With 38 years of experience in the dental field, Nicky Rich, Associate Operations Manager at Bucks County Smiles, has been instrumental in delivering high-quality dental care to patients. Her passion for patient education, operational efficiency, and practice growth has significantly contributed to Bucks County Smiles’ success. Upon joining the practice, she found it deeply committed to patient education, team empowerment, and comprehensive care.
Bucks County Smiles has been unwavering in its commitment to patient care for over 40 years. The practice, known for its services like CEREC crowns, dental implants, and integrative dental medicine, prides itself on using cutting-edge technology and the latest techniques to ensure precision and efficiency for all its patients.
As a practice that values its patients and their oral health, it's committed to making dental services available to everyone. To support this, Bucks County Smiles offers a variety of insurance and financing options. However, like many practices, they faced a challenge: How do you offer uninsured patients a reliable, easy-to-manage membership plan to keep them coming back?
The Challenge: A manual, in-house loyalty program
For years, Bucks County Smiles offered an in-house loyalty program for uninsured patients. Patients paid $400 annually towards the plan, which covered essential preventive care such as checkups, cleanings, annual x-rays, and limited exams. However, the plan lacked structure, which caused the business to miss out on production and collections.
The in-house loyalty program lacked automated tracking, which led to patients falling through the cracks. Without a renewal system, they could not collect membership fees on time, resulting in a loss of revenue. In addition, the in-house program had limited visibility for members and the Bucks County Smiles team because it relied on creating manual notes, making it easy to miss pertinent information.
Nicky shared that when she began working at the practice, they encountered customer service issues: “When patients assumed they were still covered under a plan they purchased years ago, it became clear we needed better tracking and automation.”
Members generate 79% more production |compared to uninsured patients
The Solution: Transitioning to Clerri
Bucks County Smiles needed a more efficient, scalable system to address the challenges of their in-house program. The transition to Clerri was not just the solution but a welcome innovation that transformed the practice. The ability to track members and revenue meant no more missed payments or expired plans. Building and customizing care plans allowed the practice to implement plans for seniors, perio patients, adults, and children.
Explaining benefits and long-term savings has also become easier with simplified patient communication. “When we show patients the real savings of our membership plan compared to their old discount, they see the value immediately,” Nicki shared. Having stronger patient relationships and higher engagement helped to build efficiency and profitability.
Since transitioning to Clerri, Bucks County Smiles has seen an even bigger impact. The lower-cost membership plan allowed their senior patients to save more money, which means affordable care for retirees. A dedicated plan for perio patients allowed them to stay on track with their care and not skip essential maintenance visits.
As a practice committed to creating a better patient experience, patients could choose the best plan for their needs, making dental care more accessible and stress-free.“It’s about more than savings—it’s about helping patients get the care they need without financial barriers,” Nicky emphasized.
Seamless membership management for office staff
The Clerri Care Membership platform is designed to improve patient care and smooth out day-to-day operations for treatment coordinators and front desk teams. With a user-friendly practice portal, Bucks County Smiles can easily monitor patient enrollment and renewals instead of manually tracking plans.
Other features, like Clerri’s Dentrix integration, ensure that membership fees and discounts get automatically posted to accounts. Any staff member who needed to modify a patient plan could do so in seconds with the platform’s Version Control, so switching a patient from an adult plan to a perio plan is now simpler.
Having full control over plan management is a game-changer. We’re no longer chasing down payments or correcting billing issues—everything runs seamlessly.
Since transitioning to Clerri, Bucks County Smiles has seen more patients enroll and higher case acceptance rates. Uninsured patients can now opt for membership over insurance, with many patients recognizing that a membership is the smarter choice. Patients feel more confident moving forward with treatment, with less price resistance, when they see clear cost savings. “When patients realize they save more with our membership plan than with insurance, it’s an easy decision,” Nicky said.
A future built on growth and patient trust
Clerri has elevated Bucks County Smiles' patient experience, streamlined operations, and strengthened financial security. With better patient retention, higher treatment acceptance, and stronger financial security, no revenue gets left on the table. “We’re just getting started,” Nicky said. The more we integrate Clerri, the easier it becomes to show patients the value of staying with us for life.”
Are you looking to transform patient engagement and bring revenue back into your business? Contact our team for a free demo today!
