When Dr. Matthew Karls and his wife, Dr. Sarah Karls, took over a 50-year-old practice from Matthew’s father, they recognized significant challenges to modernizing the business, including the sheer amount of PPOs they had to work with to process insurance claims.
The rates of payment through each PPO varied, making it complicated to calculate how much of a loss they’d face with each patient appointment. The write-offs for those losses were abundant, and the practice was not even being paid half of what they charged for certain treatments. And finally, getting all of the claims paid was extremely time-consuming for the staff.
Having heard about the success of implementing a membership plan from other practices, the Karls’ tasked Sue Hoyos, Insurance Coordinator, with putting a membership plan in place for their practice. And Clerri (formerly Kleer and Membersy) was that membership plan.
- Creating a profitable membership plan to help support their ultimate goal of dropping all of their PPOs
- Fast and easy implementation and onboarding process
- Comprehensive training and marketing support for each member of the team
- Improving treatment acceptance and overall patient engagement
Practice Profile
A software and support combo to make plan setup and pricing easy
From walking them through the fee schedule setup to perfecting plan pricing using Clerri’s proprietary SmartPricing™ algorithm, Clerri made the onboarding process super easy for the Karls team by providing the vital resources needed to implement a successful plan.
Fast and easy implementation and onboarding
Clerri’s turnkey platform and dedicated support team made the implementation and onboarding process fast, easy, and painless for the Karls team — putting to rest all of Sue’s original concerns about the potential for a difficult and time-consuming experience.
Training and marketing support to help drive membership plan sales
Clerri’s library of educational tools and resources designed to help office staff, hygienists, and assistants role play plus free marketing collateral showing patient savings proved to be very valuable — helping Sue and the entire Karls team get comfortable selling the plans to their patients.
When we first decided to implement the membership plan, we were worried that it would require a ton of time and effort on our end, but it’s actually made my job so much easier. It was so simple, Clerri made it so easy for us.
More than 300 patients enrolled, over $103k in recurring revenue
Within the first 14 months of establishing their Clerri-powered membership plan, the practice enrolled 311 patients, 82% of whom chose to pay annually, which has yielded $103,735 in annual revenue.
Skyrocketing treatment acceptance and more consistent patient visits
Thanks to the periodontal discount program that Karls built into their plans, the practice has seen a significant increase in perio treatment acceptance. They’re also seeing patients come in more consistently than they had in the past, showing up for regular checkups as recommended by their dentist.
18 PPOs DROPPED! Yes, you read that right.
Karls Family Dentistry didn’t just improve their bottom line — they accomplished their initially daunting task of dropping their PPOs, with little to no impact on patient retention. Since partnering with Clerri to implement a successful membership plan for their practice, Karls Family Dentistry has dropped all but two of the over 20 PPOs they had initially been working with, and they plan on dropping one more in the next four months. Take it from Karls — freedom from bad PPOs is possible with Clerri!
