The SMARTA System

No set sequence — online learning, live workshops, and coaching can be used independently or together.

  • SMARTA Live Workshops

    1-Day, in-person programs. Focused on high-impact education designed to immediately elevate how you use your digital orthodontic ecosystem in daily practice.

  • SMARTA Online Core Course

    A 12-hour AGD PACE–approved online curriculum that builds the foundation—principles, workflows, and systems—behind predictable Invisalign outcomes. Live event attendance is not required.

  • SMARTA Immersion

    An advanced, in-person immersion focused on building a customized Signature Treatment Plan (Invisalign Personalized Plan). SMARTA Online Course completion required.

  • SMARTA Doctor-to-Doctor Coaching

    SMARTA Coaching is personalized, doctor-to-doctor guidance designed to help you work SMARTA—not harder. We identify where your practice is losing efficiency across planning, operations, performance tracking, and growth, then build clear systems you can implement immediately for predictable, sustainable results.

2026 SMARTA Live Workshops

1 Day Live Events

Feb 6, 2026 · Seattle, WA
Apr 10, 2026 · Rockville, MD
Apr 24, 2026 · Denver, CO
May 8, 2026 · Dallas, TX
May 29, 2026 · Charlotte, NC
June 5, 2026 · Oak Brook, IL
October 15, 2026 · New York, NY
November 6, 2026 · Montreal, QC, Canada

Attend a SMARTA Live Workshop

Explore upcoming dates and learn how to register for a SMARTA Live Event.

Learn How to Register

Designed by Orthodontists. For Orthodontists.

Why We Built SMARTA

The shift to digital workflows was meant to give orthodontists more time. Instead, many found themselves overwhelmed by ClinCheck®, digital planning, and growing practice systems—often managing that work outside of office hours.

We have families and lives too. We’ve been there. We’ve made the mistakes—so we built SMARTA to help you avoid them.

Who It's For

SMARTA is for orthodontists who want to practice at a high clinical level while keeping digital workflows manageable inside a real practice.

“You really can deliver excellent orthodontic outcomes at scale without digital systems taking over your day.”— Dr. Marta Baird

The Challenges SMARTA Was Built For

  • Patients find your practice, but many still arrive unsure, unprepared, or shopping—making growth feel harder to predict than it should.

  • You spend real time explaining treatment, yet some patients hesitate or delay—not because they don’t need it, but because the message didn’t fully land.

  • ClinCheck® reviews take longer than expected, with too many decisions living in your head and each case feeling like a fresh start.

  • You want to delegate more, but key steps still come back to you because the systems aren’t clear enough for the team to run confidently.

  • Cases don’t always move the way you expect, and staying on top of progress can feel reactive instead of structured.

  • Once treatment ends, patients gradually disappear, and referrals feel hit-or-miss without a clear way to stay connected long-term.

Inside the SMARTA Online Course

Doctors report fewer after-hours planning tasks and clearer team execution within weeks.

6 Foundations

  • Demand Generation – Create patient entry systems that consistently bring in informed, ready-to-decide patients.

  • Case Acceptance – Run new patient exams with clarity and structure so clinical recommendations are understood and accepted.

  • Plan Efficiency – Plan cases with repeatable logic that reduces decision fatigue while maintaining predictable outcomes..

  • Operations & Delegation – Deliver treatment through defined workflows and team roles instead of doctor-driven workarounds.

  • Performance Tracking – Track progress using simple checkpoints that keep cases moving without micromanagement.

  • Retention & Referrals – Build retention and referral systems that sustain growth without constant outreach.

Course Structure

  • Learn through 18 modules built from short, focused video lessons. (Most lessons are 20–25 minutes and designed for busy clinical schedules)

  • Follow a consistent progression in every module:
    Why it matters → What to do → How to apply

Implementation Tools

  • Apply chairside scripts, treatment cards, patient instructions, and outreach templates using downloadable PDFs and editable files

  • Review ClinCheck® cases using defined review steps and decision frameworks across case types. 

  • Standardize workflows with checklists that reduce variability and rework

  • Share resources with your team to support consistent training and execution

Access & updates

  • Access the full course library for 12 months

  • Stay current with ongoing updates as digital tools continue to evolve


12 Hours of CE credit AGD PACE-approved