Membership revenue, standardized across every location.
Clerri is the membership platform built for multi-location groups. Direct PMS integration, 30-second enrollment, group-level reporting, and one plan you can roll out everywhere, with a team that gets every office live.
Trusted by leading groups and 7 of the 10 largest DSOs
The opportunity
Model the upside across your whole group
Stagnant reimbursements, rising costs, empty chairs. Set your network size and economics, and see the recurring revenue and added production membership can standardize across every location.
Based on Clerri's 172% average production lift, where members produce about $807/yr more than cash-pay patients. Figures are illustrative, not a guarantee of results.
Projected annual value across 25 locations$7,362,000at a 40% enrollment rate. $18,405,000 at full enrollment.
Your PMS is your source of truth. Clerri lives inside it.
The Clerri Bridge is a lightweight app that sits on top of your practice management software. It surfaces membership opportunities right in the schedule your team already uses, enrolls patients in seconds, and posts payments back automatically. No new system to learn, no data living in two places, and a direct integration, not a strap-on third-party connector.
We really see the retention, as well as the elevation of oral health care for those patients when they are on the plan.
Dave Gaspar, CEO, Smile Partners USA
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Our member base is growing by 20x.
Justin Puckett, President, MB2 Dental
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Clerri is a one-stop shop for our practices.
Andrew Shafran, COO, ProSmile
Questions
DSO and group FAQs
Why are DSOs shifting toward in-house membership plans as a strategic revenue stream?
DSOs are facing shrinking margins due to rising costs and stagnant PPO reimbursements. In-house membership plans create a new, predictable revenue stream by engaging uninsured and underinsured patients, without the constraints of third-party payers. Many DSOs are now leveraging plans as a scalable, margin-friendly alternative to grow their patient base and increase treatment acceptance.
Can a membership plan increase production from uninsured or underinsured patients?
Yes. DSOs using Clerri consistently see increased production from this segment. Patients on a plan are more likely to return regularly and accept recommended treatment. Across our partner DSOs, we see an average annual production of $653 per member, with 2.1 times higher patient retention compared to the uninsured baseline.
What operational challenges does a membership platform solve across multiple locations?
Managing plan design, compliance, patient enrollment, renewals, and reporting across 5 to 500+ locations is complex. Our platform simplifies this by automating plan setup, billing, renewals, and communication. This means you can focus on patient care while our system handles the administrative tasks. We also centralize data and performance tracking, which reduces administrative burden and ensures consistent execution across regions.
Can you integrate with our PMS?
Yes. We support integrations and data partnerships with nearly all Practice Management Software in the market. We design our integration features for the front desk, your regional team, and your executive team. For enterprise customers, we also offer custom reporting and data-sharing options tailored to your specific needs.
How do membership plans impact patient retention and lifetime value?
Plans drive stronger loyalty by giving patients a reason to return consistently for care. Members visit 2x to 3x more frequently than uninsured patients and are three times more likely to stay active in the practice long-term, which translates to increased lifetime value without marketing spend.
What does onboarding look like for a DSO of our size?
We offer white-glove onboarding for DSOs of all sizes, including plan design consulting, legal and compliance support, staff training, branded marketing materials, and a structured rollout plan tailored to your practice network. Whether you have five locations or 500, we built our team to scale with you.
How do you ensure compliance with state regulations and fee-for-service rules?
We've worked with legal teams and regulatory experts to ensure our platform supports compliance across all 50 states. Our plans are structured to avoid insurance classification, and we guide you through state-specific nuances to ensure a seamless experience. Our compliance framework is one of the reasons the largest DSOs trust us.
What kind of support and training do you offer our teams?
We assign a dedicated success manager to your account, provide live and on-demand team training, and offer branded onboarding toolkits. We tailor our support to meet the needs of your corporate, regional, and office-level stakeholders, ensuring adoption and optimal performance. We're not just software. We're a growth partner who understands your unique needs.
How do we track and manage plan performance across our group?
Clerri provides real-time analytics and dashboards tailored to DSOs. You can view member growth, revenue, renewal rates, office-level performance, and more. You'll also receive guidance from a dedicated success manager who helps your team track KPIs and optimize performance over time.
Bring membership to every location
See the integration, the enrollment flow, and the revenue math for your group. Talk to our enterprise team, no form required.
