What doctors are saying

 

”
This course is packed full of practical information to make clear aligner therapy more efficient. It goes above and beyond with clever and executable practice building systems. I wouldn't expect anything less from some of the best minds in the Invisalign realm.
Orthodontist, private practice 

 

”
SMARTA turned my digital workflow from doctor-dependent chaos into predictable systems my team follows with confidence. I got my evenings back without giving up clinical control.
Orthodontist, private practice

 

A Complete System—Not Just a Set of Tips

Built by Orthodontists, For Orthodontists

Empower Your Team. Scale Without Burnout.

Inside the SMARTA Online Course

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 After SMARTA, doctors commonly report: ✅ More consistent treatment planning ✅ Fewer after-hours digital tasks ✅ Clearer delegation to their team

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.

Planning 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.

Dr. Marta Baird

Dr. Marta Baird runs a vibrant boutique orthodontic practice in Pleasanton, CA, where over 90% of patients are treated with Invisalign. She continually refines workflows and Invisalign techniques to streamline care and elevate outcomes. Beyond private practice, she teaches as an Assistant Clinical Professor at the University of the Pacific’s Arthur A. Dugoni School of Dentistry. As Course Director for “Foundations of Invisalign® and Digital Orthodontic Treatment Planning” and "Principles of Orthodontics," Dr. Baird brings clinical expertise and genuine enthusiasm to her teaching. Her mission is to craft systems that deliver stunning results with consistency, clarity, and efficiency.

Dr. Sam Lee

Dr. Samuel Lee is a Diplomate of the American Board of Orthodontics and a Diamond Plus Invisalign Provider. He co-manages two private practices and has served as a clinical assistant professor at USC’s Herman Ostrow School of Dentistry, where he also completed his orthodontic residency and Master’s in Oral Biology. With a strong focus on practice efficiency, systems design, and marketing strategy, Dr. Lee helps orthodontists streamline their workflows and scale their impact through thoughtful digital integration.

Curriculum

26 Chapters · 131 Lessons

    1. (Included in full purchase)

      Welcome to SMARTA Ortho Solutions: A Digital Orthodontic Operating System for Scalable Growth

    2. (Included in full purchase)

      Before we get started, we’d love to know a little about you. This helps us connect your learning with the right resources and support.

    3. (Included in full purchase)

      Get to know you

    4. (Included in full purchase)

      Let's get started!

    1. (Included in full purchase)

      Introduction to the Connect Foundation (3 min)

    1. (Included in full purchase)

      Introduction to Connect Key 1 (1 min)

    2. (Included in full purchase)

      Branding That Connects (3 min)

    3. (Included in full purchase)

      Define Your Practice Vision (7 min)

    4. (Included in full purchase)

      Build A Team That Lives The Brand (3 min)

    1. (Included in full purchase)

      Introduction to Connect Key 2 (2 min)

    2. (Included in full purchase)

      Community Engagement and Events (16 min)

    3. (Included in full purchase)

      Online Marketing That Connects (10 min)

    4. (Included in full purchase)

      Digital Connection using Social Media

    5. (Included in full purchase)

      Request for Partnership with a Business

    6. (Included in full purchase)

      Request for Partnership with a School Letter

    7. (Included in full purchase)

      PTA President's Club Welcome Letter

    1. (Included in full purchase)

      Introduction to Connect Key 3 (1 min)

    2. (Included in full purchase)

      Systematize Your Growth (11 min)

    3. (Included in full purchase)

      Measure What Works (4 min)

    4. (Included in full purchase)

      Create Events That Are Scalable (2 min)

    5. (Included in full purchase)

      Connect Foundation Quiz

    6. (Included in full purchase)

      Invisalign Scan Day Calculator

    1. (Included in full purchase)

      Introduction to the Scan Foundation (11 min)

    1. (Included in full purchase)

      Introduction to Scan Key 1 (1 min)

    2. (Included in full purchase)

      The Digital Snapshot - Getting Started (12 min)

    3. (Included in full purchase)

      Capturing Photos on the Invisalign® Practice App (4 min)

    4. (Included in full purchase)

      10 Pearls to Photo and Video Capture Success

    5. (Included in full purchase)

      Tools for Capturing High-Quality Photos in the Invisalign® Practice App

    6. (Included in full purchase)

      Invisalign® Practice App Photo Sequence and Lighting

    7. (Included in full purchase)

      Capturing Invisalign® Smile Video (4 min)

    8. (Included in full purchase)

      The Composite 8 (5 min)

    9. (Included in full purchase)

      Align™ Oral Health Suite For Treatment Coordinators (18 min)

    10. (Included in full purchase)

      Taking the next step (2 min)

    11. (Included in full purchase)

      Invisalign® Practice App Implementation Checklist

    12. (Included in full purchase)

      Treatment Coordinator Implementation Checklist

    1. (Included in full purchase)

      Introduction to Scan Key 2 (1 min)

    2. (Included in full purchase)

      Invisalign® Outcome Simulator Pro (12 min)

    3. (Included in full purchase)

      Invisalign Smile Architect™ on iTero® Scanner (10 min)

    4. (Included in full purchase)

      Align Oral Health Suite™ tools to sustain momentum (4 min)

    5. (Included in full purchase)

      New Patient Flow with iTero® scanner tools

    6. (Included in full purchase)

      Invisalign® Outcome Simulator Pro Implementation Checklist

    1. (Included in full purchase)

      Efficient Follow-Up Workflows (15 min)

    2. (Included in full purchase)

      Video Script to Patient

    3. (Included in full purchase)

      Follow up Implementation Checklist

    4. (Included in full purchase)

      Scan Foundation Quiz

    1. (Included in full purchase)

      Introduction to the Plan Foundation (2 min)

    1. (Included in full purchase)

      Introduction to Key 1 (4 min)

    2. (Included in full purchase)

      SmartForce™ Features (34 min)

    3. (Included in full purchase)

      SmartTrack™ Material (8 min)

    4. (Included in full purchase)

      SmartStage™ Technology (4 min)

    5. (Included in full purchase)

      Anchorage & Attachments (54 min)

    6. (Included in full purchase)

      Protocols by Occlusion Type (26 min)

    7. (Included in full purchase)

      Note about 2026 Updates

    8. (Included in full purchase)

      Deep Bite 2026 Update

    9. (Included in full purchase)

      Class II Teens MA/MAOB/Elastics 2026 Update

    10. (Included in full purchase)

      Class II Distalization 2026 Update

    11. (Included in full purchase)

      Evolve Your Systems (8 min)

    12. (Included in full purchase)

      SmartForce™ Feature Overview

    1. (Included in full purchase)

      Introduction to Key 2 (1 min)

    2. (Included in full purchase)

      ClinCheck® Checklist (27 min)

    3. (Included in full purchase)

      The ClinCheck Checklist 2026 Update (25 min)

    4. (Included in full purchase)

      Global Clinical Preferences and Invisalign® Personalized Plan (33 min)

    5. (Included in full purchase)

      CAD Time Multiplier

    1. (Included in full purchase)

      Invisalign Smile Architect™ (44 min)

    2. (Included in full purchase)

      Case Example: Invisalign Smile Architect™ (5 min)

    3. (Included in full purchase)

      Plan Foundation Quiz

    1. (Included in full purchase)

      Introduction to the Treat Foundation (2 min)

    1. (Included in full purchase)

      Introduction to Key 1 (1 min)

    2. (Included in full purchase)

      Getting the aligners delivered on time (8 min)

    3. (Included in full purchase)

      Systematize Bonding Day (19 min)

    1. (Included in full purchase)

      Introduction to Key 2 (10 min)

    2. (Included in full purchase)

      Interproximal Reduction Timing, Tools and Technique (20 min)

    3. (Included in full purchase)

      IPR Shopping List

    4. (Included in full purchase)

      Invisalign® Palatal Expander Protocol (14 min)

    5. (Included in full purchase)

      5 At-Home Keys to IPE Success Patient Guide - Dr. Lee

    6. (Included in full purchase)

      Invisalign® Mandibular Advancement with Occlusal Blocks (20 min)

    7. (Included in full purchase)

      CBCT Upload Step By Step Process (4 min)

    8. (Included in full purchase)

      Attachment Removal Procedure and Technique (11 min)

    9. (Included in full purchase)

      Debond Burs and Procedure PDF

    1. (Included in full purchase)

      Introduction to Key 3 (15 min)

    2. (Included in full purchase)

      Additional Aligner Scan Visit (6 min)

    3. (Included in full purchase)

      Additional Aligner Prescription Protocol (13 min)

    4. (Included in full purchase)

      Additional Aligner RX Types PDF

    5. (Included in full purchase)

      Additional Aligner Case Review Example (6 min)

    6. (Included in full purchase)

      Why Have An Invisalign Success Agreement (5 min)

    7. (Included in full purchase)

      Invisalign Success Agreement Sample

    8. (Included in full purchase)

      Treat Quiz

    1. (Included in full purchase)

      Introduction to the Monitor Foundation (3 min)

    1. (Included in full purchase)

      Introduction to Key 1 (3 min)

    2. (Included in full purchase)

      Optimizing Your Time (7 min)

    3. (Included in full purchase)

      Orthodontic Practice Profitability Calculator

    4. (Included in full purchase)

      Virtual Care As a Scheduling Leveler (9 min)

    1. (Included in full purchase)

      Introduction to Key 2 (1 min)

    2. (Included in full purchase)

      Identify the Role of Virtual Care Coordinator (5 min)

    3. (Included in full purchase)

      Virtual Care Coordinator Workflow (9 min)

    4. (Included in full purchase)

      Virtual Care Success Agreement

    5. (Included in full purchase)

      Virtual Care Program Coordinator's Guide

    6. (Included in full purchase)

      Virtual Care Coordinator Protocol Advanced

    7. (Included in full purchase)

      Virtual Care Coordinator Time Management

    8. (Included in full purchase)

      Patient Dismissal Letter

    1. (Included in full purchase)

      Introduction to Key 3 (1 min)

    2. (Included in full purchase)

      Virtual Care As A Relationship Builder (11 min)

    3. (Included in full purchase)

      Create Engagement with Virtual Care (12 min)

    4. (Included in full purchase)

      Team Instructions to onboard VC Patients

    5. (Included in full purchase)

      Patient VC Intro Packet

    6. (Included in full purchase)

      Invisalign® Virtual Care Instructions

    7. (Included in full purchase)

      Patient VC Handout "Why Virtual Care"

    8. (Included in full purchase)

      Monitor Quiz

    1. (Included in full purchase)

      Introduction to the Retain Foundation (5 min)

    1. (Included in full purchase)

      Introduction to Key 1 (2 min)

    2. (Included in full purchase)

      Why Vivera™ Outperforms Others (7 min)

    3. (Included in full purchase)

      Clinical Consistency and Patient Trust with Vivera™ (8 min)

    1. (Included in full purchase)

      Introduction to Key 2 (2 min)

    2. (Included in full purchase)

      Subscription Strategy and Revenue Model (8 min)

    3. (Included in full purchase)

      DSP Stage Limit Update 2026

    4. (Included in full purchase)

      Vivera™ Retainer Subscription Workflow and VRS Coordinator (9 min)

    5. (Included in full purchase)

      Vivera™ Retainer Subscription Growth Projections (4 min)

    6. (Included in full purchase)

      Edit and Print with Canva: Vivera™ Retainer Subscription Brochure

    7. (Included in full purchase)

      Vivera™ Retainer Subscription Coordinator Guide

    8. (Included in full purchase)

      Vivera™ Retainer Subscription Calculator

    9. (Included in full purchase)

      Vivera™ Retainer Subscription Terms and Conditions

    10. (Included in full purchase)

      Vivera™ Retainer Subscription Team Trouble Shooting Guide

    1. (Included in full purchase)

      Introduction to Key 3 (2 min)

    2. (Included in full purchase)

      Touch-Up Solutions That Bring Patients Back (11 min)

    3. (Included in full purchase)

      Marketing Events That Build Loyalty and Buzz (11 min)

    4. (Included in full purchase)

      Customizable Limited Treatment Terms and Conditions

    5. (Included in full purchase)

      Have you defined what 3-6 months or 6-8 months really means?

    6. (Included in full purchase)

      Touch-Up and Limited Treatment Guide

    7. (Included in full purchase)

      Retain Foundation Quiz

    1. (Included in full purchase)

      Thank you!

    2. (Included in full purchase)

      Course Evaluation

Course Objectives

At the conclusion of this activity, participants will be able to: 1. Standardize digital treatment planning — including ClinCheck treatment plan setup and Invisalign Personalized Plan customization — to improve the consistency and accuracy of planned tooth movement. 2. Apply defined team roles and delegation structures to routine clinical and administrative tasks while maintaining doctor oversight of treatment decisions. 3. Use virtual monitoring and appointment interval data to evaluate treatment progress and adjust scheduling and retention protocols accordingly.

AGD PACE-Approved Continuing Education Credits

Course Title: A Digital Orthodontic Operating System for Scalable Growth Format: Self-Instruction (recorded lecture series, accessed online) Educational Method: Self-Instruction (Recorded Lecture with Post-Test) CE Credit: 12 hours (AGD Subject Code: 370 – Orthodontics) Prerequisites: None Suggested participant level Practicing orthodontists and dentists who treat with clear aligners. Content assumes working familiarity with ClinCheck treatment planning; no prior coursework is required. Release Date: October 1, 2025 Review Date: October 1, 2025 Expiration Date: September 30, 2027 Instructors: Marta Baird, DDS, MSD and Samuel Lee, DDS, MSD (biographies above) Commercial Support: None Conflict of interest: Neither instructor has a financial relationship with Align Technology or with any other manufacturer whose products are discussed in this course. SMARTA Ortho Solutions is the program provider and sells this course. Refund policy: Due to the digital nature of this course, all sales are final and no refunds will be issued.

Ready to take the guesswork out of digital orthodontics?

Join us inside SMARTA and take the guesswork out of digital orthodontics—one foundation, one workflow, one transformation at a time.

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