Invisalign 101 Start to Finish Putting it ALL together

Invisalign® 101: Start to Finish – Putting It ALL TogetherAn Exclusive Team Training Event

Join us for a hands-on, immersive session designed to elevate every department’s role in delivering outstanding clinical and financial results with Invisalign®.

Led by Roksana Schwartz of Clear Choice Consulting—an accomplished Blue Diamond Plus Tier Practice Manager and InvisLeader from St. Albert—this session will walk your entire team through the complete Invisalign® workflow, from start to finish. Understand how each department contributes to a seamless and profitable Invisalign® program through smart collaboration and clearly defined systems.

Whether you're just getting started or ready to refine your existing approach, this training is built to support your practice’s growth.

What You’ll Learn – Department-Specific Focus

Doctors

-How to empower your team and lead with clarity

-Aligning clinical goals with business success

-Driving treatment success through leadership and accountability

Office Managers / Treatment Coordinators / Admin

-Proven techniques for navigating insurance and optimizing direct billing

-Systems for tracking Invisalign® cases and patient progress

-Financial workflows that support long-term profitability

-Strategies for high-conversion financial consultations

-How to confidently present Invisalign® treatment

Hygienists

-How to confidently start the Invisalign® conversation

-Using the Problem → Consequence → Solution framework

-Incorporating the Oral Health Suite for co-diagnosis and engagement

Assistants

-Managing digital impressions and submitting Invisalign® cases

-Case insert and follow up

-Supporting virtual care and patient follow-ups

-Educating patients and enhancing treatment compliance

Whole-Team Collaboration

-Creating a unified, Invisalign®-focused team culture

-Streamlining handoffs and interdepartmental communication

-Real-world tips and tricks from a high-performing Diamond Plus practice

Learn from proven experts, gain practical takeaways, and participate in both lecture-style learning and hands-on activities. This engaging, team-based training is designed to give every role in your practice the tools to succeed with Invisalign®.

Lunch & refreshments provided

Recommended Attendees: Doctors, Office Managers, Treatment Coordinators, Admin Staff, Hygienists, and Assistants—anyone involved in Invisalign® care.

Host or Publisher Roksana Schwartz