Start with a template for your cases. End with a template for your practice.

SMARTA is the system we use to plan our Invisalign® cases and run our practices, with the education and community to put it to work in yours.

Choose how you want to join SMARTA

SMARTA gives orthodontists the treatment-planning system, education and support we use in our own practices. Both options include the SMARTA Comprehensive Template, the staging protocols, SMARTA Online, monthly live webinars and the private WhatsApp community.

SMARTA All Access

Treatment planning, education and ongoing support in one membership

$3,495

Your first year is included
$595/year thereafter


  • SMARTA Comprehensive Template
  • Staging protocols
  • SMARTA Online courses
  • Monthly live webinars
  • Private WhatsApp community
Learn more

SMARTA Mastery | Costa Rica

Hands-on training at Align Technology’s Costa Rica facility

$6,595

Your first year is included
Then $595/year for SMARTA All Access


  • Everything in SMARTA All Access
  • Two nights' hotel
  • One-on-one time with the Align CAD team
  • A behind-the-scenes look at what is in the template
  • Private WhatsApp group for your Costa Rica cohort
  • The Costa Rica trip is a one-time event
  • Flights not included
  • Optional excursion and extra nights available
Learn more

Renewal keeps the latest template version on your Align account. Memberships renew automatically each year. For orthodontists only. Prices are subject to change.

Real cases from Marta’s practice

See the difference on the same patient.

Each case shows three starting points. The first uses standard Global Clinical Preferences. The second uses the SMARTA Comprehensive Template. The third is the ClinCheck® Marta approved.

How close does each starting point get to the plan she approved?

Use it where you already treatment plan

1 In iTero, set it once as your default for patient simulations.

iTero Simulation Preferences with SMARTA Comprehensive Template selected

2 In FlexRx, choose it under Preferences when you submit each case.

FlexRx Preferences menu with SMARTA Comprehensive Template selected

Meet us at a live event

Our one-day live courses cover treatment planning, staging and how to write instructions to the CAD designer. Sam also covers practice systems for growing patients.

Boston, MAOctober 9, 2026
Montreal, QC, CanadaNovember 6, 2026
Learn how to register

A note from Dr. Marta Baird and Dr. Sam Lee

Why SMARTA exists

The shift to digital workflows was meant to give orthodontists more time. Instead, many of us found ourselves overwhelmed by ClinCheck®, digital planning and growing practice systems.

We built SMARTA so other orthodontists can skip the mistakes we made. The template, the staging protocols and the courses are the system we use in our own practices.

“You really can deliver excellent orthodontic outcomes at scale without digital systems taking over your day.”

Dr. Marta Baird

Meet the founders

Dr. Marta Baird

Pleasanton, California. Built a boutique orthodontic practice from the ground up, with systems designed for efficient operations, delegation, and consistent execution.

Dr. Sam Lee

Irvine, California. Built and scaled two private orthodontic practices through a strong focus on systems, efficiency and business performance.

Have a question?

Send us a note and the SMARTA team will get back to you.

Talk with the SMARTA team

Continuing education

SMARTA Ortho Solutions is a Nationally Approved PACE Program Provider. The continuing education hours, objectives and policies for each course are listed on that course’s page.

Concerns about CE activities may also be sent to the Academy of General Dentistry at agd.org.

SMARTA Ortho Solutions. Nationally Approved PACE Program Provider for FAGD/MAGD credit. Approval does not imply acceptance by any regulatory authority or AGD endorsement. 10/1/2025 to 9/30/2027. Provider ID# 437935