A Complete System—Not Just a Set of Tips

Built by Orthodontists, For Orthodontists

Empower Your Team. Scale Without Burnout.

Course Description

SMARTA Ortho Solutions is a comprehensive, step-by-step system designed to help orthodontists unlock the full potential of the Align™ Digital Platform. Built by practicing orthodontists, this program moves beyond theory to deliver practical, scalable solutions for every stage of the digital journey—from first click to final retainer. Through six foundations—Connect, Scan, Plan, Treat, Monitor, and Retain—you’ll build a fully integrated, team-driven workflow that increases efficiency, reduces refinements, and empowers your practice to grow without burnout. You’ll walk away with:     ✅ A repeatable system for patient acquisition and conversion     ✅  Confidence in your biomechanics and ClinCheck® planning     ✅ Tools that train your team to lead every visit with clarity     ✅ Digital workflows that improve outcomes and engagement     ✅ Scalable strategies for retention, virtual care, and recurring revenue     ✅ This isn’t just about giving you information. It’s about transforming how you practice.

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 "Clear Aligner Treatment" 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 · 114 Lessons

  1. 1

    Welcome

    1. (Included in full purchase)

      Welcome to SMARTA Ortho Solutions: Unlock The Full Potential of the Align™ Digital Platform

    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.

  2. 2

    1.0 Connect Foundation Introduction: Making Sure Patients Know Who You Are - And Why You Matter (3 min)

    1. (Included in full purchase)

      Introduction to the Connect Foundation (3 min)

  3. 3

    1.1 Connect Key 1 Solidify Your Business Brand (14 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)

  4. 4

    1.2 Connect Key 2: Tie your brand to the Align™ consumer marketing (28 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. Free - Digital Connection using Social Media Free preview
    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

  5. 5

    1.3 Connect Key 3: Build scalable marketing systems to keep the practice growing (18 min)

    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. 6

    2.0 Scan Foundation Introduction: A Mindset Shift – Your iTero™ Is More Than a Scanner (11 min)

    1. (Included in full purchase)

      Introduction to the Scan Foundation (11 min)

  7. 7

    2.1 Scan Key 1 The Digital Snapshot: How to Capture the Right Records in Minutes (46 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. Free - Tools for Capturing High-Quality Photos in the Invisalign® Practice App Free preview
    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

  8. 8

    2.2 Scan Key 2 Visualize to Motivate: Driving Decisions with iTero Tools (27 min)

    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

  9. 9

    2.3 Scan Key 3 Follow-Up That Closes the Loop (15 min)

    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

  10. 10

    3.0 Plan Foundation Introduction: A Systematic Approach to ClinCheck® Treatment Planning (2 min)

    1. (Included in full purchase)

      Introduction to the Plan Foundation (2 min)

  11. 11

    3.1 Plan Key 1 Invisalign Biomechanics (2 hours 18 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)

      StartTrack™ 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)

      Evolve Your Systems (8 min)

    8. (Included in full purchase)

      SmartForce™ Feature Overview

  12. 12

    3.2 Plan Key 2 Systematic Approach to ClinCheck® Treatment Planning (60 min)

    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)

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

  13. 13

    3.3 Plan Key 3 Invisalign Smile Architect™ (49 min)

    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

  14. 14

    4.0 Treat Foundation Introduction: From Plan to Practice: Building Systems that Support Your ClinCheck® Treatment Plan (2 min)

    1. (Included in full purchase)

      Introduction to the Treat Foundation (2 min)

  15. 15

    4.1 Treat Key 1 New Patient Experience (28 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)

  16. 16

    4.2 Treat Key 2 Systematize Your Visits - Chair Side Techniques (79 minutes)

    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. Free - IPR Shopping List Free preview
    4. (Included in full purchase)

      Invisalign® Palatal Expander Protocol (14 min)

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

  17. 17

    4.3 Treat Key 3 Managing Additional Aligners (45 min)

    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

  18. 18

    5.0 Monitor Foundation Introduction: Track with Purpose: Drive Progress and Practice Performance Through Digital Monitoring (3 min)

    1. (Included in full purchase)

      Introduction to the Monitor Foundation (3 min)

  19. 19

    5.1 Monitor Key 1 Schedule Optimization (19 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)

      Virtual Care As a Scheduling Leveler (9 min)

  20. 20

    5.2 Monitor Key 2: Virtual Care Coordinator (15 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. Free - Virtual Care Success Agreement Free preview
    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

  21. 21

    5.3 Monitor Key 3: Create Connection and Accountability With Virtual Care (24 min)

    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. Free - Patient VC Handout "Why Virtual Care" Free preview
    8. (Included in full purchase)

      Monitor Quiz

  22. 22

    6.0 Retain Foundation Introduction: Beyond the Finish Line: Turn Retention into Lasting Value and Touch-Up Opportunities (5 min)

    1. (Included in full purchase)

      Introduction to the Retain Foundation (5 min)

  23. 23

    6.1 Retain Key 1: Why Vivera™ retainers beat any other retainer (17 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)

  24. 24

    6.2 Retain Key 2: Build a Retainer Subscription Program (23 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)

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

    4. (Included in full purchase)

      Vivera™ Retainer Subscription Growth Projections (4 min)

    5. Free - Vivera™ Retainer Subscription Brochure Free preview
    6. (Included in full purchase)

      Retainer Subscription Coordinator Guide

  25. 25

    6.3 Retain Key 3: Pair Retention and Touch-Up Solutions With Marketing Events (24 min)

    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)

      Retain Foundation Quiz

  26. 26

    Closing

    1. (Included in full purchase)

      Thank you!

    2. (Included in full purchase)

      Course Evaluation

Ready to lead a team that runs digital orthodontics like a machine?

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

$2,595.00

Enroll now Free preview