Ortho PLAYBOOK

Who this would be perfect for:

Beginners: Not done fixed appliances yet

Gain essential skills + understanding to give serious beginners the confidence to navigate treatment planning effectively.

Intermediate: Treated several cases

Uncover the predictable strategies and proven techniques that specialists use to make it all look so easy.

Gain access to my most efficient ways of working so you can shortcut your learning curve and fast-tract your growth.

Advanced: Clinicians who want to level-up

Let me help you transform your practice by reinforcing the crucial foundations for success.

I aim to equip you with sound orthodontic principles and concepts that you can apply to all your treatment plans whether that’s with fixed appliances or clear aligners. I want your confidence to grow deeper and wider so that you can re-take control of your orthodontic cases from start to finish with a much deeper understanding of the core elements.

As you grow in confidence and skill I truly believe you can be empowered to handle cases that once felt out of reach, all while giving your patients the smiles they’ve been dreaming of.

What this course is not...

... a hands on course: it is completely online

It addresses the most important part of orthodontics... decision making but it is by no means sufficient to equip a complete novice to start treating patients. You should still do a hands-on course in orthodontics as this only covers treatment planning (arguably the most important part!)

But this course will definitely help you choose a suitable hands-on course as it will reveal which skills you want to develop, whether its the basic skills for beginners right through to more advanced skills as your confidence grows. Then you can critically appraise different courses to see if they will really meet your needs.

... a marketing & sales course

It doesn't cover any marketing or the art of closing leads at all. There are plenty of courses that do that stuff much better.

This course is purely about getting the best results for your patients by having the best treatment plan and the knowledge to adapt it as you go along.

Orthodontic principles are the same regardless of the system you chose to use so I will show you how these principles apply to both clear aligners and fixed appliance

I will go deeper with fixed appliances as this is my preferred appliance type because it gives me more control of a case, but more importantly, it will give you the best foundational knowledge of how orthodontics actually work so you can apply the same principles to both fixed appliances and clear aligners to deliver great results.

... a fixed appliance or aligner course: it covers orthodontic principles

The Curriculum

Ideal Occlusion

Malocclusion

Tooth Movement

Assessment + Records

Diagnosis / Problem List

Treatment Aims

Treatment Planning - Gearbox Method

Treatment Planning - Protocol

Crowding

Level + alignment

Overbite management

Canine + molar relationship

Incisor relationship + overjet

Centreline discrepancies + crossbites

Space closure

Finishing + detailing

Retention

Pathology

CLASS I

Core 1

Core 2

Core 3

Core 4

CLASS II

Core 5

Core 6

Core 7

Core 8

CLASS III

Core 9

Core 10

Core 11

Core 12

First things first: we’ll start with the basics and foundational concepts you need before even thinking about moving teeth. You need to know the starting point (malocclusion), the finish line (ideal occlusion) and the path to get there (tooth movement). In the Ideal Occlusion and Malocclusion sections, I’ll break down all the key terms and definitions with clear diagrams and photos. Then, in the Tooth Movement section, I’ll explain the biomechanics of how teeth actually move—don’t worry, I’ll stick to the important stuff and keep it simple with easy-to-follow illustrations. I’ll also highlight the crucial differences between how fixed appliances and clear aligners move teeth. This is a game-changer because once you fully understand how each system works, treatment planning will feel much more intuitive.

Next, we dive into the clinical side with the Assessment and Diagnosis sections. I’ll guide you through conducting a thorough ortho assessment and show you the key records you’ll need to build an accurate diagnosis—what we call the Problem List. This list outlines all aspects of the malocclusion, helping you and your patient decide which issues to treat and the type of finish to aim for—aka the treatment aims.

In the Treatment Aims section, I’ll teach you how to align the goals with your patient’s priorities, whether they want simple alignment, the shortest treatment time, or a perfect Class I finish. We’ll always start with the end in mind.

Then comes the heart of the course: the Treatment Planning sections. I’ve analyzed hundreds of cases to uncover the thought process behind every treatment plan I create, and I’ll break it down so you can do the same. I call it my Gearbox Method, which makes treatment planning simple, reliable, and predictable. You’ll see how to address every aspect of the malocclusion and create a complete plan efficiently.

In the Treatment Protocol section, I’ll share my go-to archwire sequences for various malocclusions. In the OrthoMECHANICS section, I’ll cover my favourite mechanics for common issues like rotations, palatally displaced teeth, deep bites, and open bites etc using fixed appliances. I’ll also cover common mechanics for clear aligners so you can apply the same principles regardless of the system you’re using.

Once you’ve mastered these, you’ll dive into my signature Core OrthoPLANS. These are the core strategies I rely on time and again, forming the foundation of nearly all my plans. To make these concepts stick, I’ll walk you through real-life cases and focus on fixed appliance plug-ins to give you a solid grounding. As a bonus, you’ll get access to OrthoREELS, where you’ll see some of these plans in action through visit-by-visit photo series. I’ll critique each step, showing how my practice has evolved over time and how I’d improve it further. By the end, you’ll confidently apply and adapt these foundational plans to any case, no matter which appliance or aligner system you prefer.

Finally, put it all into practice with my live Treatment Plan With Me (TPWM) webinars. You’ll create your own treatment plans for real cases and get my feedback, along with tips and tricks to avoid common pitfalls and achieve great results.

This program is designed to build your confidence in treatment planning and give you the foundation to create the beautiful smiles you envision. It’s more than a course—it’s a toolkit you can return to anytime, with lifetime access. I hope these strategies take the stress out of treatment planning and give you the clarity and confidence you need.

Enjoy, and happy planning! lol

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Class I : Non-X

Core 1