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May 22, 2025 42 mins

Are you ready to elevate your orthodontic practice while sidestepping legal pitfalls? Curious about harnessing AI ethically or managing patient challenges with confidence? Dive into this episode of The Golden Age of Orthodontics with hosts Dr. Leon Klempner and Amy Epstein, joined by Trey Lawrence, CEO of the AAO. We explore essential strategies for today’s orthodontists: navigating the complexities of social media to avoid HIPAA violations, crafting airtight informed consent processes to shield against malpractice, and responding to negative reviews without escalating risks. Trey shares critical advice for new grads on spotting contract red flags, like misleading non-compete clauses, and offers best practices for dismissing disruptive patients while protecting your staff and practice. Plus, we tackle the ethical and legal questions surrounding AI’s growing role in diagnosis, treatment planning, and marketing. There’s never been a better time to be an orthodontist—tune in to stay informed and thrive!

IN THIS EPISODE: 

  • (00:00) Protecting your practice isn't optional, it's essential
  • (07:27) Discussion of being an introvert and the impact that has on professionals
  • (12:35) Common legal blind spots for orthodontists are HIPAA violations and Social Media Litigation
  • (17:38) Trey Lawrence advises new grads or young associates on interviewing and job offers
  • (20:39) HIPAA laws on negative reviews, malpractice and informed consent
  • (30:38) Should you dismiss a patient, and if so, what is the best practice
  • (35:52) What legal and ethical questions should orthodontists consider regarding AI

KEY TAKEAWAYS: 

  • Orthodontists often overlook HIPAA violations on social media, such as disclosing patient information without consent, like naming patients or showing them in posts without proper authorization.
  • Young orthodontists should avoid mislabeled independent contractor agreements and unclear non-compete clauses, especially in multi-location practices, and seek affordable legal review before signing.
  • Avoid defending yourself online to prevent HIPAA violations; instead, use a curated response like, "There's been a misunderstanding, please contact our office," to begin an offline conversation.
  • Ensure informed consent involves direct doctor-patient interaction or at least an offer to discuss with the doctor, and document this process to strengthen legal defense against malpractice claims.

RESOURCE LINKS

People + Practice  - Website 

Leon - Email

Amy - Email

People + Practice - Email

AAO - Website

Trey Lawrence - The Orthattorney - Instagram

GUEST BIO: 

The AAO is thrilled to announce Trey Lawrence's appointment as its new Chief Executive Officer, effective March 1, 2024. Mr. Lawrence, a proven executive at the AAO, has successfully led the association’s advocacy and legal efforts and is poised to lead the organization to its next chapter of growth and innovation. 

“Trey Lawrence was a clear choice, and we are thrilled to have him take on the role as CEO,” said Myron Guymon, DDS, MS, AAO President. “We are confident that he is the...

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