For Karina Diaz and the team at Midtown Dental Studio in Plantation Florida, the concept of a membership plan wasn’t new. They had been running an in-house program for years. However, they hit a ceiling familiar to many growing practices – their manual system was holding them back.
By partnering with Clerri, Midtown Dental Studio transformed its membership offering from an unreliable administrative task into a powerful engine for patient loyalty and clinical excellence.
The problem: Financial and operational friction
Before Clerri, Midtown Dental Studio managed everything manually. While the intent was right, the execution created significant friction points that stalled growth:
- Financial Friction: Patients were required to pay a full annual fee upfront. For their periodontal plan ($617), this was a major barrier. If a patient couldn’t afford the lump sum, they often delayed necessary care.
- Operational Friction: The team relied on manual notes within their PMS to track patient benefits, creating an administrative burden, prone to "human error." Without automated usage tracking, the practice faced significant revenue leakage, often performing procedures (like extra cleanings) for free simply because the manual count was inaccurate.
The solution: Flexibility and automation
Midtown Dental Studio turned to Clerri to modernize its approach. The transition was about shifting the practice philosophy from "administrative task" to "strategic growth lever."
- Monthly payment options: Switching from an upfront annual fee to smaller monthly payments, Midtown made dental health affordable without forcing patients into high-interest third-party financing.
- Seamless PMS integration: Replacing manual tracking with Clerri’s seamless Eaglesoft PMS integration to automate billing, patient enrollment, and eliminate revenue leakage and human error.
- Data-driven patient identification: Clerri’s Bridge integration helps them quickly identify which of their uninsured patients are the best fit for a plan before they even walk through the door.
- Team buy-in & incentives: Midtown Dental Studio implemented a "Grab Bag" bonus system in which team members earn rewards for every 25 sign-ups, fostering a culture where staff are proud and motivated to promote the plan’s value to patients.
The results: Real growth and better care
The impact of the switch was immediate. Within the first year, Midtown Dental Studio saw a significant increase in enrollment (+17%) and, more importantly, a massive jump in clinical production.
The very important patient (VIP) experience
Clerri enabled Midtown Dental Studio to stop treating members as "discount seekers" and start treating them as VIPs. Members now receive priority, creating a loyal relationship that insurance simply can't match.
Clinical wins: The implant story
The team at Midtown Dental Studio highlighted a specific story that revealed the true value of Clerri when a patient with poor-quality insurance needed an implant. Because the insurance reimbursement was negligible, the patient was frustrated. After the team explained the Clerri membership benefits, the patient dropped her insurance entirely to join the plan. She received the care she needed at a price she understood, and the practice secured a loyal, long-term patient.
I feel most proud of how much my team believes in the plan. When they talk to patients, I can tell the belief they have in it, which has allowed patients to get the care they need.
Future-proof comes standard
Inspired by the ease of the Clerri platform, Midtown Dental Studio is developing additional membership options to provide patients seeking more frequent cleanings with a premium experience.
By replacing manual PMS notes with a repeatable, automated system, Midtown Dental Studio has made growth feel achievable and less stressful, encouraging confidence in its success.
