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 · 120 Lessons

  1. 1

    Welcome

    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!

  2. 2

    1.0 Demand Generation – Connecting with patients. How patients find you, trust you, and show up ready to decide

    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. (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

  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. (Included in full purchase)

      Invisalign Scan Day Calculator

  6. 6

    2.0 Case Acceptance System: 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. (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

  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 Efficiency System: 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 Operations & Delegation: Treating Patients 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. (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

  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 Performance Tracking: 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)

      Orthodontic Practice Profitability Calculator

    4. (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. (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

  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. (Included in full purchase)

      Patient VC Handout "Why Virtual Care"

    8. (Included in full purchase)

      Monitor Quiz

  22. 22

    6.0 Retention & Referrals: 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. (Included in full purchase)

      Vivera™ Retainer Subscription Brochure

    6. (Included in full purchase)

      Vivera™ Retainer Subscription Coordinator Guide

    7. (Included in full purchase)

      Vivera™ Retainer Subscription Calculator

    8. (Included in full purchase)

      Vivera™ Retainer Subscription Terms and Conditions

  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

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) Release Date: October 1, 2025 Review Date: October 1, 2025 Expiration Date: October 1, 2028 Instructors: Dr. Marta Baird, Dr. Sam Lee Refund Policy: Due to the digital nature of this course, all sales are final and no refunds will be issued. Commercial Support: None

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