12-Month Course Access

Provides:

  • 10-lesson course aimed to build skills in presenting treatment and financials to your patients with a focus on soft skills, conversion rate, and follow-up.
  • Course assessments to check progress and knowledge
  • 8 CE credits

Pre-Sale and will be available May 11th 2026

Price range: $800.00 through $880.00

The Academy of Treatment Coordinators 2: The Strategic Edge is an advanced, video-based online program designed for experienced Treatment Coordinators ready to elevate their role in today’s orthodontic practice. Created by leading consultant Tracy Martin, this course builds on the fundamentals and focuses on strategic thinking, stronger influence, and greater impact on practice growth.

In this next-level training, Tracy explores the psychology of today’s orthodontic patient, advanced communication and story-selling techniques, financial conversations, and ways to build trust without sounding scripted. The program also covers performance metrics, marketing alignment, follow-up systems, and how to use tools like AI to improve efficiency while maintaining authenticity. A key focus is helping TCs step into leadership—partnering with doctors, shaping team culture, and driving results.

If the original Academy taught you how to perform the role, The Strategic Edge is designed to help you lead it.

Meet your instructor

Tracey

Tracy Martin

With over 15 years of orthodontic experience, Tracy has worked in every role within a practice, from start-ups to multi-doctor offices, giving her a unique perspective on how to build strong, successful teams. She has developed proven methods for increasing case acceptance, improving office efficiency, and implementing standout marketing strategies that help practices thrive. Her passion lies in the business side of orthodontics and in empowering the team behind the doctor to deliver an exceptional patient experience.

As an author of several Trapezio courses, Tracy brings that same energy and expertise to training, office managers, treatment coordinators, patient coordinators, and clinical assistants to strengthen the “New Patient Experience” and enhance practice growth. She believes that when teams are confident, well-trained, and aligned, the entire practice benefits. Tracy’s forward-thinking approach combines traditional orthodontic principles with modern strategies to prepare the next generation of orthodontic teams for success. Through Trapezio’s role-specific, online training, her vision of stronger teams and better patient care continues to come to life.