For orthodontists
SMARTA Ortho Solutions
Sam Lee and I built SMARTA to teach the digital workflow as one system. Six foundations, from how patients arrive to how they are retained. Each one is named for the outcome it produces.
The six foundations
One system, start to finish
Demand Generation
How patients find the practice, trust it, and arrive ready to decide.
Case Acceptance
Turning interest into commitment at the new patient exam. iTero, Smile Video and the Outcome Simulator.
Plan Efficiency
Confident, biomechanically precise ClinCheck planning. Fewer revision cycles.
Operations & Delegation
Delivering treatment without adding doctor time or overhead. Includes IPR protocols.
Performance Tracking
Virtual care as a system. Cases keep moving without being micromanaged.
Retention & Referrals
Retainers and subscription as recurring revenue.
Ways to work together
Courses and coaching
Online Course
At your own pace. Eighteen modules of short video lessons on the six foundations, with the scripts, checklists and treatment cards to put them to work. 12 hours of AGD PACE CE.
Explore the course →SMARTA Template
Your ClinCheck plans shouldn't start from scratch. Our treatment-planning rules, built into the starting point of every case.
See the template →One-on-One Coaching
One conversation instead of another course. A session with Sam or me on a specific case, or on how your practice runs.
Book a session →Lecturing and study clubs
I also lecture independently to societies, study clubs and residency programs on biomechanics, ClinCheck design and complex cases. Topics and recent engagements.