The Challenge: Post-COVID Benefits Loss, Cancellations, and Administrative Overload
In 2021, Adamstown Family Dentistry faced a brutal truth. While new patients were increasing, existing patients were dropping off. Practice Administrator Sheri McVaugh found the reason was clear: Patients were losing their benefits due to job changes following the COVID-19 pandemic. Keeping the schedule full became a constant challenge.
The team spent countless hours trying to retain these patients, compounded by the overwhelming administrative burden of insurance claims, pre-authorizations, and payment postings. Sheri knew this manual chaos had to stop. To truly serve her patients and secure the practice’s future, they needed a transparent, reliable alternative that brought care closer to their community.
The Solution: The Effortless Choice with Clerri
Sheri and her team researched their options and decided to partner with Clerri. Clerri provided the software and support to launch and manage an in-house membership plan without adding operational complexity for the team.
- Transparency Built Trust: The plan’s simple design and clear marketing materials reduced patient confusion, and patients appreciated the straightforward plan design and clear expectations.
- Automation Freed the Team: Clerri reduced insurance-related follow-up by shifting more patients to membership and streamlining enrollment, renewals, and member management.
- Flexible Options: Patients can choose between monthly and yearly payment plans to help them budget for ongoing care.
Clerri has significantly reduced our administrative workload, allowing my team to focus more on our patients and less on paperwork. I strongly encourage any dental office to implement a membership plan, and I highly recommend Clerri as an outstanding solution.
The Results: Predictability and Patient Loyalty
Sheri and her team saw immediate results, with 25 patients enrolled, within the first two weeks, proving Clerri's effectiveness early on.
The impact went far beyond initial enrollment. The membership plan immediately created a culture of higher patient loyalty and commitment, which is the very foundation for growth through referrals.
- Treatment Acceptance Soared: The 15% membership discount proved to be a powerful motivator. It gave patients the financial security they needed to move forward with necessary restorative treatment, eliminating delays.
- Confidence Grew: With consistent membership revenue and a growing member base, Adamstown is less exposed to insurance volatility. The practice now has a reliable way to retain patients even when benefits change.
- Strategic Future: Sheri is already exploring the next opportunity: partnering with local small businesses to incorporate their membership plan into employee benefits packages. This forward-thinking approach is a testament to the endless growth opportunities that Clerri's solution has opened up for Adamstown Family Dentistry.
Adamstown Family Dentistry's success demonstrates that investing in an automated membership plan is not just about providing a better patient experience; it’s a strategic path to a more predictable, profitable practice.
