinator or chairside assistant conducts patient into the consultation room and reviews the health history and toothache form with the patient, taking time to listen to their fears and concerns.
  3. The interviewer excuses them and gives the doctor a synopsis of their emergency and the patient’s personality style. 
  4. The doctor and the assistant decide if it is necessary for the doctor to interview the patient or have the assistant go ahead with the necessary x-rays.
  5. The patient is seated in a treatment room.  If the doctor has not yet met the patient, he is introduced by the assistant and takes a few minutes to establish rapport, review the history and diagnostic information. 
  6. A diagnosis is made and the patient’s options are quickly and precisely explained to the patient.  The doctor or assistant discusses appropriate fees.
  7. Palliative relief is provided to the patient.  The patient’s comfort is foremost.  Appropriate anesthetic and/or analgesic are administered slowly and painlessly.
  8. Future needs are quickly discussed in general terms.  The assistant helps the patient make and appointment with the appropriate doctor or specialist.  The patient is strongly encouraged to appoint for a comprehensive exam.

 

 

THE HYGIENE NEW PATIENT

 

Patients are encouraged not to enter the practice in this manner.  It puts the focus on the old adage that, “I only want my teeth cleaned and checked.”  It does not allow our practice to be represented as favorably and comprehensively as we would like.  The job of the person taking the incoming call is to tactfully and assertively communicate this to the patient.  If the patient still insists, they are appointed to see the hygienist only.

The process is as follows:

 

  1. Welcome package is sent.  If time does not permit the package to reach the patient prior to the appointment, they are asked to come in at least ten minutes prior to the scheduled appointment.
  2. The hygienist interviews the patient in the consultation room and takes about five minutes to review the health history and establish rapport.
  3. The doctor is introduced to the patient in the consultation room after being de-briefed by the hygienist.  Using the notes made on the health history and Personal Patient Profile form, he focuses mainly on the medical portion of the form and explains briefly what the IPT (Initial Periodontal Therapy) appointment entails.
  4. The doctor conducts the patient into the hygiene room, where blood pressure, bacterial slide and complete periodontal charting is performed by the hygienist.  The slide is viewed by the patient and the results are discussed by the hygienist.  AAP periodontal typing is done with an emphasis on the number and depth of pockets, bleeding points, and recession.  If a prophylaxis can be completed at that appointment, the treatment is completed.  If the patient needs periodontal therapy, the doctor is brought in at that point to make the diagnosis.  (See materials on Periodontal Team Management from JP Consultants.)
  5. After the doctor leaves the room, fees are discussed, financial arrangements are negotiated, and appointments are made in the computer in the hygiene room
  6. The patient is encouraged by the hygienist and assistant to reappoint for Co-diagnosis with the doctor.
  7. Care, comfort, concern and professionalism are the main concepts to be communicated.

 

 

THE NEW PATIENT EXPERIENCE/CO-DIAGNOSIS

(85% OF New Patients)

 

Appointment #1

 

  1. Telephone information is taken and recorded on the “Personal Patient Profile.  A convenient appointment is contracted with the patient.  Welcome package is sent.  Get patient’s permission to send a health history.  (If they are hesitant to fill it our at home, we will interview them and fill out the form for the patient.)

 

When the patient arrives on the day of the appointment, they are acknowledged by name and told that the treatment coordinator will be right with them.  Be sure to notice where they sit and notify the T.C. Offer hospitality – coffee, tea, water and/or a magazine.

 

  1. 2.    Treatment Coordinator/Assistant Role.

A.   Introduced by the front desk.  T.C. explains her role.

  1. B.    Patient is asked if they would like to see the office.  TOUR OF OFFICE.  Stress our emphasis on their care and comfort, especially sterilization and infection control.
  2. C.    Interview in a private, preferably non-clinical place.  After a few minutes of social chit-chat, start the interview by reviewing the health history, dental history and the questions on the Personal Patient Profile.  It is not necessary to ask all of the questions on the Profile, just enough to get an understanding of the patient’s issues and establish rapport.  Record a healthy history synopsis on the front of the “Examination Record”.  Highlight or underline any particularly important information.
  3. D.    Key Questions :
  • Be sure to ask the “expectations” question at the bottom of the Profile.  Record the answer word-for-word.
  • Ask them, “Would it be helpful if I share with you a little about us and what we are trying to achieve in our practice?”  This is a good opportunity to share the written “Practice Philosophy” and give them a copy.
  • In a spirit of self-disclosure and deep personal sharing, let them know that we are in the health business, not the tooth business,  Share your own feelings abut your experiences in health care and how our practice might be similar or different.  Write down their response.
  • If the patient has any cosmetic concerns, give them a copy of our “Personal Smile Analysis” and ask them to complete it and bring it with them on their next visit.
  • Review with the patient the value of full mouth x-rays, study models, and photographs by using a set of generic records.  Let them know that the patient and the doctor will determine which records are appropriate for them. 
  • Review the medical and dental histories and make notes on the form for the doctor.  Excuse yourself and debrief the doctor about the patient’s history and personality style.  Emphasis is placed on the patient’s pace and priority.  The doctor is taken into the consultation room and introduced to the patient.  The T.C. stays with the doctor and patient only as long it takes for the doctor and patient to establish an initial rapport, then she excuses herself.
  • Doctor’s role:

A.  Social graces – i.e. a conversation based on starting to establish a trust bond relationship between the doctor and the patient.  Focus on who referred then, who you may know in common, family, sense of humor.  Listen intently!

B.  Summarize –  Health histories and interview forms (Personal Patient Profile and Personal Smile analysis).  Use eye contact, feedback, acceptance, and anchoring.  Remember the axiom, “God gave you two eyes, two ears, and one mouth.  Learn to use them in that proportion.”     C.  Contract – Decide with the patient’s approval which diagnostic data will be used to do a complete diagnosis and establish a treatment plan.  For comprehensive restorative cases full mouth periapical x-rays, mounted study models, and photographs will be necessary before appointment #2.  It may be appropriate to make a separate “Records Appointment” to get the necessary data.  

  1. D.    Screening exam – The purpose of the screening exam is to determine which diagnostic records are necessary and to get a get a general impression of the state of the patient’s mouth.  Be sure to emphasize to the patient that this is not a comprehensive exam.  Let them know that during their next visit you will have all of the diagnostic data and complete the exam and do a consultation if that is appropriate.  If possible it is beneficial for the patient to have an initial visit with the hygiene department (I.P.T.) prior to the diagnostic appointment, so that pocket charting, bleeding points and AAP periodontal typing will be available at the Co-Diagnosis 2 appointment.

 

Appointment #2

 

  1. 1.    Treatment Coordinator/Assistant role.

A.  The patient is met in the reception room, greeted, and conducted into

      exam room.

  1. B.    Re-establish rapport with the patient.  Ask them if any other questions or considerations came up for them since their last visit.  Answer the questions you feel confident in and defer the others to the doctor.
  2. C.    If the patient has completed a “Personal Smile Analysis”, review their answers and mark areas of concern for the doctor.  The doctor is notified that the patient is ready and the doctor is privately debriefed on the attitude, issues and concerns of the patient.

 

  1. 2.    Doctor’s role.

A.   Doctor takes a few minutes to “reconnect” with the patient, first socially then picking up from the last visit as the Treatment Coordinator relays a summary of her conversation with the patient.

  1. B.    The doctor focuses on any questions or concerns of the patient and is careful to write down anything that needs to be addressed after the examination.  It is helpful to revisit their answers on the “Personal Patient Profile” and “Personal Smile Analysis.”
  2. C.    Helpful questions and discussions that may be used at this time:
  • How do you feel so far?
  • Is there anything that you need to know about us or our philosophy that we haven’t discussed.
  • You may share with them – this is what I would want if I were a patient:  1). Gentleness, and 2).  A dentist who will help me need him less.
  • The differences between emergency, urgency, short term, medium, and long term treatment planning.  Quality and timing. 
  • Do you want to keep your teeth for a lifetime?

 

  1. D.    Exam sequencing.
    1. 1.    The T.C./assistant charts missing teeth and existing restorations from the models and x-rays.
    2. 2.    On the back of the Examination Record two lists have to be made: 1).  Diagnostic IssuesThis is a 1, 2, 3, etc. list of major issues to be dealt with in their treatment plan.  Examples of commonly used issues are missing teeth, malocclusion and shifting, periodontal condition, caries present, failing restorations, bruxism, oral hygiene, pathology, etc.  2).  Diagnostic Options.  These are treatment plan options in general terms with no fees attached.  These options are usually broken down to mandibular and maxillary segments.
    3. 3.    Comprehensive oral exam.  Including tooth diagnosis, occlusal analysis, oral pathology exam, periodontal exam (If not previously done by the hygienist.) and completion of the entire checklist on the front of the Examination Record.
    4. 4.    At this point the doctor conducts the patient and T.C. into the Consultation Room, where all of the diagnostic data is assembled on the counter to be discussed by the doctor and the patient.  The T.C. usually stays in the room in the background as the doctor summarizes his findings and co-creates  the treatment plan with the patient.  The conversation may be specific with a patient who thoroughly understands their options and is able to make a decision then.  This is particularly true of simple to moderately complex treatment plans.

 

  • At this point a very important decision needs to be made.  Depending upon the patient’s receptivity, pace (fast or slow) and priority (relationships or things), the  doctor must sense whether to continue the process or to reappoint for a separate consultation appointment.  Sometimes hygiene appointments, particularly a series of periodontal root planings should be scheduled as a first phase of treatment before major restorative fees are discussed.  This is because results of the root planing may alter treatment plan, and having the patient in for a series of appointments with the nurturing atmosphere of our team will made them feel more comfortable with who we are.

 

Appointment #3

 

  1. 1.    The Doctor’s Role.  (In a non-clinical setting.)

       Ask the following questions and record the answers:

  • How have you enjoyed your experience with us?
  • Have you decided how you want to see your teeth in 10 years?
  • How may we help you with your plan?

                          The doctor listens, responds, gets agreement on the patient’s plan of                                              action, finalizes the treatment plan and quotes the fee, if appropriate at                                         that time.  The doctor asks the T.C. to discuss financial arrangements                     and make appropriate appointments.  Doctor exits.

 

  1. 2.    Treatment Coordinator/Assistant’s Role.

       Asks patient if there is anything that needs clarification at this time.                         Answers concerns.

 

      Whatever treatment has been agreed upon, the T.C. discusses                 financial arrangements, completes and has the patient sign a                  “Treatment Estimate”, makes the next appointment and collects                          the down payment.  The T.C. is responsible that all financial                                    arrangements made by her be signed and dated by the patient.

 

When the patient leaves, before going on to another task, the T.C. puts the patient’s case in the computer for tracking.  If the treatment is to be phased, multiple cases are used.  The doctor is presented with an updated tracking report every Monday morning.  The status of pending treatment is discussed and follow-up measures are assigned.

 

It is important that all patients be kept in the periodontal recare system so that pending treatment may also be tracked and the video used in hygiene to revisit their need for restorative.

 

THE ENTIRE OFFICE IS COMMITTED MAINTAINING AN ONGOING, PERSONAL RELATIONSHIP WITH THE PATIENT.

 

 

 

 

 

 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

 

 

About Mary H. Osborne, RDH

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M A R Y H. O S B O R N E

photo of Mary OsborneMary Osborne has worked in dentistry for over thirty five years as a clinical hygienist and patient facilitator. As a lifelong student of effective communication and relationship building, she brings to her work enthusiasm, intelligence, humor, and a deep belief in the potential for significant growth through authentic communication.

Mary is known internationally as a consultant, writer, guest presenter and producer of newsletters and audio cassette programs. Her writing has been published in national magazines including theJournal of Clinical Orthodontics,and she serves on the editorial board of In A Spirit of Caring. Mary is a Foundation Advisor and serves on the Visiting Faculty at the Pankey Institute for Advanced Dental Education.

…..Improving communication in dentistry for over thirty five years and specializing in:

Patient Care and Communication:

Patients come to us with fears, doubts, concerns, and opinions. Empathic listening and clear communication creates mutual respect, clear expectations and trusting relationships.

Leadership and Personal Growth:

Communicating your vision for the practice to those who must help you achieve it is essential to your success. Leadership requires self awareness and the courage to bring yourself to your work. Ethical practice, excellent dentistry, and quality care earns you the right to influence others.

Team Development:

A successful dental practice requires a high level of professionalism from everyone in the office and an environment of open and honest communication. Developing the gifts and talents of those with whom you work inspires dedication, creativity, and enthusiasm.

You can learn to be a more effective communicator.

You can go beyond verbal tactics and scripts, and learn
communication that is both authentic and powerful.

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Are You Talking About Benefits or Benefits?

 

I’m tired of talking about insurance benefits. So much is being said today about “changes in health care,” but the conversation really tends to be more about changes in insurance benefits. I think the time is right for those of us in dentistry to lead the way into a different conversation; a conversation about health.

We have a lot to learn about health; a lot to explore with our patients. Beyond education there is a place for authentic dialogue; an exchange of ideas in which there is learning on both sides. Beyond a mechanistic model of health is a true understanding of vitality, of what it means to thrive. This kind of conversation requires that we set aside our bias about know what is “best” for our patients.  It requires that we suspend assumptions; that we let go judgment; that we find in our hearts compassion — for fellow travelers on the road to health.

I’m not suggesting we ignore the realities of dental insurance in our lives and in the lives of our patients. I’m not idealizing the desire our patients have for health, or the possibilities they are able to see for themselves. I am keenly aware how important is to pay attention to the productivity and profitability of a dental practice. I just believe that we are at an important transition in regard to health care, and we can either “wait and see” how it turns out, or we can participate in shaping it.

I’d like to suggest a formula for health, both the health of your patients, and the health of your practice:

CSJ + PO + FF + MOP = Health

The first part of the equation has to do with Care, Skill, and Judgment. This refers to all aspects of how you care for your patients. We have a responsibility to develop skills in helping patients choose health as well as in delivering excellent technical dentistry. Success depends on clinical excellence and our capacity for understanding, patience and compassion. Our care, skill, and judgment make up the first, essential part of the formula for health.

The next part of the equation has to do with agreement on Preferred Outcomes. Our best homecare suggestions and treatment recommendations are meaningless unless we are moving toward mutually agreed upon outcomes. It creates the context for every choice we ask patients to make and every option they ask us to offer them. We can learn to help patients shape their preferred outcome by helping them see what Dr. Bob Barkly referred to as their “probable future” and their “possible future.” Without the context of a preferred outcome they cannot be fully informed of the implications of their choices.

Another element to factor into the equation is a Fair Fee. There are a number of ways to determine a fair fee. It can be based on your overhead, on comparables in your community, on time, on skill level, on degree of difficulty, etc. You must choose how a fair fee will be determined in your practice, but it should be based on solid principles which allow you to deliver the quality of care to which you hold yourself accountable. It is one of the most truly unique aspects of your practice. The degree to which you own the fairness of your process has everything to do with your ability to offer your work proudly and to stand behind your work. 

The final piece of the equation has to do with Method Of Payment. This part of the process includes, for example: cash or credit card, payment plans, insurance reimbursement, and loans from wealthy relatives. It is an appropriate part of the equation, but it is not a part of the Fair Fee. They are two separate elements. Only when you have that clarity can you accept your fee graciously, or choose to appropriately adjust it, or decide to waive it completely. 

If you choose to accept a credit card payment, you understand it is discounted by the fee you pay the credit card company. If you choose to accept what an insurance company decides is appropriate you do the same. That does not change what you have determined to be a fair fee. When you choose to accept something other than your fair fee you must consider the effect of that decision on the care, skill and judgment you will bring to the case; the outcomes to which your patient aspires; and the practice standards to which you hold yourself accountable. You may want review one or more of those elements to choose your course of action. You may want to consult your patient on any of those elements for their input, choices, and understanding.

The sum total of the formula is Health. Healthy choices by your patients must be freely chosen and fully informed, and that is true regarding your choices for your practice. They should not be in conflict with each other. One should support the other. We do not support healthy choice by hiding, protecting, ignoring, avoiding, and always taking the easy way out. Health is a choice and it is a worthy goal.

When I work with groups with this formula we explore each element in depth in terms of the part we can play in each part of the process. Where can we influence? Where might we be impeding the process? What are the possibilities we may not be seeing? Where are the opportunities we may be missing, the options we may not have considered? I hope you will enjoy exploring, asking questions, seeing new possibilities. I hope you and your patients can learn to celebrate the benefits of a healthy life. I hope you will become a part of a new conversation; a conversation about health. 

About James F. Otten DDS, FACD

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Dr. Jim Otten lives in Lawrence Kansas with his wife and partner of 30 years Vickie. He is also fortunate to have a wonderful son, daughter-in-law and granddaughter Lexi James living in San Diego who he visits regularly.

He obtained his Doctor of Dental Surgery from the University of Missouri-Kansas City School of Dentistry in 1981 and went on to residency in General Practice and Hospital Dentistry at the Veterans Administration Medical Center in Leavenworth, Kansas. Post graduately, Dr Otten completed the curriculum at the Center for Advanced Dental Studies at the Dawson Center and the Pankey Institute completing Continuum I-VI plus Advanced Studies in Implants, Esthetics, Practice Management, Leadership and TMD. He has also continues to study at the Piper Education and Research Center, St Petersburg FL, completing seminars I-III as well as Advanced Diagnosis, Management and Treatment of TM Disorders from 1994-2013.

Dr Otten has served as Associate Professor of Prosthodontics at the University of Missouri-Kansas City School of Dentistry, is currently a Fellow of the American College of Dentists, Lead Visiting Faculty at the Pankey Institute; Visiting Faculty, Newport Coast Orofacial Institute, Newport Beach CA, and Pankey Institute Provost and Board of Directors/Advisors 2005 – current.

Dr Otten is a member of the Medical Staff of Lawrence Memorial Hospital Department of Surgery and maintains a relationship based Private Practice focusing on the evaluation, diagnosis and treatment of advanced restorative care including emphasis on TMD, Occlusal Compromise, Esthetics and Implant Dentistry. He has also lectured regionally and nationally on Concepts of Occlusion, TMD management, leadership.

In addition to the ACD Fellowship, Dr Otten maintains active membership in the American Equilibration Society and American Academy of Restorative Dentistry. Outside of dentistry he is a community leader active in academic leadership at the University of Kansas and enjoys photography, hiking and biking in his spare time.

 

What Folks are saying about this Site

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Hi Paul:
 
I am so glad you are so in tune with the philosophy.  I thought you would be…
 
It is my personal philosophy, but I have been strongly influenced by Barkley (who I actually heard speak for two days prior to his death), Wilson Southham (A two day seminar given by Wilson at Loma Linda.  It was called "Volitional Practice".), the Pankey philosophy (and the instructors and students at Pankey–those evenings in the condos.), and Bob Frazer.
 
Don't we all stand on the shoulders of those who came before?  It's about maturity-the things we don't learn in the four years of dental school.  Most of our instructors were short on wisdom and long on technique.  And yes, it is the slow and painful development of wisdom.  In essence "People Skills" are nothing but "wisdom applied".  But like Will Rogers said, "Common sense is very uncommon."
 
Robert L. Cunningham, DDS
 

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Hi Paul
 
Thanks so much for your continuing efforts to promote and advance the concept of the relationship based practice.  I really like the site and am glad to see the blog format for Codiscovery.com!
 
All the best
 
jim
 
james otten dds
930 Iowa Suite One 
Lawrence KS 66044 
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Paul,

 

Thank you for Co-Discovery.com.  While we have never met, I feel as though we’ve have a history of long conversations. The names involved and the themes touched in your work have been significant in my 36 year in dentistry. I see many friends, and a forum for further sharing is so very welcome.

You asked for contributions, and I’ve attached a simple one.

All the best,

Bob

 

Robert Spreen [mailto:rwspreen@comcast.com

________________________________________________________________________

This is an awesome site you have developed! It is an unbelieveable resource for anyone who is priviledged to use it.

If you would not mind, I would love to be a contributor to the site. I was not even aware that this resource existed. Thank you for sharing.

Warmest regards,

Matt

Matthew Steinberg, D.D.S., FAGD FACD FICD

_______________________________________________________________________

Dr Paul

i really enjoyed that… wow

is Bill Lockhart's book on excellent practice still available?

if so where

thanks

arnie rothman

_______________________________________________________________________

Hi Paul,

I have finally taken the time to read the articles on this site, and I am really enjoying it. What a great forum for sharing the wisdom we have been privileged to gain from those who came before us. Hearing that wisdom expressed in the language of today is so important.

Well done, my friend.

Mary

Mary Osborne

1564 Alki Ave SW #303

Seattle, WA  98116

206-937-5851

www.MaryOsborne.com

_______________________________________________________________________

Dear Paul,

Thank you so much for the invite. I am somewhat isolated here in the BC wilderness and have not been to Pankey for a while because I finished the program! Not that my development has ground to a halt. I am still as excited about dentistry as I was when I started practicing after graduation. I will most definitely put a few thoughts on paper in the next while.

Cheers

Rudy Wassenaar, DMD,MAGD,DICOI

_______________________________________________________________________

Paul:

Thank you for the kind invitation. I have in the past “wandered” over to the co-discovery site and was encouraged. I will be happy to contribute.

Dr. Wirth was a frequent lecturer in our class all four years at LSUSD. He was well respected and always greeted us on the elevators with a “How’s your P.M.A.?” The only acceptable response in his eyes was, “Terrific!”

Once a female lab partner of mine was on a crowded elevator with Dr. Wirth. She seized the moment and said, “Dr Wirth, we need you to come and speak to our class soon. I am afraid that our class morality (meant to say morale!) is low!”  He smiled and agreed to return assuming both to be true!

Blessings,

John

 

_______________________________________________________________________ 

Paul,

Sounds like fun. I have been doing some writing from time to time. Most recently I have been writing on Clifton's work which I believe is very congruent with LD's.

Rich Green

rich@evergreenconsultinggroup.com] 

239.222.9200

_______________________________________________________________________

From: TJBOLT@aol.com [mailto:TJBOLT@aol.com

Hi Paul,

This will be very cool.  I have lots of things that i can put out there.  By non-clinical do you mean technical dentistry?  I love the behavioral aspects as well.  I will submit something that I wrote after I read Andy Stanley's ' "The Principles of the Path".  It was an excellent book with many pearls that are for sure related to relationship based dental care and the communication of such. See what you think and let me know if this would be what you are looking for.

Thanks,

T.J.

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Dear Dr. Henny,

I just finished reading your e-mail. I am shocked and excited to read you articulate what I have been feeling for years! I have been practicing since 1984 and have finally developed some hard earned confidence in providing dental healthcare to our patients. I am excited to think that you have a forum that will help us learn what the is the right care and the best care and how to get it to the patient.

Please let me know I can help

Best Regards,

Daniel S. Geare, DMD

Bellevue, Wa.

_______________________________________________________________________________________

Wow! Can I count on continued emails? This edition deals with every aspect of what I am going through personally and professionally. Oh, wait a second – aren't they the same thing? I look forward to having something to contribute soon.

Glenn j. Chiarello,D.D.S

________________________________________________________________________________________

This is a very noble aspiration! I feel honored to be invited. I am the only pankey-trained dentist here in the Philippines. For years, I have taken the long, difficult and oh-so-winding road towards that ultimate goal of achieving the so-called optimal oral health for and with my patients.I have been very faithful to the Pankey Philosophy for all of these years since I came back from my life and training in the US but that is not to say that life's been a bed of roses. I had to and still am educating my countrymen here, one patient at a time in my dental chair. My country is a thirld world where Dental health is an elective that is far from any list of any priority whatsoever.Some days are long and arduous when I would love to touch base with someone  who lives the same philosophy in the practice of dentistry- – – if only to renew my faith or be validated for it.

Please keep me posted. More power to you!

Agnes B. Claros, D.M.D.

dentalspamanila@yahoo.com

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On Personal Branding Article:

This is right on target.  You need to gain feedback on how you are percieved by others and then create a development plan for your personal brand.

Dan Schawbel,

www.personalbrandingmag.com

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Paul, Congratulations on your co-discovery launch. More voices like co-discovery.com are needed to spread the word on health-centered/relationship-based dentistry

Best,

Lynn Carlisle, DDS Editor and Publisher of In a Spirit of Caring

www.spiritofcaring.com

_________________________________________________________________________________________

Congratulations Paul. Nice job. Keep up the good work.

Sandy Roth

www.prosynergy.com

________________________________________________________________________________________

Paul, This is great. Congratulations and thanks for your contributions to Relationship-Based, behavioral dental caring.

9 Turning Points: The L.D. Pankey Story

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                      Nine Turning Points that Changed the Practice of Dentistry…

                                         a tale that teaches us how to create a life that matters 

 

M. William Lockard, Jr., D.D.S.                                               Original Cadre Teaching Assistant, Associate Faculty, and Board of Trustees Member

The path of a master is a commitment to a lifelong process of learning – doing – and applying what was learned. That is the essence of the story I am going to tell about just such a man, Dr. L.D. Pankey, who conceived a philosophy for a meaningful life through total patient care that changed the practice of dentistry and the reason there is a Pankey Institute.

History as we all know is only important for what lessens we can learn. This story is significant because we learn that a commitment (not hope or wish) to improve another’s quality of   life is the Power of Purpose that creates a life that matters.

Dr. Pankey was frustrated by not being able to help people understand the importance of saving their teeth for a lifetime. When his mother’s teeth were removed and she was so unhappy wearing dentures, Dr. Pankey made a commitment to never again remove another tooth and dedicate his life’s work to teaching dentists and patients the importance of saving teeth for a lifetime of comfort, function, health and aesthetics.

After he made the commitment, he said it seemed that an invisible hand guided him into relationships with people and involvement in situations that provided the learning he needed to achieve his purpose.

This may be your opportunity — a turning point, if you will — to take Dr. Pankey’s philosophy as your own and live it. Build a balanced life of love, play and worship, in harmony with your work focused on technical excellence to improve your patients’ quality of life. Be concerned withunderstanding the total health of patients… not just the tops of their teeth but the whole person desiring and deserving the best oral health, function and esthetics you can help them achieve.

Enter Daniel Hally-Smith                                                                            

  • Daniel Hally-Smith was born in 1879 in Jamestown, Illinois on his parent’s farm where they bred and raised horses.
  • As a young child he thought he wanted to be a physician like his relative.
  • One day, Daniel and his cousin argued over the last cookie in the jar. They decided to cut the cookie in half. So, naturally, the best thing to use would be a hatchet.
  • His cousin held the cookie. Daniel swung the hatchet, and yes, you guessed it; he severed his cousin’s finger.
  • Daniel was so horrified at the sight of blood that he decided to never be a physician.
  • Later, as Daniel grew older, he became attracted to working with gold and porcelain in restorative dentistry in order to avoid surgery.
  • Daniel attended Northwestern University Dental College from 1898-1901, when G.V. Black was Dean.
  • During the summer of 1899, after his freshman year, the family finances reversed, making it doubtful that he would be able to return to school in the fall. He worked in the office of Dr. Frank Davis on Michigan Avenue, in Chicago, doing odd jobs.                                                                      (The significance of this will become apparent later.) 

Enter Mrs. Murphy… the 1st Turning Point

  • One day while Dr. Davis and his family were on vacation, Daniel was cleaning the office when he heard music coming from Michigan Avenue below. He looked out the window and saw a circus parade. He went down to the street to watch the parade pass by. 
  • Down on the street, the parade stopped, Mrs. Murphy, a chimpanzee, was in the cage in front of him. 
  • Daniel noticed that the chimp’s upper lip was severely swollen, and there was swelling under both eyes. 
  • He went to the trainer and asked, “What is the matter with the animal’s face?” The trainer said they shortened the long “eye teeth” and could not get anyone to treat the animal now. 
  • Daniel told the trainer he was a dental student and he could help her if the trainer would bring Mrs. Murphy up to the office after the parade. “I’ll bet she has abscessed teeth,” he said.
  • Both of Mrs. Murphy’s cuspids were abscessed. Gently, ever so gently, Daniel opened the nerve canals to drain them, releasing the pressure. The next day she returned with almost no swelling.
  • Several appointments later, he filled the canals and placed gold crowns on both cuspids (most likely – gold shell crowns). He was constantly careful not to cause Mrs. Murphy pain. 
  • At the last appointment, Mrs. Murphy jumped into Daniel’s lap and gave him a big hug. The trainer said the chimp only did that with people who were especially nice to her. 
  • Daniel said, “My reward was enormous! At that moment I felt so enriched. I knew that I could experience these feelings and help mankind through my profession.”
  • “As they left, the trainer handed me a box. The gift was enough money to assure my
    re-enrollment at Northwestern. We hadn’t discussed money at all. I hadn’t done the work with money in mind. What a lesson I had learned, and at the right time in my life.”
  • For several years the circus advertisements included a picture of Mrs. Murphy, the only chimpanzee in the world with gold teeth. (Note that if Daniel had not treated Mrs. Murphy, he would not have become a dentist and Dr. Pankey’s #1 mentor.)
  • Daniel graduated from Northwestern University Dental College in 1901. 
  • He became an associate to Dr. Goode, a famous esthetic restorative dentist on Michigan Avenue. Daniel learned advanced technical dentistry and was impressed by how much he didn’t know. 
  • He met many wealthy patients and liked the life style money could buy. 
  • Daniel and a French dentist, who had come to learn Dr. Goode’s advanced techniques, became friends. The French dentist invited Daniel to visit him in France. Daniel’s vision was expanding, and he wanted to see how people in Europe lived.      

Moving to Europe… the 2nd Turning Point 

  • In 1902 Daniel went to France to visit and decided to stay. It took six years to learn French and acquire a European dental degree and license to practice in Paris.  (If Dr. Hally-Smith had not moved to France, Dr. Pankey would not have met him 32 years later)
  • He traveled widely. In a dental office in Germany, he met Kaiser Wilhelm who invited him to his estate to see his horses and spend time. 
  • As he progressed, he met many leaders of the world who became his patients. Years later, the Aga Kahn gave him a Rolls Royce as a token of appreciation for his excellent care.                                                                                                         
  • Dr. Daniel Hally-Smith married a former Russian Countess and lived a life of the rich and famous.                                                                                                              

Enter Lindsey Dewey Pankey

  • L.D. Pankey was born in 1901, in Shawnee, Illinois. His father owned a dry goods store. Working in his father’s store taught him the importance of keeping the overhead low to increase the profits. He also liked working part-time in a local dental office. 
  • The High School in Shawnee was not accredited. The family moved to Evansville, Indiana so he could graduate from an accredited school. He worked part-time for an advertising dentist. 
  • Dr. Pankey went by the name of “L.D.” He graduated from the University of Louisville Dental School in 1924, 
  • L.D.’s first main goal was to make money to pay his dental school loan. 
  • L.D. wanted to practice in Louisville.  However, Dr. Crutcher, his advisor and owner of a dental supply company, said that he needed experience and advised him to go to the small town of New Castle, Kentucky for a few years and then come to Louisville.  

L.D. Moves to New Castle… the 3rd Turning Point

  • Dr. Crutcher knew that Dr. Hamilton was retiring to Coral Gables, Florida. He offered to loan Dr. Pankey $5,000 to buy Dr. Hamilton’s practice in New Castle. Dr. Pankey accepted his offer.(If Dr. Pankey had practiced in Louisville, instead of New Castle, he may not have later moved to Coral Gables at Dr. Hamilton’s urging.)     
  • L.D. worked night and day, patching teeth, making a few small bridges, and removing teeth. A large percent of his practice was making full dentures and “hooked partials.” 
  • L.D. met Anna Pearce, whom he later married. 
  • His practice thrived, but he was unhappy. Patients only wanted extractions and dentures. He tried to diagnose and sell them on a treatment plan, but they didn’t want it. People with money went to Louisville for their dental care.                                                                                  
  • Dr. Hamilton wrote to Dr. Pankey several times encouraging him to relocate to Coral Gables, Florida where many people were wealthy.                                                                   

A Letter Sparks a New Vision for His Practice

  • A letter from his mother changed Dr. Pankey’s life forever. She wrote, “I am happy that you are doing so well in your practice but I hope you are not doing to your patients what has been done to me. I have had all my teeth out and now have dentures. This has been the unhappiest experience of my life.” She was 42 years old. 
  • In his book with Dr. Bill Davis, Dr. Pankey wrote, “She had lost the four things that I have spent the rest of my life trying to learn, use, and teach dentists to give to their patients: Comfort, Function, Health, and Esthetics.” It opened the door to a vision that the goal should be to save patients’ teeth for a lifetime — if at all possible.             (If he had not pulled so many teeth and made so many dentures he may not have felt the guilt that he was creating the same unhappiness that his mother was experiencing. His commitment to “never pull another tooth” became his “brand” and life purpose.) 

The Commitment

  • L.D. informed Dr. Hamilton of his decision to leave New Castle.
  • After 18 months in New Castle, Dr. Pankey had paid his school debt of $3,300 and the practice loan of $5,000. He had $800 to buy a Nash coupe and $1,000 in reserve for his trip to Florida.
  • He left New Castle on a Monday in December of 1925, at 2:00 p.m., after extracting 81 teeth for 12 patients at $1.00 per tooth.
  • He wrote that on the very next day, “I made a commitment to myself. I would never take out another tooth as long as I lived. I had promised myself that I would devote the rest of my life to learning how to save people’s teeth. Some way, somehow, I was going to learn to communicate to my patients the importance of saving their teeth. At that moment, a peace came over me that I have never experienced before or since, as though I was having a religious experience. I came to peace with myself; a weight was lifted from my conscience. I did not know how I was going to do it, but I had decided to dedicate my life to saving people’s teeth.” 

L.D. Moves to Coral Gables… the 4th Turning Point 

  • Upon arriving in Florida, he passed the Florida dental boards and rented space in a building under construction.
  • In Coral Gables, his patients were from a higher social-economic class but their dental IQ was similar to his patients in New Castle.
  • In September of 1926, a hurricane blew the top off of his office building, and he could not work for three months. He returned to New Castle to marry Anna Pearce. When he returned to Coral Gables, the real estate boom was over in South Florida.
  • The building manager had a toothache and wanted the tooth extracted. Dr. Pankey said he didn’t extract teeth; however, he would take an x-ray and if the tooth could be saved, he would save it. If the tooth could not be saved, the building manager could go to the exodontist in Miami to have it removed.
  • The x-ray showed the tooth had deep decay. Dr. Pankey offered to place ZOE and amalgam temporary filling. He told the man he wouldn’t charge him if the tooth was not comfortable. The man still wanted the tooth out. Dr. Pankey said, “Okay, but don’t come back until you want to save your teeth.” (Dr. Pankey felt he had to affirm his commitment to his purpose, no matter what relationship he had with the patient.) 
  • The owner of the building came in to see Dr. Pankey when the office manager reported,
    “Dr. Pankey kicked me out.” After Dr. Pankey explained his commitment about extractions and what really happened with the manager, the owner, his wife and children became patients. They became good missionaries for the practice.  Dr. Pankey said, “What has come to be known as the Philosophy started in that office in Coral Gables.”  
  • In 1928, he learned to use the Munson articulator to produce the Curve of Spee and the Curve of Wilson. Every case was restored to a 4-inch curve. Dr. Pankey completed five cases in a few months. He considered all of them to be failures because he didn’t understand occlusion.  He started back doing “patch-work” maintenance dentistry, which later he called a “holding program.” 

1930, Enter Mrs. Blanchard… the 5th Turning Point

  • Mrs. Blanchard, a 65-year-old, widow of a wealthy New Englander was referred to “the dentist who did not believe in pulling teeth” by her neighbor in Coral Gables.                                                              (What is your “brand” — your “why” by which people refer patients to you?)
  • Mrs. Blanchard was born and raised on Beacon Hill in Boston and graduated from the Sorbonne in Paris. She spent winters in Coral Gables and summers in Maine. 
  • She walked in the office without an appointment and wanted to speak personally with
    Dr. Pankey. She would not sit in the reception room. She related that two dentists in Boston and Maine had said she needed all her teeth extracted and full dentures made. 
  • She was in pain and agreed to a complete examination. Dr. Pankey advised her to have two teeth removed by a Miami exodontist. He made a treatment plan and quoted a $1,000 fee. She accepted.
  • He did operative procedures on the upper anteriors and restored the lower posteriors using the Munson articulator carving the cusps compatible with incisal guidance by the cuspids.
  • He built the upper posteriors using the “chewing in” technique (FGP) that Dr. Taggart described in 1912. He used a copper band impression of prepared teeth with modeling compound. He made an amalgam die on which a wax pattern was made. He heated the occlusal with a hot spatula to do a chew-in, carve, and cast.
  • She enjoyed her teeth until she died at 81and never lost another tooth.
  • Mrs. Blanchard always waited in Dr. Pankey’s private office before her appointment. One day she read the ADAJ in his office and asked him if he was going to Paris for the International Dental Conference.
  • He said, “I haven’t given it much thought. Why do you ask?”
  • Her reply was “I think you should go. You will meet the outstanding dentists in the world and learn the new techniques.”
  • The next time she was in the office, she asked him again if he had given thought to attending the Dental Conference. He asked why she was interested in him going.
  • “You could learn something there. I really think you have great potential.”
  • “Frankly, I can’t afford to go. I have a new practice and a young child.”
  • She insisted, saying, “I want you to go, and I want you to travel first class. I would like to pay all your travel expenses, as well as compensate you for the time you will lose from your practice while you’re gone. Now will you go?”
  • He replied, “That certainly will put a different complexion on it.” She also wanted him to travel to London, Florence, Rome, Vienna and Heidelberg. (The power of trusting relationships has great rewards. This philosophy is built on honesty, sincerity and truth, as well as treating each patient appropriately, according to their need and ability to pay a fair fee.)

Enter Dr. Frank Davis… the 6th Turning Point

  • A few weeks before L.D. left for Europe, Dr. Frank Davis of Chicago, creator of the Davis Crown, entered L.D.’s office to have new upper and lower dentures made. Dr. Davis had recently retired in Coral Gables.
  • During one of his visits, Dr. Davis said he knew L.D. was going to Paris and suggested that he should look-up a dentist who had been his lab clean-up boy while the boy was going to dental school at Northwestern. Dr. Davis reported that he had heard his former clean-up boy now had the most outstanding dental practice in the world. His name was Daniel Hally-Smith.
  • Dr. Davis sent a letter introducing Dr. Pankey to Dr. Hally-Smith.                                                   (If Dr. Davis had not retired in Coral Gables; he would have not met Dr. Pankey and encouraged him to meet Dr. Hally-Smith in Paris.)

London 1931

  • Dr. F.R. Broderick wrote a textbook on dental medicine, and Dr. Pankey’s study group used this book to study nutrition.
  • Dr. Pankey spent one week studying with Dr. Broderick in London, and then together, they traveled to Paris to attend the convention.

Paris 1931

  • Dr. Pankey spent two days seeing the sights of Paris.
  • Dr. Pankey had difficulty finding Dr. Hally-Smith’s office in the Place Vendome. He wrote, “His only sign was a gold plaque about the size of my two thumbnails with D.H-S engraved on it. The door was locked. I pulled the tassel at the end of a long rope by the door. The door was opened by a gentleman wearing a cut-away coat and striped trousers and holding a silver platter asking for my card.” He didn’t have a card so he provided the slip of paper on which Dr. Davis had written Dr. Hally-Smith’s name and address.
  • Dr. Hally-Smith greeted him warmly and gave a personal tour of the office.  He had five dental technicians and three associates.
  • The two men spent much time together following the meeting. Dr. Pankey learned about hydrocolloid impression material and gave the first clinic on its usage at the Florida West Coast Dental Society meeting in October 1931.
  • They talked about patient communications and Dr. Hally-Smith asked, “So you took the Bosworth course? Isn’t that the dental supply man who suggests we offer one price for a good job, another price for a halfway job, or I’ll louse it up for you at a very reasonable price?”
  • L.D. asked, “What am I going to do for those people who come to me and say they can’t afford me?” Dr. Hally-Smith said, “You should tell them the optimum way their dentistry should be done, and then what they do is their own decision. If you’re going to make a compromise with them, then compromise on the basis of their knowledge, not because you have prejudged them. You should tell every patient what optimum dental care would do for them. If they decide to go elsewhere, leave the door open for them to come back later.” (Dr. Hally-Smith’s lifestyle and words of wisdom were an inspiration for Dr. Pankey’s vision and philosophy.)
  • Dr. Hally-Smith told Dr. Pankey he needed to know more about examination, diagnosis and periodontal disease. He suggested that he attend Northwestern to learn more. He gave
    Dr. Pankey a paper with a handwritten verse, The Power of Thought, by James Allen. He said, “Read it every week of your life.” Dr. Pankey kept that paper under the glass on his desk and read it every week until it faded and became unreadable.

As you think, you travel; and as you love you attract. You are today where your thoughts take you, you cannot escape the results of your thoughts, but you can endure and learn; can except and be glad.

You will realize the vision (not the idle wish) of your heart, be it base or beautiful, or a mixture of both, for you will always gravitate toward that which you secretly most love.

Into your hands will be placed the exact results of your thoughts; you will receive that which you earn—no more, no less.                                                Whatever your present environment may be, you will fall, remain or rise with your thoughts, your vision, your ideals; you will become as small as your controlling desire, as great as your dominant aspiration.

Switzerland – Italy – Austria

  • Dr. Pankey traveled with two other men to Lucerne and then to Zurich, where they met:                  – Dr. Alfred Geysi, Dean of the Zurich Dental School and inventor of the Geysi articulator,

—    Dr. Weston Price, author of Nutrition and Physical Degeneration, and

—    Dr. Carl Gustav Jung, world-renowned psychiatrist.

  • The trio went to Lake Como, Italy and the Villa d’Este to find a dentist to treat Dr. Pankey’s travelling partner’s toothache. After this, they went to Salzburg, Innsbruck, and finally Vienna, Austria.
  • In Vienna, at the American Express Office, a cablegram was waiting. It informed Dr. Pankey of his wife’s death in an automobile accident. Dr. Pankey left immediately for the three-week trip to the United States. His friend Jimmy Klock accompanied him.

Return to Coral Gables….study at Northwestern……the 7th Turning Point

  • Dr. Roy Bovard joined Dr. Pankey’s practice in Coral Gables, and L.D.’s sister came from Chicago to care for his daughter, Kitty, which enabled Dr. Pankey to take Dr. Hally-Smith’s advice for postgraduate education.
  • L.D. signed up for the three-month summer courses at Northwestern University, during the summer of 1932. The courses included Diagnosis-Treatment Planning and Patient Interviews. He also took a course in Psychology with Dr. George Crane who stressed the “Cross of Life” and the need to balance work, play, love and worship for a truly fulfilling life.
  • In the psychology course, he studied the work of Carl Jung, learning about personality types: introvert, extrovert, and ambivert. He also studied the Binet – Simon scale developed in 1905 to determine the intellectual capacity of children. This gave him the idea for his “Dental I.Q.” concept, as well as the patient’s intellectual, sociological and economic classification.
  • Dr. Crane’s course gave Dr. Pankey the knowledge and communications skill needed for his practice and the basic elements of his “A Philosophy of the Practice of Dentistry.”
  • L.D. first heard the word “occlusion” in the summer of 1931 while at NUDS. He asked the librarian for all the papers on occlusion. There was only one by Dr. Clyde Schuyler, reprinted from the 1926 New York Dental Journal.
  • After speaking with Dr. Schuyler, L.D. began to understand the principles. He used these principles for 20 years without saying anything about it to anyone.                                                          (If Dr. Pankey had not gone to Northwestern for postgraduate courses that summer, many elements of his philosophy and the technical expertise he became known for would not have fallen into place in 1931. It was there that he learned the principles of occlusion from Dr. Schuyler, the Cross of Life, a system of diagnosis-treatment planning and patient interviews, and the psychology concepts leading to his Dental I.Q.)
  • In 1933 property values were such he was able to buy land in Coral Gables for the price of 50% of the unpaid taxes. On this land, he built his 22-room “dental bungalow” in October of 1934.

1947, Enter Dr. Arvin W. Mann… the 8th Turning Point                                                                        Dr. Mann moved to Ft. Lauderdale and came to Dr. Pankey to learn his technique of occlusal rehabilitation, diagnosis-treatment planning and how to use the Philosophy to get to know the patient and educate the patient to accept treatment.

  • He would bring models and x-rays of patients to L.D.’s office, and they would diagnose the case together. Dr. Pankey would present the case to Dr. Mann as if he were the patient.
  • Dr. Mann convinced Dr. Pankey to present the information to the dental profession. They wrote the Pankey-Mann Technique Manual.
  • Having made presentations before countless local, state, national and international dental groups, L.D. was best known for his seminars on “A Philosophy of the Practice of Dentistry.” In 1956, his Philosophy lectures were organized into three-day seminars.
  • Drs. Pankey and Mann selected 11 dentists from various parts of the country who had taken the Philosophy course at least three times. They met with these dentists and formed the Occlusal Rehabilitation Seminars (ORS). (Dr. Pankey practiced his philosophy and restorative technique for 20 years without sharing the information. If Dr. Mann had not persuaded him to go public, there might not be a Pankey Institute today.)

1958, Enter Drs. Loren Miller and John Anderson

  • Four years after first learning Dr. Pankey’s Philosophy and technique, John and Loren began to dream of working together in dental education. They had become best friends as they learned the Philosophy and ORS techniques from Dr. Pankey.
  • John was on the short list to become Dean at Northwestern, and Loren was on the short list to be Dean at Baylor. John encouraged Loren to join him in Chicago if he became Dean at NUDS. Loren said, “No way could I live in Chicago.” They decided regular academia was not the best venue to learn the new techniques. It must be a different approach.

1959, Enter Dr. Clyde Schuyler

  • Pankey and Mann had difficulty teaching occlusion from a lecture format. They persuaded
    Dr. Clyde Schuyler to join them in teaching occlusion.
  • In 1959, they began giving the Pankey-Mann-Schuyler Seminars, attracting dentists from throughout the United States and many other nations. Their occlusal rehabilitation procedures became known as the Pankey-Mann-Schuyler Technique (PMS). Dr. Pankey’s secretary, Rose Quick, was the coordinator of the seminars.
  • L.D. was acknowledged by the dental profession for this work by being elected President of the American Prosthodontic Society.

The Conception of the L.D. Pankey Dental Foundation                 

  • At the 1969 Florida Academy of Dental Practice Administration Meeting, Jack Wilkens, Jim Cosper, and Billy Anderson discussed a gift or gesture to show their appreciation to Dr. Pankey for his contribution to their lives and to dentistry. After much discussion, Rose Quick suggested, “Why don’t you start a foundation in his name? Surprise him in this manner and allow him to be a part of the decisions relative to the use of the money raised.”
  • Many ideas were discussed:

—    Should they endow a chair at a dental school?

—    Should they be part of a dental school or a medical school?

—    Should they be a separate post-graduate school not like academia?

  • After much discussion and advice from dental leaders around the country, the decision was made to create an Institute with a new and radical departure from conventional academia.
  • Dr. Harold Wirth, Dr. Pankey’s close friend from New Orleans, was asked to chair a new group – the planning committee, composed of Jack Wilkins, Billy Anderson, Bob Barkley, Peter Dawson, Jim Cosper, John Anderson, and Loren Miller.
  • Dr. Pankey told the committee that if they could raise one million dollars he believed they would be successful.
  • The committee pledged $200,000 among themselves. They called on the many study clubs and former students for donations. After all sources were exhausted they were $40,000 short.
  • Billy Anderson excused himself from the meeting and called Hal Pearson, president of
    Den-Tal-Ez Company. Mr. Pearson had praised John Anderson for helping design the dental chair for which his company was named. He was pleased to pledge the $40,000.
  • Formation of the L.D. Pankey Dental Foundation was announced at the 1970 Florida State Dental Meeting. (Without the inspiration of Dr. Pankey’s Philosophy and the gratitude and appreciation of the many recipients, The Pankey Institute would not have come into being.) 
  • In his book about the beginning of the Institute, Dr. Loren Miller aptly wrote,                                                             “The Dream Had Become Reality.”

1970, In the Bahamas… the 9th Turning Point

  • In November of 1970, the ORS faculty met on a large schooner in the Bahamas.
  • Loren Miller and Harold Wirth had discussed the possibility of Loren devoting full time to the project of The Pankey Institute. Loren agreed only if Dr. Pankey would be pleased, and Dr. Pankey was very pleased.
  • While at anchor, Harold made the announcement that Loren will be Executive Director.
  • John Anderson said, “If Loren will do this, so will I,” which was met with great applause.
  • Loren served as Executive Director; John was Director of Education.

(Can you imagine that at 50 years of age, giving up your lucrative practice to follow a dream of creating a teaching institute with a radically new curriculum that had never been tried before — and asking your wife to leave her home and friends to move to a condo in Miami? These two men risked everything and dedicated their lives and fortunes to create a meaningful life for others… and changed Dentistry forever.)

 

  • The first class of the Pankey Institute was held in September 1972.

 

 

The Significance of It All

This story is significant because we learn the importance of the “Power of Purpose” that changes lives and leaves a lasting legacy that can better life for generations to come.

Love

 

 

Play

Work

First, make a firm Commitment (not a hope or wish).                        

Worship

Know Yourself

 

 

 

 

 

Apply Knowledge

Know Patient

Second, the daily Discipline

Know Work

to become a continual learner,

 

Hereditary Predisposition

Restorative              Dentistry

Nutrition

Total Patient Care

 

 

 

Periodontal Therapy

Third, Dedication to apply the principles of what you learned,

 

Finally,

 

Spiritual Health

 

 

Practice Health

Financial Health

Persistence to stay on the path of mastery                                                                                             to achieve your vision and purpose.

Personal Health

 

 

 

Set your goals high and continue your journey with a passion.
You can “Create a Life That Matters.”

 

 

 

 

References

  • Personal communication with Dr. L. D. Pankey, Dr. John Anderson, and Dr. Loren Miller.
  • A Philosophy of the Practice of Dentistry, Dr. L.D. Pankey and Dr. W. J. Davis (1985).
  • The L.D. Pankey Institute: How It Was Conceived, Believed and Achieved, Dr. H. Loren Miller (1993).

The Exceptional Dental Practice, Why Good Enough Isn’t Good Enough, Dr. M. William Lockard (2007)

True Grit

Posted on

By Paul Henny, DDS

Idabelle came from a small farm just outside of Norman, OK, and was the oldest of five children.  At age 14 her father died in a wood stove fire and circumstances demanded that she assume the leadership position in the family. She ran the farm, bailed the hay…you name it, she could do it.

 Idabelle loved her father, but had a rather contentious relationship with her mother, and at age 17 decided it was time to leave.  She boarded a train in 1912 and headed to Chicago with her 8th grade education and Oklahoma farm wisdom.

 Upon arrival, Idabelle decided that she wanted to become a lawyer, so she applied and was accepted to Law School.  For reasons which are currently unclear, she did not complete her studies and next moved to Detroit, another Midwestern boom town. There, Idabelle worked as a clerk for a prominent lawyer. Because of her training, and the fact that he was a drunk, she tried most of his cases in court, winning many.

 Later, she met Ralph and they married. Ralph was a gregarious insurance salesman who had climbed the ladder to middle management. Together they studied the insurance agency business and eventually started one of their own in Flint, Michigan.

 There seemed to be nothing that Idabelle could not do. Give her a scrap of fabric and her sewing machine and a beautiful outfit would appear…. She even took up bowling at the age of 65 after Ralph died, just to get herself out of the house. After joining a bowling league, she soon had a room filled with trophies, commonly bowling over 200.  A few years later,  her arthritis was so severe she could no longer bowl with her right hand.  Her solution? Start bowling with her left hand! And she soon started to dominate the league once again.

 Idabelle was short, barely five feet tall, soft spoken and humble. When she laughed it was from the belly, and never at you, just with you. She had this look…this twinkle in her eye that said…”I believe in you”.   She was my grandmother, and in my young world, she walked on water and could make it too. She shared her strengths with my mother who could have easily run GM with one hand tied behind her back. But instead, she (in spite of a Masters Degree in Early Childhood Education) chose to raise her three children instead. Two of us became dentists and my sister, became the CFO of the Indianapolis Zoo.

 To me that was a truly liberated woman looked like… powerful, confident, in control, but never needing to show it. From them I learned that I was loved, but also that I was nothing special. And that the only way I was going to get ahead in life was to try twice as hard and to never give up.

 Avrom King liked to call this aspect of character “grit. And grit is made not born. It is often born out of failure and the confidence which arises through overcoming it time and time again. It is also emerges from a strongly clarified self-concept facilitated by exceptional parenting. And it makes life easier,  as it eliminates a lot of bad choices right out of the gate.  “No, that simply does not work for me”…those kinds of choices.

 Not that long ago, grit was everywhere, but  I did not realize it until I started to tell others about my amazing grandmother.And when I did,  people would say…”Wow!  That’s pretty amazing!  Now, let me tell you what mine did!”

 Our culture has gotten off-track to a very significant degree…And by choice. But with just a little bit more grit, the corner can still be turned and the sun will shine again. And in spite of it being unfashionable to take chances, work hard, and assume responsibility for our decisions and actions, it is still the surest way to the top.

———————————————————————————————————————

                                             Thoughts for Living

Go Places amid the noise and haste, and remember what peace there may be in silence.

As far as possible, without surrenderstrive to be on good terms with all persons.

Speak your truth quietly and clearly; and listen to others, even the dull and ignorant; they too, have their story.

Avoid loud and aggressive persons; they are vexations to the spirit.

If you compare yourself to others, you may become vain and bitter; for always there will be greater and lesser persons than yourself.

Enjoy your achievements as well as your plans. Keep interested in your own career, however humble; it is a real possession in the changing fortunes of time.

Exercise caution in your business affairs; for the world is full of trickery. But let this not blind you to what virtue there is; many persons strive for high ideals; and everywhere life is full of heroism.

Be yourself. Especially, do not feign affection. Neither be cynical about love; for in the face of all aridity and disenchantment it is perennial as the grass.

Take kindly the counsel of years, gracefully surrendering the things of youth.

Nurture strength of spirit to shield you in sudden misfortune. But do not distress yourself with imaginings. Many fears are born of fatigue and loneliness. Beyond a wholesome discipline, be gentle with yourself.

You are a child of God. Find peace through accepting that His plan is unfolding as it should. Yours is not to know why, as only He knows the greater context and reason for everything.

Therefore through acceptance, be at peace with Him, and whatever your labors and aspirations, in the noisey confusion of life keep this peace and be assured, Strive to share His love and Peace with others.

 

               Adapted from Desiderata by Max Ehrmann  (1872-1945)

                                         

 

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