Dental practices often struggle to consistently convert uninsured and dormant patients into membership enrollees. Manual outreach is time-consuming, inconsistent, and difficult to scale. Clerri’s Automated Marketing feature solves this by identifying eligible patients directly inside your PMS and launching personalized campaigns automatically.
You can opt-in to Clerri’s automated marketing feature directly in your Practice Portal. When you enable this feature Clerri's proprietary integration solution automatically identifies patients in your practice management software (PMS) that are a good fit for your membership plan, which includes:
- Active (visited your practice in the last year) Uninsured (no insurance)
- Dormant (not active) Uninsured
- Dormant Insured (have record of an insurer, but it has likely changed)
With your permission, Clerri will send personalized emails that engage patients through two of the following automated campaigns:
- Announcement Campaign: Five emails across 90 days to non-member patients to announce your membership plan.
- Seasonal Campaign: One email each quarter of the year to each non-member patient to remind them of the availability of your membership plan offering.
Clerri also tracks the response rates and results of each campaign to show you the impact it has on your success.
How to turn on automated marketing:
Current Clerri Pro customers who have PMS Sync Features enabled can turn on automated marketing by going to:
- “Product Settings”
- Click “Edit”
- Under “PMS Sync Features” click “Settings” under the Automated Marketing Column
- Check “Allow Automated Marketing to Your Patients”
- Check “Accept Automated Marketing Terms and Conditions”
- Check one or both of the campaign settings to begin marketing to patients.
Within a week eligible patients with valid emails will start to receive emails.
Put your brand front and center:
If your practice has Brand Personalization enabled, all email communication will be custom branded accordingly.
If nothing is preset OR Brand Personalization is disabled in your Clerri Portal, neutral branding will be applied, but your practice’s information will still be used (name, landing page, etc).
How automated marketing will impact your growth
This feature is part of Clerri’s expanded data-driven Patient Marketing and Member Engagement Toolkit, designed to bridge the gap between patient care and membership enrollment.
- It drives engagement across the patient spectrum. Campaigns are designed to be highly targeted based on patient behavior and coverage status — ensuring you're reaching the right patient at the right time to grow your dental membership plans for predictable recurring revenue.
- It delivers consistent compelling messaging with one click. Streamline your workflow, optimize your time, and minimize manual effort — helping you to grow your membership plan without taking away from patient care.
- It reengages more qualified patients. Research shows that 89% of uninsured patients express interest in an affordable dental care plan — even if they don't articulate it. Clerri unlocks potential for those patients, turning them into life-long members.
Learn more about the full Marketing Toolkit and treatment plan automation capabilities in our recent product announcement.
Behind the Numbers of Automated Marketing
Clerri regularly runs extensive tests and pilots to ensure new applications work properly and scale across 90%+ of all PMS systems. Clerri's automated marketing pilot included 4 geographically diverse practices with well established membership plans with at least 40 members. Over the course of the three month "announcement campaign" practices achieved the following results:
- 11 membership sales (on average) that could be directly tied back to email marketing through tracking each patient email “open” and “click” action.
- A 55% increase (on average) in membership sales during the time of the email marketing campaign.
- 70% of new memberships sold (on average) came from the Active Uninsured segment.
These results reflect what we consistently see when automated outreach is paired with a well-structured membership strategy. See how practices are scaling enrollment and production in real Customer Stories.
*Results were measured from the 4 practices and do not necessarily reflect results that would occur for every practice.
Automated marketing FAQs
What is automated dental membership marketing?
Automated dental membership marketing is a system that identifies patients in your practice who are most likely to benefit from a membership plan, and engages them with personalized, branded communication automatically.
Instead of manually pulling reports, exporting lists, and sending one-off emails, automated marketing integrates directly with your practice management software (PMS). It segments patients based on insurance status and activity level, then delivers structured campaigns designed to increase enrollment.
How does Clerri identify uninsured patients?
Clerri uses its proprietary PMS integration to securely sync relevant patient data from your practice management software.
Based on available data fields — such as insurance information, last visit date, and activity status — Clerri segments patients into targeted categories, including:
- Active uninsured patients (recent visits, no insurance on file)
- Dormant uninsured patients (no recent visits, no insurance)
- Dormant insured patients (insurance on record but likely inactive or outdated)
This segmentation allows practices to reach patients who are most likely to benefit from a membership plan — without manually reviewing charts or building spreadsheets.
The identification process runs automatically once PMS Sync Features are enabled.
How do I enable automated marketing in Clerri?
If you are a Clerri Pro customer with PMS Sync Features enabled, you can activate automated marketing directly inside your Practice Portal.
Steps:
- Navigate to Product Settings
- Click Edit
- Under PMS Sync Features, click Settings under the Automated Marketing column
- Check Allow Automated Marketing to Your Patients
- Accept the Automated Marketing Terms and Conditions
- Select one or both campaign types (Announcement and/or Seasonal)
Once enabled, eligible patients with valid email addresses will begin receiving communications within approximately one week.
What results can practices expect from automated membership campaigns?
Results vary by practice size, patient demographics, and existing membership adoption. However, in Clerri pilot programs:
- Practices saw an average 55% increase in membership sales during the campaign period
- An average of 11 new memberships were directly attributed to campaign engagement
- 70% of new enrollments came from active uninsured patients
These results were measured across four geographically diverse practices with established membership programs.
Is automated marketing compliant with patient privacy regulations?
Clerri’s automated marketing operates within the same secure infrastructure used to manage membership enrollment, billing, and compliance.
Because the feature leverages PMS integration and patient data, it is designed to operate in alignment with applicable healthcare privacy standards and consent requirements.
Practices must:
- Enable the feature voluntarily
- Accept marketing terms and conditions
- Ensure they are authorized to communicate with patients via email
All communications are sent on behalf of the practice and can be branded accordingly.
For detailed compliance questions specific to your state or organization, Clerri’s team can provide additional guidance.
Get Started Today
Enable Automated Marketing inside your Practice Portal today — or request a demo to see how Clerri’s membership marketing ecosystem works at scale.
Not a Clerri Pro Customer yet? Click here to send us an upgrade request.
This post was originally published on kleer.com and has been updated since September 5, 2025.
