Clerri connects to CareStack as an authorized integration partner, with real-time sync between the two systems. Your team enrolls members from the schedule view, and everything stays current automatically.
Clerri and CareStack launched an authorized, real-time integration in May 2026. Here is what that buys your practice.
Real-time sync
Patient information and schedules entered in CareStack appear in Clerri in real time, so there is no manual entry and no data drift.
Built with CareStack
The connection, launched in May 2026, is built and maintained with CareStack.
Security by design
An authorized connection keeps your practice in control of patient information, with HIPAA and PCI standards handled.
Guided onboarding
The Clerri growth team manages setup and the transition for existing and new customers, so going live is smooth.
How it works
Four everyday moves, right in CareStack
The Clerri Bridge sits on top of CareStack and turns membership into four simple steps your front desk already has time for.
01
Review every patient
See insured, cash, and membership patients at a glance in the CareStack schedule view your team already works in.
02
Spot the opportunity
Membership-fit patients surface automatically. No manual discount math, no writing treatment plans by hand.
03
Show the savings
An easy-to-present view breaks down each procedure by full price, member price, and savings, so the value is obvious.
04
Enroll in one click
Patient details pull straight from CareStack, so a new member is enrolled in seconds with no duplicate entry.
Inside the Clerri Bridge
Everything membership needs, inside CareStack
Enrollment, patient savings, billing, marketing, and reporting, all surfaced in the system your team already uses.
One-click enrollment
Enroll a patient in about 30 seconds, with their details pulled straight from CareStack.
Right in your schedule
Review insured, cash, and membership patients from the CareStack schedule view.
Patient savings tool
Show each procedure by full price, member price, and savings, so the value is obvious.
Automated insights
See which patients are the best fit for membership and act on opportunities immediately.
Payment posting
Membership payments and balances post back to CareStack automatically.
Benefits tracking
See which benefits a patient has used and what is still available, keeping schedules full.
Automated marketing
Personalized campaigns turn membership opportunities into enrolled, returning patients.
Membership performance
Compare plan performance against visits, case acceptance, and revenue in real time.
What offices tell us
What offices tell us
“
The PMS integration has been huge for us. Posting all of the payments is very time-consuming without it. With Clerri, it is all done automatically.
Jamie Helwig, Practice Manager, Newtown Dentistry
“
When half the schedule is membership, it makes me so happy. It is so easy to open the portal, see that they are current, and we are good to go.
Vanessa Petty, Office Manager, Benton Family Dentistry
Questions
CareStack integration FAQs
What does "authorized partner" mean for CareStack?
Clerri is an authorized CareStack integration partner, which means the connection is built and maintained with CareStack rather than through an unvetted workaround. It launched in May 2026 and syncs in real time, so patient details, schedules, and membership activity stay current between the two systems.
What does the front desk actually see?
The Clerri Bridge surfaces membership-fit patients right in the CareStack schedule view. Your team can show a patient their savings by procedure, enroll them in about 30 seconds with details pulled from CareStack, and let billing and renewals run automatically.
Does our data end up living in two places?
No. CareStack stays the source of truth. Clerri reads patient details from it and writes membership activity, payments, and balances back in real time, so your team never maintains the same record twice.
We already use Clerri and are on CareStack. What changes?
The authorized CareStack integration is recent, launched in May 2026, so if your office connected earlier, contact your account manager to move to it. The Clerri growth team manages the switch, and your plans, members, and billing carry over untouched.
How long does it take to go live?
For most practices, about two weeks. It is a light, guided setup managed by the Clerri growth team, not a system conversion.
See Clerri running inside CareStack.
Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and the real-time connection, live.
