THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rod@welchco.com
S U M M A R Y
DIARY: March 2, 2009 08:15 AM Monday;
Rod Welch
Meeting Doctor Graham 2nd opinion for dental repair tooth #2.
1...Summary/Objective
2...Richard Exceptional Dental Career Strong Citizenship
3...Patient History Dental Work in 2005 Initial Review
4...Tooth #2 Filling Failed in 2006 Eventually Portions Broke Off
5...Examination Indicates Extraction Minimal Solution
6...2nd Opinion Recommends Extraction Implant Tooth #2 Estimate $5K - $6K
7...Implant Tooth #2 Estimate $5K - $6K 2nd Opinion Recommends Extraction
8...Xrays Full Set to Support 2nd Opinion Process
9...Xrays Support Extraction of Tooth #2 Because Tooth #31 Crown
10...Front Tooth #7 or #8 Appears Dead May Require Replacement Xrays
11...Student Considering Dental School Discuss Continual Learning Model
12...Continual Learning Extends Traditional Practice of Continuing Education
13...Referral with Xrays for Meeting with Doctor Keith
14...Payment Deferred Pending Billing
15...Case Management Based on Doctor Graham's Second Opinion
..............
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CONTACTS
0202 - Graham Dental Offices O-00000887 0101
020201 - Mr. David A Graham, DDS; Dentist
020203 - Executive Office O-00000887 0101
SUBJECTS
Dental Examination Tooth #2 Broke OA 060310 2nd Opinion Investigate
1403 -
1403 - ..
1404 - Summary/Objective
1405 -
140501 - Follow up ref SDS 18 0000. ref SDS 17 0000.
140502 -
140503 - Excellent second opinion consultation today. Doctor Graham was warm
140504 - and generous remembering Richard. ref SDS 0 RV65 Initially discussed
140505 - three (3) options for repairing tooth #2. ref SDS 0 IS9O Examination
140506 - indicates minimal solution is an extraction, ref SDS 0 H64F, and costs
140507 - from $200 - $400. Implant would cost about $5K, ref SDS 0 H664,
140508 - confirming proposal by Olsen's office. The doctor seemed to indicate
140509 - xrays today showing a crown reduces the risk of tooth #31 extruding
140510 - that would otherwise occur from extracting tooth #2 without an
140511 - implant, ref SDS 0 0326, and so he would choose that course for his
140512 - own treatment. ref SDS 0 H68W Got a referral for Doctor Keith in
140513 - Walnut Creek to perform the extraction. Doctor Graham will submit a
140514 - letter confirming findings for second opinion today. ref SDS 0 FC7L
140515 -
140516 - [On 090303 2053 letter to Doctor Harris in Olsen Dental Offices
140517 - confirming meeting on 090306 0830 and clarifying scope to
140518 - perform extraction of tooth #2. ref SDS 19 O13H
140520 - ..
140521 - [On 090303 2113 called Richard and advised of good results
140522 - getting 2nd opinion from Doctor Graham. ref SDS 20 J16G
140524 - ..
140525 - [On 090306 0800 Doctor Meyer did the extraction with bone
140526 - grafts to facilitate implant later if needed. ref SDS 21 J55O
140528 - ..
140529 - [On 090310 0910 called Doctor Graham; he sent the 2nd opinion
140530 - letter on 090302, but there may be a computer system problem,
140531 - because it has not been received; thanked the doctor, and
140532 - advised a letter will be submitted, ref SDS 22 JS5G, for the
140533 - meeting on 090302, and implementation of his 2nd opinion at
140534 - Olsen Dental Services on 090306. ref SDS 21 0001
140536 - ..
140537 - [On 090312 0837 letter to Doctor Graham confirms work performed
140538 - by Olsen Dental Services; requests re-submission of 2nd opinon,
140539 - and requests invoice for consultation. ref SDS 23 Y16J
140540 -
140541 -
140542 -
140544 - ..
1406 -
1407 -
1408 - Background
1409 -
140901 - Repairing tooth #2 is reported on 090220. ref SDS 15 FQ5G
140902 -
140903 - At that time on 090220, Christi advised that Russ would review the
140904 - chart, and call to discuss scope and price.
140906 - ..
140907 - On 090223 Russ called this from Steve Olsen's office, to follow up the
140908 - request for proposal on 090220. ref SDS 15 F066
140910 - ..
140911 - Russell indicated tooth #2 would require an implant, and this would
140912 - cost about $5K to accomplish. ref SDS 16 VY7W Christi called back and
140913 - scheduled an initial meeting on 080306. Russ will spend an hour to
140914 - clean the teeth, and take some xrays. The Periodonist will make an
140915 - examination for 30 minutes.
140917 - ..
140918 - For this 1.5 hours of work, and xrays, the Olsen office will charge
140919 - $500. ref SDS 16 9Z7I
140921 - ..
140922 - This cost seems higher than original pricing proposed on 050518.
140923 - ref SDS 3 ZZ4M
140925 - ..
140926 - On 090223 called Richard and he indicated that tooth #2 often does not
140927 - require implant repair. He sometimes does only an extraction.
140928 - ref SDS 17 JW9O Richard suggested calling his dentist in Danville,
140929 - David Graham. Richard went to dental school with David, and has very
140930 - high regard for his work, especially because Doctor Graham continued
140931 - to teach dentistry, while running his own practice in Danville.
140933 - ..
140934 - On 090223 1118 called and scheduled meeting with Doctor Graham this
140935 - morning for 2nd opinion on repairing tooth #2. ref SDS 18 8V9O
140936 -
140937 -
140938 -
140940 - ..
1410 -
1411 -
1412 - Progress
1413 -
141301 - Had a little difficulty finding the location on La Gonda Way. The
141302 - professional center is closer to El Cerro than expected. Had to
141303 - cross El Cerro, then double back, and found Doctor Graham's office on
141304 - the right side of the street going North from El Cerro.
141305 -
141306 -
141307 -
1414 -
SUBJECTS
Dental Professional Exceptional Skills Citizenship Contributing Pers
2703 -
270401 - ..
270402 - Richard Exceptional Dental Career Strong Citizenship
270403 -
270404 - Follow up ref SDS 14 CZ7M.
270405 -
270406 - Met with the doctor initially in the lobby.
270408 - ..
270409 - Doctor Graham asked about Richard. He remembered Richard's success in
270410 - wrestling. The doctor admired Richard's high energy for life and
270411 - passion for excellence. He seemed aware that Richard had closed his
270412 - practice due to illness about 5 years ago. Doctor Graham also
270413 - remembered that despite being the biggest man in their class at the UC
270414 - Dental School in San Francisco, even with large hands Richard was the
270415 - best in the class performing delicate and intricate procedures
270416 - required for dental work.
270418 - ..
270419 - Discussed briefly Richard's exceptional citizenship, volunteering his
270420 - time and money coaching the Cupertino High School Wrestling team for
270421 - many years, while making a living with a dental practice. Doctor
270422 - Graham nodded saying "Richard has a heart as big as a house."
270423 -
270424 -
270425 -
2705 -
SUBJECTS
Patient History Tooth #2 Failure Context Prior Work Tooth #19 Root C
4203 -
420401 - ..
420402 - Patient History Dental Work in 2005 Initial Review
420403 -
420404 - Doctor Graham reviewed the record of prior work performed by Steve
420405 - Olsen's office in July 2005. Root canal on #19, completed on 050518,
420406 - ref SDS 3 ZZ4M, Crowns on #18 and #19, completed on 020707.
420407 - ref SDS 6 QT5I
420409 - ..
420410 - Commended Doctor Olsen, and Doctor Harris for general dentistry, and
420411 - Doctor Hasse's excellent work doing the root canal on 050519.
420412 - ref SDS 4 C476 Doctor Graham is not familiar with Steve Olsen's
420413 - practice in San Francisco.
420414 -
420416 - ..
420417 - Tooth #2 Filling Failed in 2006 Eventually Portions Broke Off
420418 -
420419 - Reviewed background reporting problems with tooth #2, shown in the
420420 - record on 060317. ref SDS 8 YR4J
420422 - ..
420423 - Considered options for tooth #2...
420424 -
420425 - 1. Grind the tooth down and leave in place, similar tooth
420426 - #31.
420427 -
420428 - 2. Extract tooth #2, presents risks of erruption tooth #31.
420430 - ..
420431 - 3. Implant new tooth #2 after extraction.
420433 - ..
420434 - During examination Doctor Graham was considerate of the achalasia
420435 - problem, diagnosed on 051202, ref SDS 7 5B5K, and which makes laying
420436 - back flat normally required for dental work, difficult by causing a
420437 - drowning condition. This was solved today by sitting at a more
420438 - elevated angle.
420439 -
420440 - [On 100325 0800 as a result of Heller Myotomy surgery on
420441 - 091216 at VA Medical Center in San Francisco, was able to
420442 - fully recline to facilitate dental procedures. ref SDS 24
420443 - SV6S
420444 -
420445 -
420446 -
4205 -
SUBJECTS
Examination Tooth #2 No Pain Extraction Cost $200 - $400 Minimal Sol
6103 -
610401 - ..
610402 - Examination Indicates Extraction Minimal Solution
610403 -
610404 - Examination showed the gum has partially covered the portion of tooth
610405 - #2 that broke off. This creates a serious risk of future infection,
610406 - and so requires at a minumum extraction, and possibly an implant is
610407 - needed. Doctor Graham asked if tooth #2 is painful, and indicated
610408 - that prolonged damage since 2006 would be expected to cause continuing
610409 - discomfort.
610411 - ..
610412 - So far, there has been no pain in the past 3 years, since the problem
610413 - started with the filling coming loose.
610415 - ..
610416 - The doctor asked why repairs were delayed for 3 years?
610418 - ..
610419 - This was an economic decision.
610421 - ..
610422 - Doing an implant after extraction is the most comprehensive, and risk
610423 - averse solution.
610425 - ..
610426 - Doctor Graham explained that a standard extraction of tooth #2 would
610427 - create an open space above tooth #31 that risks erruption occurring
610428 - over several years, say 2 - 5 years. This could eventually require
610429 - extracting tooth #31, and/or doing implants for both tooth #2 and
610430 - tooth #31. This part of analysis requires clarification.
610431 -
610432 - [...below xrays show tooth #31 has a crown, and so there is
610433 - much less risk of erruption if tooth #2 is extracted and is not
610434 - restored by implant. ref SDS 0 0326
610436 - ..
610437 - Cost of extraction alone seems to be $200 - $400. During the meeting,
610438 - the doctor called a colleague at a referral practice across town and
610439 - got a ballpark estimate for extraction.
610441 - ..
610442 - Doctor Graham prefers that for this extraction project he would rather
610443 - make the referral to another specialist, Doctor Keith, who does both
610444 - extractions and implants. He explained that Doctor Keith may strongly
610445 - recommend doing the implant. Even though at this time, the plan only
610446 - rquires extraction, he feels Doctor Keith is better able to do the
610447 - work in a way that facilitates the implant step, if needed later.
610449 - ..
610450 - Sounded like Doctor Keith is a former student of Doctor Graham's at
610451 - the UC dental college in San Francisco. There was also indication
610452 - that Doctor Keith attended Harvard for undergraduate work.
610453 -
610454 -
610455 -
6105 -
610501 -
6106 -
SUBJECTS
2nd Opinion Recommends Extraction Tooth #2 with Steps Enable Implant
7903 -
790401 - ..
790402 - 2nd Opinion Recommends Extraction Implant Tooth #2 Estimate $5K - $6K
790403 - Implant Tooth #2 Estimate $5K - $6K 2nd Opinion Recommends Extraction
790404 -
790405 - The doctor estimates the cost for an implant would run $5K - $6K,
790406 - similar to the estimate by Olsen's office on 090224. ref SDS 16 KT9I
790408 - ..
790409 - Doctor Graham explained that his examination today suggests the scope
790410 - of an implant for tooth #2 requires several extra steps, including a
790411 - CT scan to find collateral structures, like the sinus system, which
790412 - must be laid out to position implant roots in the jaw bone in a way
790413 - that does not damage such other systems. This aligns with Richard's
790414 - concern about requirements to avoid damaging the sinus system with an
790415 - implant for tooth #2, during the call last week on 090223. ref SDS 17
790416 - KU4L
790418 - ..
790419 - The doctor presented a great many technical issues that drive the
790420 - decision for the level of care needed in this case. It was difficult
790421 - to grasp details of this discussion.
790422 -
790423 - [...below, the doctor will submit a letter explaining technical
790424 - terms and clarifying 2nd opinion. ref SDS 0 FC7L
790426 - ..
790427 - The doctor indicated that, if he was the patient, he would choose
790428 - extraction with additional procedures that faciliate an implant later
790429 - if experience proves this is actually needed.
790430 -
790431 - [On 090303 2053 letter to Doctor Harris in Olsen Dental Offices
790432 - confirming meeting on 090306 0830 and clarifying scope to
790433 - perform extraction of tooth #2. ref SDS 19 O13H
790435 - ..
790436 - [On 090306 0800 Doctor Meyer did the extraction with bone
790437 - grafts to facilitate implant later if needed. ref SDS 21 J55O
790439 - ..
790440 - [On 090312 0837 letter to Doctor Graham confirms work performed
790441 - by Olsen Dental Services; requests re-submission of 2nd opinon,
790442 - and requests invoice for consultation. ref SDS 23 Y16J
790443 -
790444 -
790445 -
790446 -
790447 -
7905 -
SUBJECTS
Xrays Full Set Examination Tooth #2 Extraction Viable Choice 2nd Opi
9903 -
990401 - ..
990402 - Xrays Full Set to Support 2nd Opinion Process
990403 -
990404 - The doctor took xrays to evaluate requirements, and for submission
990405 - with the referral to Doctor Keith.
990407 - ..
990408 - Carol took a full set of xrays. One of the scans failed and had to
990409 - be done again. Xrays took about 20 minutes.
990410 -
990411 - [...below xrays show tooth #31 has a crown, and so there is
990412 - much less risk of erruption if tooth #2 is extracted and is not
990413 - restored by implant. ref SDS 0 0326
990414 -
990415 -
990417 - ..
990418 - Xrays Support Extraction of Tooth #2 Because Tooth #31 Crown
990419 -
990420 - Doctor Graham showed in the xrays that tooth #31 below tooth #2 has a
990421 - crown. He seemed to indicate there is less risk than initially cited
990422 - for tooth #31 to "errupt" into the open space from extracting tooth
990423 - #2, discussed above. ref SDS 0 H646
990425 - ..
990426 - This seems to increase cost the advantage of starting with an
990427 - extraction for tooth #2, per above. ref SDS 0 H68W
990428 -
990429 - [On 090306 0800 submitted xrays taken today by Doctor Graham to
990430 - support work on tooth #2. ref SDS 21 029N
990431 -
990432 - [On 090306 0800 Doctor Harris in the Olsen Dental Offices does not
990433 - rely on the crown to prevent tooth #31 from extruding into the
990434 - space created by removing tooth #2, and cites minimal contact from
990435 - degraded tooth #2 is sufficient to account for no evidence of
990436 - movement by tooth #31 during the 2 years this condition has
990437 - existed. ref SDS 21 O13H
990439 - ..
990440 - [On 090306 0800 Doctor Meyer, oral surgeon who performed
990441 - extraction of tooth #2, does not cite concern about tooth #31
990442 - errupting into the space from removing tooth #2. ref SDS 21 IK5R
990443 -
990444 -
990445 -
9905 -
SUBJECTS
Tooth #7 or #8 Dead Xrays Examination Appears May Require Replacemen
AJ03 -
AJ0401 - ..
AJ0402 - Front Tooth #7 or #8 Appears Dead May Require Replacement Xrays
AJ0403 -
AJ0404 - The doctor showed in the xrays dark coloration in the bone surrounding
AJ0405 - the root of tooth #7 or #8, and indicated that these xray findings
AJ0406 - occur when a tooth is "dead," and so should be replaced.
AJ0407 -
AJ0408 - xx
AJ0409 - 1111111
AJ0410 - 1234567890123456
AJ0411 - R L
AJ0412 - 3332222222222111
AJ0413 - 2109876543210987
AJ0415 - ..
AJ0416 - This seems similar to discussion with Steve on 050518 showing slight
AJ0417 - coloration surrounding the roots of tooth #19 to support
AJ0418 - recommendation to perform a root canal. ref SDS 3 FB7Y
AJ0419 -
AJ0420 - [On 090306 0800 examination reviewing xrays at the Olsen
AJ0421 - Dental Offices did not identify tooth #7 or #8 requiring
AJ0422 - replacement or any form of remedial work. ref SDS 21 OE4F
AJ0424 - ..
AJ0425 - [On 140416 0800 examination indicates tooth #9 may be dead;
AJ0426 - tooth #8 seems okay. ref SDS 25 IP40
AJ0427 -
AJ0428 -
AJ0429 -
AJ0430 -
AJ0431 -
AJ05 -
SUBJECTS
Education Innovation Student Consider Dental School Observe Daily Wo
B603 -
B60401 - ..
B60402 - Student Considering Dental School Discuss Continual Learning Model
B60403 - Continual Learning Extends Traditional Practice of Continuing Education
B60404 -
B60405 - During xrays and while waiting for scans to be processed and evaluated
B60406 - by Doctor Graham, talked to Amy.
B60408 - ..
B60409 - She recently graduated from UCLA. Amy is considering dental school,
B60410 - and so is in Doctor Graham's office today under a program to observe
B60411 - daily work. Understanding first hand details of the profession as a
B60412 - career helps reduce the dropout rate in dental school. Students can
B60413 - quit before they invest money and time, and then discover later that
B60414 - commitment to dentristy is not for them.
B60416 - ..
B60417 - Discussed briefly with Amy the knowledge management dilemma of
B60418 - children working hard for 16 years learning and applying literacy in
B60419 - order to be judged fit to land a job, and then spending the next 50
B60420 - years on the job avoiding literacy due to fear of being judged
B60421 - accountabile for mistakes, as set out in the record on 991108.
B60422 - ref SDS 2 TU8S
B60424 - ..
B60425 - Explained opportunity to use technology for augmenting intelligence by
B60426 - adding time, conext, and connection to improve common literacy, i.e.,
B60427 - reading and writing, explained in POIMS. ref OF 6 8555
B60429 - ..
B60430 - Doctor Graham overheard some of this discussion while treating another
B60431 - patient in an adjacent room. He interjected comments that continuing
B60432 - education will be important in the future, echoing the Toffler's ideas
B60433 - for coping with a rapidly changing world, reviewed on 950911.
B60434 - ref SDS 1 2222 Interenst in continuing education reflects Richard's
B60435 - comment a few days ago that Doctor Graham taught and may still be
B60436 - teaching at the UC Dental College.
B60438 - ..
B60439 - POIMS supports a model of "continual learning" by investing time to
B60440 - capture the record of daily work, ref OF 3 ZC6N, and "connect the
B60441 - dots" of cause and effect that turn information into the power of
B60442 - knowledge. ref OF 3 QP4F
B60444 - ..
B60445 - This makes a distinction between "education" as a formal process of
B60446 - professors and grades, and "learning" that occurs constantly from
B60447 - experience performing daily work in meetings, calls, and documents.
B60449 - ..
B60450 - Amy will check welchco.com to review Communication Metrics for using
B60451 - technology to augment intelligence.
B60452 -
B60453 -
B60454 -
B605 -
SUBJECTS
Referral Doctor Keith Extraction Tooth #2 Oral Surgery Evaluate Impl
BT03 -
BT0401 - ..
BT0402 - Referral with Xrays for Meeting with Doctor Keith
BT0403 -
BT0404 - Doctor Graham prepared a referral notice to...
BT0405 -
BT0406 - Scott E Keith, Prosthodontist
BT0407 - Maggie T Chao, Prosthodontist
BT0408 - Dental Implant Center
BT0409 - 1111 Civic Drive Suite 320
BT0410 - Walnut Creek, CA 925 935 4040
BT0411 - office@implantcenterwc.com
BT0412 -
BT0413 - [On 090303 2053 letter to Doctor Harris in Olsen
BT0414 - Dental Offices asking to implement Doctor Graham's
BT0415 - work plan. ref SDS 19 O13H
BT0417 - ..
BT0418 - Date: 090302
BT0420 - ..
BT0421 - Professional Services Requested
BT0422 -
BT0423 - Implant surgical evaluation Teeth #2
BT0425 - ..
BT0426 - Comments:
BT0427 -
BT0428 - Please remove non-restorable #2 and evaluate for
BT0429 - possible implant replacement. Graft?
BT0430 -
BT0431 - Thank you.
BT0433 - ..
BT0434 - Areas of Special Concern
BT0435 -
BT0436 - x
BT0437 - 1111111
BT0438 - 1234567890123456
BT0439 - R L
BT0440 - 3332222222222111
BT0441 - 2109876543210987
BT0443 - ..
BT0444 - Special Instructions...
BT0445 -
BT0446 - Contact patient to arrange appointment
BT0447 - Patient will call for appointment
BT0448 - Call before patient is seen
BT0449 -
BT0450 - Xrays will be sent
BT0451 -
BT0452 - Via email to:
BT0453 -
BT0454 - office@implantcenterwc.com
BT0456 - ..
BT0457 - x Xrays will be carried by patient
BT0458 - Xrays unavailable - please take
BT0459 -
BT0461 - ..
BT0462 - Referred by Doctor David Graham
BT0463 -
BT0464 -
BT0465 -
BT05 -
SUBJECTS
Payment Deferred Pending Billing Tooth #2 Extraction Implant 2nd Opi
C903 -
C90401 - ..
C90402 - Payment Deferred Pending Billing
C90403 -
C90404 - While waiting for xrays to be processed, asked Lynn at the front desk
C90405 - for an invoice to pay for the work today, including xrays.
C90406 -
C90407 - Lynn said that the doctor will advise her later about preparing an
C90408 - invoice, and this will be submitted for payment.
C90409 -
C90410 -
C90411 -
C905 -
SUBJECTS
Case Management 2nd Opinion Email Scope Work Required Referral Extra
CZ03 -
CZ0401 - ..
CZ0402 - Case Management Based on Doctor Graham's Second Opinion
CZ0403 -
CZ0404 - Thanked Doctor Graham for support today, and looking forward to
CZ0405 - resolving dental issues.
CZ0407 - ..
CZ0408 - Requested work plan, similar to UCSF proposal for Millie on 081016.
CZ0409 - ref SDS 13 BV9J The doctor used a lot of technical terms today that
CZ0410 - were not explained, and so cannot be remembered, per above,
CZ0411 - ref SDS 0 H68S, but are needed in the record for case management,
CZ0412 - including referral consultation with Doctor Keith.
CZ0413 -
CZ0414 - [On 090303 2053 letter to Doctor Harris in Olsen
CZ0415 - Dental Offices asking to implement Doctor Graham's
CZ0416 - work plan. ref SDS 19 O13H
CZ0418 - ..
CZ0419 - This evening after work at home, Doctor Graham will submit a report
CZ0420 - via email on his examination with recommendations and cost estimates
CZ0421 - for a work plan going forward, similar to the plan submitted by Olsen
CZ0422 - Dental Care on 050518. ref SDS 3 F85G This can be used to support
CZ0423 - meeting with Doctor Keith.
CZ0424 -
CZ0425 - [On 090310 0910 called Doctor Graham; he sent the
CZ0426 - 2nd opinion letter on 090302, but there may be a
CZ0427 - computer system problem, because it has not been
CZ0428 - received; thanked the doctor, and advised a letter
CZ0429 - will be submitted, ref SDS 22 JS5G, for the meeting
CZ0430 - on 090302, and implementation of his 2nd opinion at
CZ0431 - Olsen Dental Services on 090306. ref SDS 21 0001
CZ0432 -
CZ0433 -
CZ0434 -
CZ0435 -
CZ0436 -
CZ0437 -