Retainer subscriptions that pay every month.  Turn every debond into recurring revenue — the coordinator role, the workflow, the numbers.

Touch-ups: your highest value per visit.  Limited treatment delivers the highest value per visit you can bill — if you know exactly where "limited" ends. We draw that line for you.

What's Included: Retainer Subscription Calculator · Coordinator Guide · Subscription Brochure · Retainer Subscription Terms & Conditions · Touch-Up & Limited Treatment Guide · Limited Treatment Terms & Conditions

We've been there — so you don't have to.

SMARTA was built by Dr. Marta Baird and Dr. Sam Lee — two practicing orthodontists who kept meeting the same problem from both the clinical and the practice side. We have families and lives too. We built the systems and put them in one place so you can skip ahead.

Curriculum

5 Chapters · 26 Lessons

    1. (Included in full purchase)

      Introduction to the Retain Foundation (5 min)

    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.

    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)

      Edit and Print with Canva: Vivera™ Post Card

    10. (Included in full purchase)

      Vivera™ Retainer Subscription Terms and Conditions

    11. (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

    1. (Included in full purchase)

      Retain Foundation Quiz (2 CE Units at completion of course)

    2. (Included in full purchase)

      Course Evaluation

    3. (Included in full purchase)

      Before You Go — Stay Current

    4. (Included in full purchase)

      This was one foundation. The system has six.

Retention & Referrals — $475 Self-paced. Team-ready. Yours to keep.

Recurring monthly revenue · Higher value per visit · Growth without more marketing spend · Fewer empty slots in slow months

$475.00

Enroll now

Course Objectives

Select retainer type and prescription features — including single- or dual-arch delivery, lingual wire handling, bite ramps, pontics, and interproximal contact tightening — appropriate to the finished case. Design a retainer subscription program for a practice, including allotment tier selection, per-aligner cost and revenue modeling, the enrollment workflow at debond and the four-month retainer check, and the coordinator role and tracking that support it. Plan retention and touch-up marketing campaigns, and apply case-selection criteria that distinguish limited touch-up treatment within the program's stage limit from cases requiring comprehensive treatment.

AGD PACE-Approved Continuing Education Credits

Course Title: Retention & Referrals: Beyond the Finish Line Format: Self-Instruction (recorded lecture series, accessed online) Educational Method: Self-Instruction (Recorded Lecture with Post-Test) CE Credit: 2 hours (AGD Subject Code: 550, Practice Management and Human Relations) Prerequisites: None Suggested participant level: Practicing orthodontists and general dentists, and the practice team members who run retention, treatment coordination, and patient communication. 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. Credit for doctors who also take the full course These lessons are also included in the SMARTA Online Course. The 2 hours awarded here are part of that course's 12 hours, not additional to them. A participant who completes both claims 12 hours in total.