A battle against multi-office chaos
As the insurance manager for multiple locations, Paige Oberman described her role before Clerri with one word: "chaos." In addition to treatment eligibility, claims, billing, and compliance, Paige is also responsible for the practice’s membership plan.
Before switching to Clerri, Paige spent her days battling the heavy administrative burden of manual credit card management, inconsistent tracking across three offices, and the constant worry of losing patients whose memberships quietly expired without an automated renewal system. She needed a solution that would stabilize revenue and bring care closer to the large number of uninsured patients across all locations.
Membership automation and unmatched support
Paige needed a platform that reduced manual work and made membership easy to manage across offices. She chose Clerri for automation, centralized tracking, and responsive support.
- Automation: Clerri immediately automated payment processing and renewals, ending the manual chaos. The automated email renewal system provided a gentle nudge, directly incentivizing patient returns.
- Conversion strategy: The platform's option for monthly payment installments helped convert hesitant patients, who couldn't pay the full annual fee upfront, marking a significant step forward in patient care and management.
- Effortless scalability: Clerri provided the centralized tracking needed for a multi-office operation, relieving Paige and other staff of significant stress and allowing them to focus on patient care.
Clerri's automated process makes it so much easier for the patients to review and sign up for the plan on their own time, and it makes my job of tracking everything across three offices completely doable.
A confident path to membership growth
Clerri gave Pure Dental a clear path forward.
- Growth: Participating offices now have 1,962 active members (as of January 2026), with membership up 60%+ since January 2023. Automation and centralized tracking helped the team scale their program.
- Patient control and clarity: By bringing care closer, the plan has eliminated patient confusion. Members appreciate that, unlike traditional insurance, it has no exclusions, waiting periods, or limitations.
- Empowered management: Paige gained a centralized dashboard and the reliable support she needed to succeed. The result is a system that allows her to manage their revenue cycle effortlessly.
- Retention: Renewal rate holds at ~70% (as of January 2026), supported by automated reminders and documented communications.
The customer support that Clerri provides is something that you can't find. I don't care how good a platform is if you don't have the staff to back it. The Clerri team is always dedicated to resolving any issue. That is just invaluable to me.
