Selecting the right dental membership plan software shapes how your practice builds recurring revenue, reduces insurance dependency, and retains patients. Following Wellfit Technologies' acquisition in May 2025, many dental practices are evaluating their options. Clerri's platform delivers quantified patient behavior data, deep PMS integration, and proven enterprise scalability that helps practices make confident decisions about their membership strategy.
- Clerri serves 20,000+ dentists across 5,000+ independent practices and 200+ group practices, including 7 of the top 10 DSOs, while Launch Loyalty maintains over 1,000 office relationships.
- Clerri's documented "Membership Effect" shows members generate 76% more visits, 146% more procedures, and 172% higher cash production compared to when those same patients were uninsured.
- Clerri Bridge enables one-click enrollment directly within PMS schedule views, producing a 15%-20% average increase in new member sign-ups during beta testing.
- Clerri integrates with over 90% of PMS, including authorized Open Dental integration with sub-second data synchronization.
- Practices using Clerri see new patient retention increase from approximately 40% to 90% when patients enroll in membership plans.
Clerri operates as an all-in-one dental membership platform formed through the Kleer and Membersy merger, combining over a decade of combined experience serving dental practices. The platform enables practices to design, launch, and manage membership plans with direct PMS integration, automated workflows, and comprehensive growth services.
Launch Loyalty brings 15+ years of experience with an emphasis on customer relationships and customizable dental membership plans. Following the Wellfit Technologies acquisition, the platform now operates as "Launch Loyalty, powered by Wellfit," with service continuity maintained for existing customers during integration. The acquisition positions Launch Loyalty within Wellfit's broader payments and patient financing ecosystem.
The fundamental difference lies in data validation: Clerri provides quantified ROI metrics through its Membership Effect research, while practices can evaluate their growth potential before implementation.
Dental membership plans transform how patients engage with their oral health, but measuring that transformation separates effective platforms from theoretical ones. Clerri's Membership Effect documents specific behavioral changes across its network of practices.
What the data shows:
- Members complete 76% more visits compared to their previous behavior as cash-pay patients.
- Members accept 146% more procedures, addressing the treatment acceptance challenge that affects practice production.
- Cash production increases by 172% when comparing member revenue to pre-enrollment spending.
These metrics matter because 55.3% of practices cite insurance dependency as a top challenge holding back growth. Membership plans create an alternative revenue stream with predictable monthly income that practices control directly.
Industry research supports these findings. Membership patients typically show 85%-93% annual retention rates, compared to 41%-55% retention for uninsured patients without memberships. This retention differential translates directly to practice stability and lifetime patient value.
Clerri's data comes from averages across its practice network, giving dental teams concrete benchmarks rather than theoretical projections. View more customer stories demonstrating these results across different practice types and sizes.
Staff time represents one of the highest costs in dental practices, and membership enrollment traditionally requires toggling between systems, manual data entry, and inconsistent patient conversations. Clerri Bridge addresses these workflow challenges directly.
How Clerri Bridge works:
- Overlays existing PMS schedule views so staff never leave their primary workflow.
- Surfaces real-time enrollment opportunities by identifying uninsured and underinsured patients.
- Displays procedure-level breakdowns showing full price, member price, and savings amounts.
- Enables one-click enrollment by pulling patient information directly from the PMS.
Beta testing results validate the approach: practices saw a 15%-20% increase in new member sign-ups, and 73% of users rated the tool "extremely easy to use."
PMS integration depth:
Clerri connects with over 90% of PMS, including Dentrix, Dentrix Ascend, Dentrix Enterprise, Eaglesoft, Open Dental, Oryx, and XLDent. The recent Open Dental integration delivers sub-second data synchronization and simultaneous payment posting, eliminating the reconciliation delays that create administrative burden.
Explore the full list of integrations to verify compatibility with your current systems.
Software alone doesn't grow membership programs. Staff training, plan design, and ongoing optimization determine whether practices achieve their enrollment and revenue goals.
Clerri's growth services include:
- Custom plan design based on practice demographics, zip code analysis, and treatment philosophy.
- Team training through Clerri University, an on-demand learning management system covering dashboard navigation, enrollment tactics, and new hire onboarding.
- Rapid implementation demonstrated by GEN4 Dental Partners, which deployed across 40+ locations in 14 days and immediately enrolled 500+ members.
- Performance audits comparing practice results against industry benchmarks and peer performance.
- Bilingual support (English and Spanish) for both practice staff and members via email, phone, and chat.
The Clerri Rewards Program adds built-in motivation by recognizing staff members who successfully enroll patients, aligning individual incentives with practice growth objectives.
Launch Loyalty has built its reputation on customer service and relationship-focused support over 15+ years. Following the Wellfit acquisition, service continuity remains in place for existing customers.
Clerri's growth services extend beyond software to function as an embedded growth partner, particularly valuable for practices without dedicated marketing resources.
Scale matters when evaluating platform reliability and long-term viability. Clerri's market position demonstrates proven performance across the full spectrum of dental organization sizes.
Clerri's reach:
- 20,000+ dentists across all 50 states.
- 5,000+ independent practices with single-location operations.
- 200+ group practices managing multiple locations.
- 7 of 10 DSOs, including Heartland Dental, Smile Brands Inc., and TAG (The Aspen Group).
Documented DSO results:
- Great Lakes Dental Partners achieved a 95% enrollment increase compared to the prior year, with 91% year-over-year membership growth.
- 7 to 7 Dental & Orthodontics grew its membership base substantially, with members generating an 85% production increase compared to insured patients.
- SkyRidge Dental increased enrollment 8x, growing from 14 new members per year to 125 per year.
Launch Loyalty serves multiple DSOs and maintains over 1,000 office relationships, with the Wellfit acquisition adding scale to their operations.
Review the top membership platforms for additional context on how different solutions serve various practice sizes.
Dental practices face specific profitability pressures that membership plans can address when implemented strategically.
The problem: Stagnant insurance reimbursement rates don't keep pace with rising operational costs. More than half of all practices cite this dynamic as their primary growth constraint. Meanwhile, empty chair time from inconsistent patient visits and low treatment acceptance from coverage limitations compound the margin pressure.
How membership plans respond:
- Create recurring subscription revenue that covers fixed overhead (rent, equipment leases, staffing).
- Shift payer mix toward cash-pay patients who generate higher net revenue per visit.
- Remove patient barriers to treatment acceptance by providing clear savings on recommended procedures.
- Increase appointment consistency through the loyalty effect that membership creates.
Clerri's data shows this shift in action across its practice network. That production differential compounds across hundreds of member relationships.
The platform also addresses patient reactivation. With typical practices having significant numbers of dormant patients (no visit in 18+ months), membership offers a specific reason to return. Industry modeling suggests reactivating 10% of dormant patients via membership could generate substantial annual revenue.
Dental membership plans operate as discount medical plan programs, not insurance products. This distinction creates state-by-state regulatory requirements that practices must address to avoid compliance risks.
Clerri's compliance approach:
- Plans built to comply with applicable laws across all 50 states.
- Handles DMPO (Discount Medical Plan Organization), DPO, and Knox-Keene requirements in regulated states.
- Provides compliant plan agreements, marketing materials, and member communications.
- Continuously monitors regulatory changes and updates compliance handling.
Security certifications:
- HIPAA compliance for patient health information protection.
- PCI compliance for payment processing security.
- Encryption for data transmitted and stored within Clerri systems.
- Real-time monitoring, threat detection, and regular vulnerability assessments.
Launch Loyalty offers regulatory-compliant plans through customizable structures, with compliance handling as part of their service model.
For multi-state DSOs, compliance infrastructure becomes especially important. Clerri administers plans through Clerri LLC as a discount medical plan operator, with California plans administered by The CDI Group, Inc. to meet state-specific requirements.
Both platforms serve the dental membership market, but their strengths align with different practice priorities. Choose Clerri when your practice needs:
- Quantified ROI validation before implementation through Membership Effect data.
- Deep workflow integration that embeds enrollment into existing PMS schedules without system toggling.
- Enterprise scalability proven across 7 of the top 10 DSOs with rapid deployment capability.
- Comprehensive growth services including plan design, training, and ongoing performance optimization.
- Authorized PMS integrations with sub-second synchronization and automated payment posting.
For practices evaluating a membership platform transition or first-time implementation, Clerri's combination of data-driven results, workflow integration, and proven scale provides the strongest foundation for sustainable membership growth.
Frequently Asked Questions
What is the "Membership Effect" documented by Clerri?
The Membership Effect refers to Clerri's research showing quantified patient behavior changes when patients enroll in membership plans. Members generate 76% more visits, 146% more procedures, and 172% higher cash production compared to their previous behavior as uninsured or cash-pay patients. These metrics come from averages across Clerri's network of practices, providing benchmarks that help practices project potential ROI before implementation.
How does Clerri Bridge integrate with existing Practice Management Systems?
Clerri Bridge functions as a workflow overlay that sits directly on top of PMS schedule views. Staff can review patient coverage status, identify enrollment opportunities for uninsured patients, and complete one-click enrollment by pulling patient information from the PMS without re-keying data. The tool displays procedure-level savings breakdowns to facilitate patient conversations and works with over 90% of PMS.
Is a Clerri dental membership plan considered dental insurance?
No. Clerri membership plans are discount medical plan programs, not insurance products. Members pay periodic fees for access to discounts on specified dental services rendered by participating providers according to published fee schedules. Members pay providers directly for services. Plans are not qualified health plans under the Affordable Care Act and do not meet minimum creditable coverage requirements under Massachusetts law.
How does Clerri help practices with regulatory compliance for membership plans?
Clerri builds plans to comply with applicable laws across all 50 states, including DMPO, DPO, and Knox-Keene requirements in regulated states. The platform provides compliant plan agreements, marketing materials, and member communications. Clerri's team continuously monitors regulatory changes and updates compliance handling accordingly, reducing the burden on practices to track state-specific requirements independently.