Clerri connects to Dentrix Ascend through a native, two-way integration built for the cloud. There is no server and nothing to install at the desk. Your team enrolls members from the schedule view, and everything syncs back automatically.
Dentrix Ascend lives in the cloud, and Clerri meets it there. Here is what a native, two-way connection buys your practice.
Two-way sync
Patient information entered in Dentrix Ascend flows into Clerri, and membership activity, payments, and balances flow back. No manual entry, no data drift.
Nothing to install
Dentrix Ascend runs in the cloud, and so does Clerri. No server at the practice, no desktop software to maintain at the front desk.
Works wherever you do
If your team can log in to Dentrix Ascend, Clerri is right there with it: any location, any operatory, any browser.
Guided onboarding
The Clerri growth team manages setup and the transition for existing and new customers, so going live is smooth.
How it works
Four everyday moves, right in Dentrix Ascend
The Clerri Bridge sits on top of Dentrix Ascend and turns membership into four simple steps your front desk already has time for.
01
Review every patient
See insured, cash, and membership patients at a glance in the Dentrix Ascend schedule view your team already works in.
02
Spot the opportunity
Membership-fit patients surface automatically. No manual discount math, no writing treatment plans by hand.
03
Show the savings
An easy-to-present view breaks down each procedure by full price, member price, and savings, so the value is obvious.
04
Enroll in one click
Patient details pull straight from Dentrix Ascend, so a new member is enrolled in seconds with no duplicate entry.
Enrollment, patient savings, billing, marketing, and reporting, all surfaced in the system your team already uses.
One-click enrollment
Enroll a patient in about 30 seconds, with their details pulled straight from Dentrix Ascend.
Right in your schedule
Review insured, cash, and membership patients from the Dentrix Ascend schedule view.
Patient savings tool
Show each procedure by full price, member price, and savings, so the value is obvious.
Automated insights
See which patients are the best fit for membership and act on opportunities immediately.
Payment posting
Membership payments and balances post back to Dentrix Ascend automatically.
Benefits tracking
See which benefits a patient has used and what is still available, keeping schedules full.
Automated marketing
Personalized campaigns turn membership opportunities into enrolled, returning patients.
Membership performance
Compare plan performance against visits, case acceptance, and revenue in real time.
What offices tell us
What offices tell us
“
The PMS integration has been huge for us. Posting all of the payments is very time-consuming without it. With Clerri, it is all done automatically.
Jamie Helwig, Practice Manager, Newtown Dentistry
“
When half the schedule is membership, it makes me so happy. It is so easy to open the portal, see that they are current, and we are good to go.
Vanessa Petty, Office Manager, Benton Family Dentistry
Questions
Dentrix Ascend integration FAQs
Is the Dentrix Ascend integration native?
Yes. Clerri's integration with Dentrix Ascend is native and two-way. Patient details flow from Dentrix Ascend into Clerri, and membership activity, payments, and balances flow back automatically. There is no manual re-entry on either side.
Do we need to install anything at the practice?
No. Dentrix Ascend is a cloud PMS and Clerri meets it in the cloud. There is no server to stand up and nothing to install at the front desk. If your team can log in to Dentrix Ascend, Clerri works there too, at any location and in any browser.
Does our data end up living in two places?
No. Dentrix Ascend stays the source of truth. Clerri reads patient details from it and writes membership activity, payments, and balances back automatically, so your team never maintains the same record twice.
What does the front desk actually see?
The Clerri Bridge surfaces membership-fit patients right in the Dentrix Ascend schedule view. Your team can show a patient their savings by procedure, enroll them in about 30 seconds with details pulled from Dentrix Ascend, and let billing and renewals run automatically.
How long does it take to go live?
For most practices, about two weeks. It is a light, guided setup managed by the Clerri growth team, not a system conversion, and because everything is in the cloud there is no on-site work to schedule.
See Clerri running inside Dentrix Ascend.
Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and the native two-way sync, live.
