How One Practice Leveraged Clerri Membership Plans to Flourish Without PPOs

In the summer of 2020, patients faced unfamiliar challenges. Dental offices began reopening their doors, yet many people who had lost their jobs or switched professions during the pandemic lacked adequate dental coverage. The team at Tewksbury Dental Associates knew the current insurance-led dental care system wasn't working for anyone, and they wanted to ensure their patients had access to the care they needed without confusing terms or sacrificing affordability.

When the future felt uncertain, Tewksbury Dental Associates turned to Clerri to help them defy the odds, expanding access to care, reducing PPO dependence, and ensuring long-term practice resilience. Three years later, the partnership is still a resounding success.

• Provide existing patients with an alternative, affordable coverage option
• Comprehensive training and marketing support for each member of the team
• Create a price-optimized plan to support their ultimate goal of dropping PPOs

A software and support combo to make plan setup and pricing easy

With help from Clerri's powerful software and team of experts, Donna and her team were able to build custom plans that perfectly balanced patient and practice value.

Training and marketing resources to help drive membership plan adoption

Working directly with the Clerri (formerly Kleer and Membery) Customer Success team, the entire staff was trained on the platform. Plus, access to Clerri’s comprehensive library of educational and marketing material helped aid conversations with patients about membership value, creating multiple touchpoints to streamline enrollment.

Improved patient satisfaction and loyalty

At a time of uncertainty, Tewksbury Dental Associates was able to stay true to its values of ensuring patients have access to affordable, quality care through a membership plan solution that both incentivizes patients to maintain regular preventive care and affords additional treatment.

Skyhigh Renewals Over 80%

Clerri's platform has streamlined the entire front office experience. From posting payments directly in Dentrix PMS to automating member enrollment and renewals, Clerri has helped reduce time spent on manual tasks — including patient follow-up — maximizing plan engagement and member renewals.

Bye-Bye PPOs

As the leader of the front office team, Donna has worked to eliminate underperforming PPOs from their practice. Thanks to Clerri, the practice created a membership plan that successfully engages patients, mitigates attrition, and generates recurring revenue, allowing them to confidently become independent of insurance.

A Hassle-Free Revenue Stream

As a patient-centric practice, although profitability wasn’t the primary goal, having a recurring revenue stream that requires minimal effort has been a nice bonus for Donna and her team.