Amy Shoumer’s team was seeking a way to streamline their in-house plan, which was manual, difficult to manage, and a significant burden to the office staff. Their goal was to find a trusted membership plan partner to strengthen practice performance, and Clerri (formerly Kleer and Membersy) helped them get there.
- Provide patients with a streamlined coverage alternative
- Reduce manual membership plan payment and benefit tracking
- Increase patient engagement and satisfaction
Practice Profile
Greater patient engagement, resulting in 2X more production
Dr. Shoumer’s membership patients show the highest engagement, with 91% of active patients having a scheduled visit, compared to 80% for insured, and just 44% for uninsured. These patients average more visits (2.6) and procedures (5.6) per patient, leading to the highest gross production ($1,499.88) and collections ($1,217.55). Members demonstrate higher plan utilization and ROI compared to uninsured who exhibit the lowest engagement, underscoring the challenges of not having a coverage benefit.
Dropped two PPOs with no impact on patient retention
The support and results from Clerri gave Dr. Shoumer’s team the confidence to go fully fee-for-service without the fear of losing patients. Their office is now driving continued patient loyalty exclusively through their Clerri-powered membership plan — making it easy for patients to stay with the practice they love.
We wanted something clean cut and pristine that was easy to understand and that's what [Kleer and Membersy] is to us.
Eliminate insurance reimbursement delays for patients
Amy Shoumer’s practice only accepted a few insurance policies, which left patients paying out of pocket for essential care and waiting on reimbursements from their provider. With Clerri, patients are able to access coverage and care immediately, so there are no waiting periods, claim submissions, or reimbursement delays — fostering a more positive patient experience.
Ability to catch missed membership payments and automate follow-up
While managing the legacy plan, there were multiple instances of missed payments and benefits going unnoticed and unrecorded. Tracking and reporting was done manually, in a binder, making it impossible to manage accurately. Now the team can automatically track member benefits used and remaining in the Practice Portal. Patients also receive email notifications to remind them of upcoming payments and to help resolve payment issues, so their team doesn’t have to.
Provide greater membership plan support to their team
Not having a go-to plan expert, put a toll on the team. Switching to Clerri was effortless, thanks to their dedication to onboarding and success. Clerri helped with everything from repricing and restructuring Dr. Shoumer’s existing plan to team training on how to utilize the Practice Portal and best engage patients. Plus, the team has continued support whenever they need it.
We really love having [Clerri] in our office, and I definitely think it's something that will stay with us in the entirety of our office life.
