A Partnership Charter: Part 1

March 30, 2018 Brad Weiss

In part 1 and 2 of this candid blog series, Dr. Brad Weiss discusses the dissolution of his partnership with an associate and how he believes others can avoid falling into similar situations.

In July, I finished my term as president of my rotary club. I termed it a “planned hardship,” much like a camping trip where you know you will be better for having experienced it.

Each week for the rotary club meetings, I ended them with Rotary’s Four Way Test: First, is it the truth? Second, is it fair to all concerned? Third, will it build goodwill and better friendships? Fourth, will it be beneficial to all concerned?  

My vision of what defines a successful partnership aligns with the rotary club mindset. I believe a partnership in the dental practice is where each of the four above criteria can be met. My patients are the ultimate beneficiaries of a well-functioning agreement.  

A Broken Dental Partnership

I am not a practice transitions expert, nor did I stay at a Holiday Inn last night, but I did go to the school of hard knocks. I have been an associate, worked as an employee for a corporate entity, shared space as my own S Corp, and eventually merged my small practice with a much larger one to become a 50-50 partner with an associate as our employee.  

There is shame attached to the failure of any relationship. As my partnership split after six-and-a-half years, mine is no exception. The more I tell my story, the more I hear such similar stories from other dentists. It is eerie and disappointing to know that more is not done to improve the odds of partnership success.  

My belief is that the shame attached keeps others from knowing how to avoid potential strife between two otherwise reasonable people.

To be continued…

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E1: Aesthetic & Functional Treatment Planning

DATE: July 17 2025 @ 8:00 am - July 20 2025 @ 2:30 pm

Location: The Pankey Institute

CE HOURS: 39

Dentist Tuition: $ 6800

Single Occupancy with Ensuite Private Bath (Per Night): $ 345

Transform your experience of practicing dentistry, increase predictability, profitability and fulfillment. The Essentials Series is the Key, and Aesthetic and Functional Treatment Planning is where your journey begins.  Following a system of…

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Brad Weiss

Following dental school, Brad practiced in Kenilworth and Winnetka and gained experience with Lasers and Computer Aided Design and Machined Dentistry. Brad continued his education and the L.D. Pankey Institute in Florida and is honored to be a part of the Visiting Faculty since 2008. Brad has also been co-facilitating a study group for dentists interested in developing relationship-based practices in Vancouver, B.C. since 2010. Brad practices in Evanston, IL.

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Individualizing the Hygiene Exam

March 28, 2018 Mary Osborne RDH

The hygiene exam can be a dreaded topic in the dental practice, especially if you’ve been dodging the issue for a while. Depending on your state, there may be specific rules or regulations about how the hygiene exam should be conducted. After meeting these rules though, it’s up to you to determine what style of hygiene exam best suits your goals.

Hygiene exams can complicate your relationship with hygienists if you don’t have an open dialogue about why you conduct them the way you do. There isn’t one right or wrong way to do things. That’s what makes it such a challenge for clinicians.

Conducting a More Effective Hygiene Exam

Commitment to your purpose should help you decide on how you want a hygiene exam to go. Most importantly, don’t do something you dislike simply because you think it’s the only option. Your obligation is to meet your patients’ needs while fulfilling your ethical or moral responsibility.

Patient expectations are where things get tricky. It doesn’t necessarily matter if your style is to put most of the responsibility in your hygienist’s hands or if you prefer to enact a thorough exam yourself. What does matter is that your patient knows what to expect and that you meet that expectation.

If you want to meet with patients for an in-depth exam, then schedule that time. If your hygienist will handle the majority of the exam, give them the tools and the training they need to feel confident. By the same token, if you want to check in on patients, but don’t want to do more than visit, then don’t even put on your gloves.

In the end, you can choose a combination of hygiene exam processes. Just keep your patients and your team informed.

How do you conduct hygiene exams in your practice and why? We’d love to hear from you!

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E2: Occlusal Appliances & Equilibration

DATE: April 6 2025 @ 8:00 am - April 10 2025 @ 2:30 pm

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Single Occupancy with Ensuite Private Bath (per night): $ 345

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Mary Osborne RDH

Mary is known internationally as a writer and speaker on patient care and communication. Her writing has been acclaimed in respected print and online publications. She is widely known at dental meetings in the U.S., Canada, and Europe as a knowledgeable and dynamic speaker. Her passion for dentistry inspires individuals and groups to bring the best of themselves to their work, and to fully embrace the difference they make in the lives of those they serve.

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A Peg Lateral, A Missing Tooth, and More

March 27, 2018 Richard Hunt DDS

Every patient has a story that makes their case unique. When we embrace their path to treatment and make an effort to understand their motivations, we can provide even more excellent care.

A great example of this simple lesson came in the form of my patient Anne. I knew Anne well, as she ‘grew up’ in our practice and had been a regular patient for many years. This fact added an unexpectedly challenging element to her case. I knew I needed to re-familiarize myself with her interests and background instead of taking our past relationship for granted.

Restorative Case For a Future Hygienist

Anne is nineteen and currently training to become a dental hygienist. Her personal dental experiences spurred her interest in the field. She’s excited to provide patient care that improves both oral health and self-image.

All of these details about Anne informed how I approached her treatment. Her primary esthetic concerns were a peg lateral #7 and a congenitally missing #10. She also had canted axial alignment, mottled enamel, and uneven gingival zeniths with a high smile line.

We decided on comprehensive restorative treatment approach that would correct these problems and provide her with a result she could readily show off. The treatment consisted of orthodontics, an implant for #10, and periodontal surgery to reposition gingival levels. We also moved ahead with occlusal equilibration and a diagnostic wax up.

To round out the case, we did tissue sculpting on #10 in addition to esthetic/functional testing and refinement via provisionals. Anne got beautiful e.max veneers on #5, 6, 7, 8, 9, 11 and 12. Finally, she got an implant supported e.max crown on #10.

Matt Roberts CDT handled the lab side of Anne’s case and did a stellar job. She can now go forth confidently into her career and help others embrace treatment that can change their lives.

What case put a smile on your face recently? We’d love to hear what you think in the comments! 

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DATE: December 5 2024 @ 8:00 am - December 7 2024 @ 1:00 pm

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Richard Hunt DDS

Dr. Richard Hunt is a native of Rocky Mount, NC and represents the third generation of dentists in the Hunt family. He earned his Doctor of Dental Surgery degree from the UNC School of Dentistry in 1989. Dr. Richard has served his profession as president of the NC Dental Society and the Dental Foundation of N.C. He is also a former chair of the Dental Assisting National Board. Dr. Hunt realizes the importance of life long learning and attends over 100 hours of continuing education every year in order to remain knowledgeable about current topics and techniques in his profession. In turn, he also enjoys teaching other dentists about the joy, happiness and satisfaction that can be achieved through patient care based on a trusting relationship and clinical excellence. Dr. Hunt has served as a member of the Visiting Faculty of the Pankey Institute for Advanced Dental Education in Key Biscayne, FL. since 2002. He returns regularly to teach dentists from around the world about the clinical and behavioral skills necessary to lead a progressive, health centered dental practice.

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Best Areas to Visit for the Full Miami Experience

March 23, 2018 Pankey Gram

Miami is a sprawling tropical metropolis dotted with palm trees and bright splashes of color. It has many different iconic neighborhoods such as Miami Beach and Little Havana.

That’s why it can be difficult to decide which face of Miami you want to see. European and art deco? Latin American and vibrant? Upscale and polished?

Here’s our guide to exploring the beautiful and always entertaining Miami:

Which Part of Miami Should You Visit?

1. Calle Ocho

This memorable street in Little Havana is known for good Cuban food and its unique atmosphere. The area is Cuban through and through, which will give you a taste of the culture without ever having to leave the country. While you’re in the area, check out Versailles restaurant for authentic Cuban cuisine.

2. Wynwood Art District

This is the hipster paradise of Miami, where you’ll find a multitude of art galleries and craft beer establishments. Visit Wynwood to soak in eclectic street art or grab a beer at a brewery like Concrete Beach.

3. Lincoln Road

Upscale Miami lies on a stretch of road referred to as ‘Lincoln’ that features all of the coffee shops and luxury stores you could ever want. It’ll be difficult to keep yourself from splurging in one of the boutiques.

4. Miami Beach

This is the area that most people associate with Miami. Its appearance has that distinct Miami look, complete with art deco buildings that are a delight to see.

5. South Beach

South Beach is retro Miami at its finest. It can be a bit touristy, but it does have fabulous restaurants and a breezy, relaxed sensibility. This is the place where you want to get a satisfying brunch before settling back at the beach.

What do you want to visit the next time you come to Pankey? Let us know in the comments! 

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Please Bring Your Smartphone: Part 3

March 21, 2018 Will Kelly DMD

It’s time to start thinking of smartphones as an asset rather than a detriment to dental practices. Yes, they can be distracting, but they can also pose great opportunities for connecting to a younger generation of patients. Ultimately, they can directly contribute to case acceptance and smoother communication with specialists. 

How to Use a Smartphone for Better Case Communication

Videotaping patients with an iPhone has changed how I practice, especially with interdisciplinary care. Here is how that often takes place in an exam:

“You know Mrs. Jones, we are so blessed to have Dr. Periodontist, Dr. Orthodontist, and my Lab Tech, Mr. Awesome, working together with us on this case. I think we learned some things today that are important to share with them, wouldn’t you agree? I’ve got an idea … would you mind if I recorded a short video to text to them? I think this will keep them up to speed and enable them to give any input as we move forward.”

I state the patient’s name and date, then start describing the situation. We show things from exam findings while the patient experiences them again, usually nodding their head in agreement. With the right patient, I get them to state what we found while recording the video. The whole time, I imagine the patient feels like they are holding the attention of all the members of the interdisciplinary team at once.

These videos are an awesome way to communicate with specialists and other members of the case team. With care and knowing your patient, the behavioral learning opportunity is priceless for them. Sometimes the behavioral pieces can even guide a team member.

As we grow, we must embrace the possibilities of our current reality. We experience and process the world differently now that it is through the filter of a little device in our pocket that connects our mind to the world.

Do you love or hate smartphones in your dental practice? 

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Master Your Skills Masters’ Week is a unique learning experience each and every year where we bring together a group of talented speakers to share on a range of topics….

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Will Kelly DMD

Dr. Will Kelly attended the North Carolina State University School of Design and received a BA in Communications. He went on to spend two additional years in post baccalaureate studies in Medical Sciences at both UNC Chapel Hill and Virginia Commonwealth University. Dr. Kelly graduated from the top ranked UNC School of Dentistry in 2004. His good hands and clinical abilities led to his being chosen as a teaching assistant to underclassmen in operative dentistry. In addition to clinical time in the dental school, Dr. Kelly had valuable experiences working in both the Durham VA Hospital and for the Indian Health Service in Wyoming. As a child, Dr. Kelly had the opportunity to assist his father on several dental mission trips in Haiti. After completing dental school, Dr. Kelly joined his father in private practice and served on the dental staff at Gaston Family Health Services, where he maintained a position on the board of directors. At this time Dr. Kelly also began his studies in advanced dentistry at the prestigious Pankey Institute in Miami, a continuing journey of learning that has shaped his philosophy and knowledge of the complexities of high-level dentistry. Today Dr. Kelly devotes over 100 hours a year studying with colleagues and mentors who are regarded as "Masters of Dentistry".

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Please Bring Your Smartphone: Part 2

March 19, 2018 Will Kelly DMD

In my last blog, I discussed the possible scenarios that could occur when your patient answers their phone during an appointment. Now, I’ll explore how you can leverage smartphones to your advantage in your dental practice.

Leveraging Smartphones in the Dental Practice

Which scenario would you hope might happen with you the most? Are these all valuable experiences? Do you KNOW YOUR PATIENT more by observing each behavior? Do you KNOW YOURSELF more from your level of engagement and influence on the outcome? How will you modify your future interactions for each patient from what you have learned?

Let’s face it, for the past couple of decades we’ve had it easy. If we chose, a whole wall could be filled with charts of Baby Boomer patients. Boomers are everywhere in great numbers, most have comprehensive needs, most have the means to care for themselves, most have a high level of trust. It was an ideal patient population and still is.

Now we have Millennials. Frankly, they are initially a tough personality for more seasoned practitioners to relate with (we look at them like spoiled kids). The stark reality is that they outnumber Boomers and have plenty of dental needs. They are the future of our workload.

To relate with Millennials, they need information fast. They need to see to believe and establish trust. Fortunately, they have a camera in their pocket. Sure, I still take my full photo series and we keep the intra-oral cameras in our rooms, but when I see the slightest glimmer of doubt in a Millennial, I ask if they can open the camera on their phone. Then I pull out a photo mirror.

It’s almost as if saving the image in their device’s storage is connecting to their memory bank. They look at it several times. They text the picture to friends and post on social media. They seek validation. From cracked teeth to gingival needs to caries – for my millennials, seeing is believing. (Now if I can keep them off social media while I’m prepping their teeth.)

Here are two photos of a tooth that a skeptical patient refused to crown because there were no symptoms. The “just fill it Doc” attitude changed with two simple snaps on their phone using a mouth mirror.

To be continued …

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DATE: February 27 2025 @ 8:00 am - March 3 2025 @ 2:30 pm

Location: The Pankey Institute

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Single Occupancy with Ensuite Private Bath (per night): $ 345

THIS COURSE IS SOLD OUT The purpose of this course is to help you develop mastery with complex cases involving advanced restorative procedures, precise sequencing and interdisciplinary coordination. Building on…

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Will Kelly DMD

Dr. Will Kelly attended the North Carolina State University School of Design and received a BA in Communications. He went on to spend two additional years in post baccalaureate studies in Medical Sciences at both UNC Chapel Hill and Virginia Commonwealth University. Dr. Kelly graduated from the top ranked UNC School of Dentistry in 2004. His good hands and clinical abilities led to his being chosen as a teaching assistant to underclassmen in operative dentistry. In addition to clinical time in the dental school, Dr. Kelly had valuable experiences working in both the Durham VA Hospital and for the Indian Health Service in Wyoming. As a child, Dr. Kelly had the opportunity to assist his father on several dental mission trips in Haiti. After completing dental school, Dr. Kelly joined his father in private practice and served on the dental staff at Gaston Family Health Services, where he maintained a position on the board of directors. At this time Dr. Kelly also began his studies in advanced dentistry at the prestigious Pankey Institute in Miami, a continuing journey of learning that has shaped his philosophy and knowledge of the complexities of high-level dentistry. Today Dr. Kelly devotes over 100 hours a year studying with colleagues and mentors who are regarded as "Masters of Dentistry".

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Please Bring Your Smartphone: Part 1

March 16, 2018 Will Kelly DMD

It’s been a decade and a half since I hung my shingle. While setting up and decorating my first office, I printed several signs stating, ‘PLEASE POWER DOWN CELL PHONES’ and strategically placed them around the office.

Why Smartphones Work in the Dental Practice

Fast forward to today and my attitude towards mobile devices in the office has taken an about-face. We now harness the power of having them in the clinical area. Where years ago we viewed smart devices as a distraction, today I acknowledge that they are a part of who we are and how we relate. Perhaps they even store some of our Cartesian sense of self within their connections to the cloud beyond them.

I’d love to share a few tricks that use smart devices for obvious uses in documentation and communication, but more importantly, impress their magical power as a tool in behavioral development and patient assessment.

Consider this: A consult appointment has reached a critical moment. You are knee to knee and eye to eye with your patient. Your diagnosis is clear and it is the opportunity to pass ownership of the patient’s condition to them. Your eyes are connected and gleaming — then a loud siren blares from the patient’s pocket.

There are several alternative versions of how this vignette continues . . .

1.  The patient giggles with embarrassment and says, “Sorry I didn’t turn that off Doc.”  

2. The patient halts your conversation, answers the phone with unapologetic alacrity, and discusses weekend plans with the caller, index finger up, signaling “hold-on.”

3. The patient gives a meek apology, answers a call, and speaks softly with their head down. When you return from checking hygiene, they explain that their mother is in hospice care.

4. The patient lowers their eyes, returns a text message, and gives a subtle nod as if they didn’t miss a word of your conversation.

To be continued …

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DATE: November 7 2024 @ 8:00 am - November 11 2024 @ 2:30 pm

Location: The Pankey Institute

CE HOURS: 44

Dentist Tuition: $ 7300

Single Occupancy with Ensuite Private Bath (per night): $ 290

THIS COURSE IS SOLD OUT The purpose of this course is to help you develop mastery with complex cases involving advanced restorative procedures, precise sequencing and interdisciplinary coordination. Building on…

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About Author

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Will Kelly DMD

Dr. Will Kelly attended the North Carolina State University School of Design and received a BA in Communications. He went on to spend two additional years in post baccalaureate studies in Medical Sciences at both UNC Chapel Hill and Virginia Commonwealth University. Dr. Kelly graduated from the top ranked UNC School of Dentistry in 2004. His good hands and clinical abilities led to his being chosen as a teaching assistant to underclassmen in operative dentistry. In addition to clinical time in the dental school, Dr. Kelly had valuable experiences working in both the Durham VA Hospital and for the Indian Health Service in Wyoming. As a child, Dr. Kelly had the opportunity to assist his father on several dental mission trips in Haiti. After completing dental school, Dr. Kelly joined his father in private practice and served on the dental staff at Gaston Family Health Services, where he maintained a position on the board of directors. At this time Dr. Kelly also began his studies in advanced dentistry at the prestigious Pankey Institute in Miami, a continuing journey of learning that has shaped his philosophy and knowledge of the complexities of high-level dentistry. Today Dr. Kelly devotes over 100 hours a year studying with colleagues and mentors who are regarded as "Masters of Dentistry".

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Communication Challenge: Patient Referrals

March 14, 2018 Pankey Gram

One of the keys to delivering meaningful patient care is upholding the power of relationships in all aspects of your work life. For example, clear communication in the patient referrals process can either make a patient feel doubly supported or leave them feeling insignificant.

So how do you foster good relationships with the specialists you refer to that improve patient trust?

Patient Referrals: Communication, Relationships, and Trust

It’s not uncommon for a dentist to refer their patient to a specialist, only for the patient to realize the specialist hasn’t been told anything about their unique case. This clumsy pass between health care professionals starts the patient off with a heightened level of distrust.

Then, the situation can be made even worse if what the patient learns from the specialist is very different from what their dentist told them. They can become frustrated by the inconsistency or angry that they are being given conflicting information.

The solution to this problem is as simple as it is difficult to enact consistently. Patients will develop increased trust with their general dentists if they are led to believe the general dentist is skilled at referring them to specialists.

Additionally, they should feel that their case is handled with great care in the transition period. Their general dentist should make the process smooth for everyone involved and communicate expectations with the specialist.

Patient trust is everything. They will not follow you on the path to more advanced or complex treatment, or even come to think of you as their long-term dentist, if they feel the relationship is built on shaky ground. Who you refer to and how you do it can either strengthen that relationship or do the exact opposite.

More than anything, you must show the patient you are very familiar with the specialist and advise the specialist about the patient in turn. The specialist’s office should then be able to affirm your relationship with the patient by providing complementary care and information.

When you and the specialists you refer to provide conflicting treatment plans or explanations, doubt inevitably creeps in.

How do you communicate effectively in the referrals process? 

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Commit to Complete Patient Satisfaction

March 12, 2018 Mary Osborne RDH

In life, there are few things that are truly a ‘guarantee.’ This word has been thrown around in sales speak for eons, but it’s also an empowering tool by which to build your dental practice. You may not be able to control the outcome of every aspect of your patient care. On the other hand, you can definitely commit to always going the extra mile to secure complete satisfaction.

What is a Guarantee in Dentistry?

Your practice culture should be defined verbally or in writing through your vision and mission. It should also be held as the unspoken, consistent values you communicate to staff and patients on a daily basis. You don’t need a cheesy catchphrase beneath your practice logo saying, ‘100% satisfaction or we’ll completely redo your dental work’ to make your service a guarantee.

But what does a guarantee look like in dentistry and why is it beneficial? Think of a guarantee as the powerful conviction that you stand behind your work and will continuously strive for exceptional service. If your motto is to exceed expectations and you make that clear to your patients, then you will go to any lengths to do exactly that.

Commit to Complete Satisfaction

A guarantee is an ethic of personal responsibility. It is your integrity and it will speak for itself in a hundred ways if you follow through. It means you will take the time to determine what satisfaction looks like for your patients. The main benefit of this is the development of a rock solid service reputation. You won’t have to go to the yellow pages for explicit ‘we guarantee it’ marketing. Word of mouth will snowball as your confidence in what you offer translates to how comfortable your staff and patients feel recommending you.

Excellence is a rarity fueled by integrity. Develop your patients’ and team members’ pride in your work by incorporating a guarantee into your dental practice culture.

How do you go above and beyond in your clinical care? 

Related Course

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About Author

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Mary Osborne RDH

Mary is known internationally as a writer and speaker on patient care and communication. Her writing has been acclaimed in respected print and online publications. She is widely known at dental meetings in the U.S., Canada, and Europe as a knowledgeable and dynamic speaker. Her passion for dentistry inspires individuals and groups to bring the best of themselves to their work, and to fully embrace the difference they make in the lives of those they serve.

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Starting a Dental Practice From Scratch: Part 2

March 9, 2018 Jason Hui DDS

After building my dental practice from scratch, my work life began to get more and more intense. I knew I had to slow down, but I didn’t know how until I decided to take a leap of faith and visit the Pankey Institute.

Creating a Work Life Vision at Pankey

At Essentials One, I was blown away by the faculty to student ratio. It was almost 1:1! The quality of the education was outstanding, but what I found most impressive was the encouragement, mentorship, and passion from all the faculty and staff.

Pankey taught me how to help my patients value dentistry, develop communication skills, and learn co-diagnosis. Most importantly, Pankey helped me create a vision of what I always knew I wanted — a low volume fee for service practice that allowed me to have a good family-work life balance.  

Returning to My Dental Practice Recharged

When I came back home from Essentials 1, I immediately stopped working six days a week. I started some training exercises with my team to show them what my vision was.

One month later, I went out of network with my first insurance plan. This plan was one of my biggest — it made up 25% of my patient base, but I was determined. Six months later, I evaluated our progress. We did not lose a single patient and our revenues had actually doubled. When I saw this, I went out of network with six more plans immediately. We were on a mission.

Today, two years after Essentials 1, I am only in network with one remaining plan. Our practice has continued to grow. We have worked less hours, seen almost half as many patients per day, and our practice revenues have increased.

Additionally, I have also taken more time off every year and taken more continuing education than I have in the past. My team continues to be excited in our journey together to achieving our professional and personal goals.  

My story is nothing special. I truly believe anybody can develop the clinical, leadership, and communication skills to create a successful relationship-based practice. For me, the Pankey Institute provided all the resources I needed. Pankey has changed my life. I hope to give back one day. 

What’s your dental practice story? Join the conversation in the comments! 

Related Course

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DATE: August 21 2025 @ 8:00 am - August 24 2025 @ 2:30 pm

Location: The Pankey Institute

CE HOURS: 39

Dentist Tuition: $ 6800

Single Occupancy with Ensuite Private Bath (Per Night): $ 345

Transform your experience of practicing dentistry, increase predictability, profitability and fulfillment. The Essentials Series is the Key, and Aesthetic and Functional Treatment Planning is where your journey begins.  Following a system of…

Learn More>

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Jason Hui DDS

Dr. Jason Hui earned his bachelor’s degrees in biology and business administration from the University of Texas at Dallas. Before graduating from Baylor College of Dentistry with his Doctorate of Dental Surgery, Dr. Jason received the “General Dentistry Award” and “Implant Award” for outstanding performance in both these areas. Dr. Jason has also received his Fellow in the Academy of General Dentistry (FAGD). Dr. Jason is also Board Certified with the American Board of Craniofacial Dental Sleep Medicine (DABCDSM). Dr. Jason Hui is currently an Adjunct Assistant Clinical Professor at Baylor College of Dentistry. Dr. Jason is active in the American Academy of Dental Sleep Medicine, American Academy of Craniofacial Pain, American Dental Association (ADA), Academy of General Dentistry (AGD), Texas Dental Association (TDA), and the Dallas County Dental Society (DCDS).

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