Clerri supports Cloud9 Software through our data partnerships, so ortho and pediatric groups can offer membership without changing systems. Your team enrolls members with the same Clerri tools, and we confirm your exact setup before you commit.
No system switch and no overpromising. Here is what supported means for practices running Cloud9 Software.
Works with your system
Clerri supports Cloud9 Software through established data partnerships, so your practice can run membership without switching platforms.
Managed setup
The Clerri team handles the connection details and configuration for your practice, so your staff is not stuck doing technical work.
Same front-desk tools
Enrollment, the patient savings tool, and automated billing work the same way they do for every Clerri practice.
Guided onboarding
The Clerri growth team manages setup and training end to end, so going live is smooth for new and existing customers.
How it works
Four everyday moves, alongside Cloud9
The Clerri Bridge works with Cloud9 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, right alongside the Cloud9 schedule 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 carry over from Cloud9, so a new member is enrolled in seconds with no duplicate entry.
Inside the Clerri Bridge
Everything membership needs, working with Cloud9
Enrollment, patient savings, billing, marketing, and reporting, all working alongside the system your team already uses.
One-click enrollment
Enroll a patient in about 30 seconds, with their details carried over from Cloud9 so nothing is typed twice.
Right beside your schedule
Review insured, cash, and membership patients alongside the Cloud9 schedule your team already runs.
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 stay in step with Cloud9 through the supported connection.
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
Cloud9 integration FAQs
Is this a native Cloud9 integration?
No, and we will not tell you otherwise. Clerri supports Cloud9 Software through our data partnerships rather than a native, direct connection. In day-to-day use your team still gets the same enrollment flow, savings tool, and automated billing. Reach out and we will confirm exactly how it works for your setup.
What does the front desk actually see?
The Clerri Bridge surfaces membership-fit patients alongside your Cloud9 schedule. Your team can show a patient their savings by procedure, enroll them in about 30 seconds with no duplicate entry, and let billing and renewals run automatically.
Does our data end up living in two places?
No. Cloud9 stays the source of truth for your patient records. Clerri reads the details it needs through our data partnerships and keeps membership activity, payments, and balances in step, so your team never maintains the same record twice.
We are an ortho or pediatric group. Does Clerri fit?
Yes. Cloud9 is strong in orthodontic and pediatric groups, and membership suits both: families enroll once, and recall, observation, and treatment visits fit naturally into a plan your practice designs and controls.
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, and we confirm your exact Cloud9 configuration before anything goes live.
See Clerri running inside Cloud9.
Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and how the supported connection works for your Cloud9 setup, live.
