Everything connected.
A membership plan touches your schedule, your billing, your claims, and how patients pay. Clerri connects all four so the whole workflow runs as one system, not four logins.
- The schedule Your PMS
The Clerri Bridge lives in the schedule your team already runs. 13 systems supported.
- The membership Clerri
Plans, enrollment, billing, and renewals, running in one place.
- The rails DentalXChange
Claims, eligibility, and payment information through one reliable channel.
- The financing Cherry
Patient financing pre-approved from the same screen as enrollment.
Clerri is the only membership platform connected across all four.
What that unlocks: pull unscheduled treatment every morning, show the savings chairside, and enroll and finance from one screen. See how practices use it
What each piece actually does
- The schedule
Your PMS
Member status, enrollment, and savings sit right in the schedule view of 13 supported systems, from Dentrix and Eaglesoft to Open Dental and Denticon. Nobody swivels between tools or re-keys a patient record, because the Bridge reads and writes where your team already works.
- The membership
Clerri
Payments rebill and renew on their own, reporting rolls up across every location, and the plan stays consistent whether you run one office or five hundred. A growth specialist designs and prices the plan around your patients before you ever go live.
- The rails
DentalXChange
DentalXChange has been modernizing dental claims since 1989 and connects to 1,400+ payers. Through that clearinghouse, eligibility checks happen in real time and remittance comes back without friction, so the administrative side keeps pace as your member base grows.
- The financing
Cherry
Staff run the pre-approval on the spot, right from the treatment plan view. A financing range comes back in seconds and stays valid for 60 days, the patient applies on their phone in about 30 seconds, and the practice receives payment for the treatment while Cherry manages checkout end to end.
The ecosystem keeps growing.
Clerri's API lets DSOs, PMS providers, and third-party developers build their own connections, with member data that stays accurate across every practice system. The four-company workflow is the start, not the ceiling.
What the ecosystem does for a single visit
Follow one patient from the morning pull to paid-for treatment.
- 01
The Bridge flags the visit
The morning pull shows a patient on today's schedule with unscheduled treatment in the chart.
- 02
The savings do the talking
Chairside, the team shows what the treatment costs as a member. The patient joins the plan on the same screen.
- 03
Financing in seconds
A Cherry pre-approval returns a range in seconds, and the patient applies on their phone in about 30 seconds.
- 04
Clean on the back end
Eligibility, claims, and payment information move through DentalXChange, and the practice gets paid without friction.
Ecosystem FAQs
Do I need to buy four products?
No. You get Clerri. The PMS is the one you already own, and the DentalXChange and Cherry connections are built into the platform, not separate contracts to manage.
Which practice management systems does this work with?
Thirteen systems and counting, from Dentrix and Eaglesoft to Open Dental, Denticon, and CareStack. See the full list on our integrations page.
Is there anything new for my team to log into?
No. The Bridge lives in your PMS, and Cherry pre-approvals start from the same screen as enrollment. There is nothing separate to open and no additional training required.
How does Cherry financing work for the patient?
Cherry uses soft credit checks that do not impact the patient's credit. The application takes about 30 seconds on their phone, approved ranges stay valid for 60 days, and Cherry manages checkout end to end.
See the whole workflow in one walkthrough.
Fifteen minutes, your PMS, and the numbers for a practice like yours.
Book a walkthrough