7 to 7 Dental & Orthodontics was looking for a scalable membership platform that could support multi-site expansion and an ambitious goal of having 30% of their patients on a membership plan.
The results speak for themselves:
- Membership revenue has soared from $349,000 four years ago to a projected $1.63 million in 2025.
- 7 to 7 Dental has seen an 85% increase in production from members compared to insured patients this year.
- Offices are signing up 200+ new members every month since switching to the Clerri Care Membership Platform.
Unprecedented growth: Solving dental membership management pain
Switching platforms with thousands of members can be scary. 7 to 7 Dental was nervous about migrating away from its old platform, which worked well for years but couldn’t offer the scalability the team envisioned.
The transition to Clerri was not only successful but also seamless, dispelling any fears about migrating from the previous platform. “We thought switching providers was going to be extremely difficult,” said Brandi Rose, Membership Manager for 7 to 7 Dental, “but it has gone way better than we anticipated.”
The results were not just immediate, but also significant. The 7 to 7 team observed a direct correlation between Clerri's ease of use and the confidence of their in-office staff, leading to higher patient conversion rates and increased staff productivity.
“Our offices love using the Clerri platform, “ said Brandi. “We probably gain easily an extra 200 patients a month from new sign-ups now.”
From spreadsheets to clarity: Why DSOs need membership software
For more than a decade, the membership plan at 7 to 7 Dental operated as a highly effective secret weapon, but it was also very labor-intensive. Run primarily through spreadsheets and later tracked on another membership platform, the program proved that patients wanted better coverage. However, 7 to 7 recognized the need to leverage technology in the membership space to improve efficiency and sustain our rapid growth.
“We needed something else,” said Brandi. “When we started expanding, we realized we needed a platform that could handle multiple offices better for us, and that could provide precise reporting that our leadership needed to track ROI.”
The company’s leadership views the membership plan not just as an alternative to traditional insurance, but as a key growth lever for the entire business. Their long-term goal is to have 30% of their total patient base on a membership plan, recognizing that patients desire better coverage that travels with them, regardless of employment changes.
When we started expanding, we realized we needed a platform that could handle multiple offices better for us, and that could provide precise reporting that our leadership needed to track ROI.
A centralized strategy meets the industry’s leading multi-office membership platform
7 to 7 Dental’s approach to membership is unique: The DSO employs a dedicated, centralized membership team to manage the entire program across all offices. This strategy ensures a smooth, consistent experience across all locations while reducing the operational burden on clinical staff.
“We believe in giving the membership program a ton of attention,” Brandi explains. “By having an entire team managing membership, we catch all the little things and make sure the transition for the patient is as smooth as possible. Our biggest thing is that the team in the offices is there for the patient, and we’re here on the back end to make it easier for them.”
When 7 to 7 began evaluating new technology, the merger of Kleer and Membersy into Clerri provided a decisive advantage. The unified platform offered multi-office access and sophisticated reporting capabilities that they desperately needed.
Key factors in choosing Clerri: Features that drive DSO ROI
- Centralized multi-office access: The 7 to 7 team can now manage all locations from a single platform, making DSO membership plan administration easier for the central team to track and manage the entire group.
- Robust reporting: Clerri provides the essential data and metrics needed to measure return on investment and confidently guide future growth strategies. The platform tracks key indicators, such as cancellation rates, renewal rates, and time on coverage, all displayed through intuitive, easy-to-read visuals that give teams a clear picture of membership performance at a glance.
- Customization: The Clerri Care Membership platform enables 7 to 7 to easily customize membership tiers and benefits, such as placing all family members under a single account, to align with its patient-first philosophy.
- Patient-facing technology: Clerri’s member portal is a major differentiator, giving patients control over auto-renewals and the ability to add family members, thereby supporting patient retention.
Educating patients and driving production
7 to 7 Dental leverages its centralized structure to actively switch patients from traditional insurance plans to its in-house membership program. The team generates reports to identify patients with low-coverage plans and runs targeted campaigns, particularly during open enrollment.
Treatment coordinators play a key role. By comparing the patient’s existing insurance maximum to the comprehensive coverage of the membership plan, they empower patients to move forward with necessary care immediately.
“Our members aren't limited,” says Brandi. “If a patient needs five other things done, their insurance is only going to cover one. We can get them on the membership plan to finish the procedures, so they don’t have to wait until months or years down the road, giving more production to our doctors because there’s no limit on those patients.”
Unfortunately, people have been conditioned for generations to believe they must have insurance to visit the dentist. We know we won’t change everyone’s mind in our lifetime.
Looking ahead: The future of coverage for DSOs
For 7 to 7, the Clerri partnership is more than just a software platform; it’s a collaborative relationship. Brandi praises the Clerri team as “super resourceful” and “open-minded,” always taking suggestions and making things happen.
By combining a visionary, centralized approach with a modern, patient-friendly technology platform, 7 to 7 is rapidly moving toward its ambitious goal of 30% membership saturation, proving that a focus on membership is the most innovative way to scale a modern DSO.
As Travis DeZuba, Director of Marketing for 7 to 7 Dental, puts it: “Unfortunately, people have been conditioned for generations to believe they must have insurance to visit the dentist,” he says. “We're at about 5% of our patient base on memberships. We know we won’t change everyone’s mind in our lifetime.”
Still, the team is confident in their momentum and proud to be leading the way with better, simpler care options—designed directly from patient feedback. The goal is clear: to have one-third of their patient base covered by the membership program, built for patients by listening to their frustrations with insurance red tape and creating a coverage experience that truly puts them first.
