Merkaba Strategy & Health Advisors

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Merkaba Strategy & Health Advisors Merkaba was founded by two nationally recognized leaders, Kendra Flowers, RDH, BS, MSDH and Aimee Vail, RDH, BS, MHA/Ed.

who have held clinical, operational, and executive roles inside the organizations they now advise.

Buying a technology and adopting it are two separate events. Only the second one changes patient care.Most of us know th...
10/21/2026

Buying a technology and adopting it are two separate events. Only the second one changes patient care.

Most of us know the exercise bike that was bought with sincere intentions and now holds coats.

Dental innovation has the same gap. A signed contract or a finished install gets counted as success while the technology sits unused in the operatory.

Adoption runs on trust. Clinicians need to believe in it and see where it fits the care they already deliver.

Their hesitation is rational and earned. It deserves a direct answer.

The honest test comes after the install. Are clinicians choosing it without being reminded?

We guide dental tech startups, DSOs and healthcare innovators from discovery through full-scale clinical adoption. The finish line is clinicians choosing the technology in real patient care because they trust it.

Signing a distribution deal gives you permission to start earning traction with practitioners. The earning comes after t...
10/13/2026

Signing a distribution deal gives you permission to start earning traction with practitioners. The earning comes after the signature.

I lead market strategy and distribution partnership development at Merkaba. I have spent my career building channels across DSO networks, dental distributors and enterprise health systems, so innovative products can reach the practitioners who need them most.

A one-time win and lasting commercial traction are different outcomes. How the deal is structured largely decides which one a company ends up with.

The first question comes before the pitch. Which partner actually reaches the practitioners your product is for? Sometimes that is a DSO network. Sometimes it is a dental distributor or an enterprise health system. The answer shapes everything that follows.

Partner fit and deal structure deserve as much attention as the signature. They shape what happens long after the announcement fades.

If you are a founder lining up your next partnership conversation, think through fit and structure before you chase the next signature. That work is what turns a deal into traction.

Aimee Vail, Market Strategy & Distribution

10/01/2026

Aimee Vail and Kendra McKune celebrating the conclusion of their first event!

09/28/2026

💫 AND HERE WE GO. 💫

The MERKABA Dental Summit is officially underway in Dallas.

For months, we’ve been building toward one idea:

Innovation doesn’t transform patient care. People do.

Today, the people are at the intersection.

➡️ Clinical excellence meets innovation.
➡️ Ideas become understanding.
➡️ Understanding becomes confidence.
➡️ Confidence becomes implementation.
➡️ Implementation creates measurable impact.

DISCOVER → UNDERSTAND → EXPERIENCE → IMPLEMENT → MEASURE → TRANSFORM

That is the journey to Clinical Transformation many will experience today and tomorrow.

That is what happens when innovation moves beyond possibility and becomes something clinicians can actually use to change the way care is delivered.

Where innovation becomes clinical reality.

Better for providers.
Better for patients.

Welcome to the MERKABA experience.

📍 Dallas, Texas
MERKABA Dental Summit | September 28–29, 2026

🌟 SPEAKERS: Kendra Flowers Aimee Vail RDH MHA-Ed Thomas Passalacqua Scott Kalniz Shaunak Badheka, DMD Mara Grisham Crystal Spring Sierra Woods Nelson Lo Sandi Synstad, RDH 🌟

🌟 SPONSORS: Dykema Renfert USA 3Shape Prahsys DrBicuspid OraPath Opus Health SmileSip Willo Cleans PhoneNinjas AI JED.AI Cranberry USA GloboDent GCO Partners Ascend Professional Pathways Curaprox USA 🌟

🌟 Special Thanks: Brian A. Colao Jeremy N. Krell, DMD, MBA Tina Patterson Charlie Hagy Carolina (Rojas) Paduano Craig Villarreal Arturo Paiva Amber Lovatos John Soderberg Brandon Neary Misty Mattingly, RDH, BS, FADHA Misti Lenoir ME, RDH Eileen Day Steve Nobles Karishma Bhakta 🌟

09/28/2026

💫 TOMORROW, THE JOURNEY BEGINS. 💫

For months, we’ve shared the people, the ideas, the sessions and the vision behind the MERKABA Dental Summit.

But there’s one piece we haven’t shown you yet:

The journey.

DISCOVER →
UNDERSTAND →
EXPERIENCE →
IMPLEMENT →
MEASURE →
TRANSFORM 💫

Innovation alone doesn’t transform patient care.
People do.

When clinical excellence and innovation meet at the intersection, ideas become clinical reality — creating better outcomes for providers and better outcomes for patients.

Tomorrow, the creators of the summit, Kendra Flowers and Aimee Vail RDH MHA-Ed, and our expert speakers will take you through that journey.

MERKABA Dental Summit
September 28–29 | Dallas, Texas
13.5 CE Credits

🌟 SPEAKERS: Kendra Flowers Aimee Vail RDH MHA-Ed Thomas Passalacqua Scott Kalniz Shaunak Badheka, DMD Mara Grisham Crystal Spring Sierra Woods Nelson Lo Santosh Patel Sandi Synstad, RDH 🌟

🌟 SPONSORS: Dykema Renfert USA 3Shape Prahsys DrBicuspid OraPath Opus Health SmileSip Willo Cleans PhoneNinjas AI .AI Cranberry USA GloboDent GCO Partners Ascend Professional Pathways Curaprox USA 🌟

09/26/2026

💫 THE COMPANIES THAT HELPED MAKE THE MERKABA EXPERIENCE POSSIBLE 💫

CLINICAL EXCELLENCE
⭐ Curaprox USA ⭐ SmileSip ⭐ Cranberry USA ⭐

INNOVATION
⭐ 3Shape ⭐ Prahsys ⭐ PhoneNinjas AI ⭐ Renfert USA ⭐ Revere Partners ⭐ GloboDent ⭐ Opus Health ⭐

AT THE INTERSECTION
⭐ DrBicuspid ⭐ OraPath ⭐ Willo Cleans ⭐ JED.AI ⭐ GCO Partners ⭐ Ascend Professional Pathways ⭐ Dykema ⭐

🌟 Thank you for helping us bridge the gap between clinical excellence and innovation. 🌟

See you at the intersection.

MERKABA Dental Summit | September 28–29 | Dallas

🌟 SPEAKERS:
Kendra Flowers Aimee Vail RDH MHA-Ed Thomas Passalacqua Steve Nobles Scott Kalniz Shaunak Badheka, DMD Mara Grisham Crystal Spring Sierra Woods Nelson Lo Santosh Patel Sandi Synstad, RDH

🌟 Special Thanks:
Brian A. Colao Jeremy N. Krell, DMD, MBA Tina Patterson Charlie Hagy Carolina (Rojas) Paduano Craig Villarreal Arturo Paiva Amber Lovatos John Soderberg Carlos C. Caballero - Debt Management Specialist Brandon Neary Misty Mattingly, RDH, BS, FADHA

💫 OFFICIAL SPONSOR of MERKABA Dental Summit: Jed.AI 💫What happens when AI is built around the way a dentist actually thi...
09/26/2026

💫 OFFICIAL SPONSOR of MERKABA Dental Summit: Jed.AI 💫

What happens when AI is built around the way a dentist actually thinks and practices?

Jed.AI was co-founded by Dr. Nelson Lo, a practicing dentist with advanced surgical and prosthodontic experience, and Tony Pereira, whose background includes AWS and global communications and networking technology.

Together, they brought clinical judgment and AI engineering to the same table.

Working directly with dental teams, they identified real friction across the patient and provider experience — missed after-hours calls, hours spent documenting, disconnected messages, treatment hesitation, and diagnostic details that can be easy to miss.

The result is a dental AI suite built around those realities, including a 24/7 digital assistant, AI documentation, unified communications, clinical decision support, and AI-powered diagnostics — all grounded in the conservative, evidence-based clinical philosophy Dr. Lo brought to its development.

➡️ Clinical Excellence
➡️ Innovation
➡️ Clinical Transformation

This is what happens at the intersection.

The clinician understands the patient, the diagnosis, and the reality of care.

The technologist understands what AI can make possible.

Bring those perspectives together, and technology can be built around clinical reality instead of asking clinical reality to adapt to the technology.

As Jed.AI puts it, they think like a dentist first, technologist second.

Thank you, Jed.AI, Dr. Nelson Lo, and Tony Pereira for supporting the MERKABA Dental Summit and bringing both sides of the intersection together.

💫 Where Innovation Becomes Clinical Reality. 💫

MERKABA Dental Summit
September 28–29, 2026 | Dallas, Texas
12.5 CE Credits

💫 OFFICIAL SPONSOR of MERKABA Dental Summit: PhoneNinjas AI 💫The patient experience starts long before anyone sits in th...
09/26/2026

💫 OFFICIAL SPONSOR of MERKABA Dental Summit: PhoneNinjas AI 💫

The patient experience starts long before anyone sits in the chair.

It can start as early as a phone call. Some studies suggest up to 30% of calls to dentist offices are not answered.

PhoneNinjas AI provides 24/7 AI-powered answering services that can be trained around a business, answer incoming calls, communicate in English and Spanish, integrate with backend systems, and schedule appointments.

Dental practices are among many businesses already using the platform.

➡️ Innovation
➡️ Workflow Integration
➡️ Patient Experience

The connected patient journey does not begin with diagnosis or treatment.

It begins with the first interaction.

Technology has an opportunity to support the team, remove friction from the workflow, and make sure patients are still being served when the people in the practice cannot personally answer.

That is innovation meeting the reality of how care is actually delivered.

Thank you, PhoneNinjas AI, for supporting the MERKABA Dental Summit and bringing AI into the patient journey.

💫 Where Innovation Becomes Clinical Reality.

MERKABA Dental Summit
September 28–29, 2026 | Dallas, Texas
12.5 CE Credits

💫 OFFICIAL SPONSOR of MERKABA Dental Summit: Cranberry USA 💫Sometimes innovation happens in the technology everyone is t...
09/26/2026

💫 OFFICIAL SPONSOR of MERKABA Dental Summit: Cranberry USA 💫

Sometimes innovation happens in the technology everyone is talking about.

Sometimes it happens in the tools clinicians use all day, every day.

For more than 35 years, Cranberry USA has developed infection-control products for dental and medical professionals, including gloves, masks, and dental dams.

Its current innovations include biodegradable nitrile gloves and compact dispensing systems designed around hygiene, efficiency, sustainability, and the realities of clinical work.

➡️ Clinical Excellence
➡️ Chairside Reality
➡️ Provider Experience

Clinical Excellence is built through thousands of decisions and interactions that happen at the chair every day.

The tools clinicians depend on have to protect them, support the workflow, and allow their attention to stay where it belongs — on the patient.

Thank you, Cranberry USA, for supporting the MERKABA Dental Summit and bringing innovation directly into chairside reality.

💫 Better for providers. Better for patients. 💫

MERKABA Dental Summit
September 28–29, 2026 | Dallas, Texas
12.5 CE Credits

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Flowery Branch, GA

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