Clerri integrates natively with Dentrix Enterprise, two-way, and is built for multi-location groups. Run one plan structure across every location, enroll members from the schedule view, and watch performance roll up group-wide.
Two-way sync with Dentrix EnterpriseSynced just now
A native connection
Built for multi-location Dentrix Enterprise groups
A native, two-way integration means membership behaves the same at every location. Here is what that buys your group.
Two-way sync
Patient information entered in Dentrix Enterprise flows into Clerri, and membership activity, payments, and balances write back. No manual entry at any location.
One plan structure
Set your membership plans once and run the same structure across every location, so pricing and benefits stay consistent group-wide.
Group-level reporting
See enrollment, billing, and plan performance rolled up across the whole group, or broken out location by location.
Enterprise rollout support
The Clerri growth team plans and manages the rollout across your locations, so going live group-wide is smooth.
How it works
Four everyday moves, right in Dentrix Enterprise
The Clerri Bridge sits on top of Dentrix Enterprise and turns membership into four simple steps every front desk in your group has time for.
01
Review every patient
See insured, cash, and membership patients at a glance in the Dentrix Enterprise schedule view your teams already work 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 Enterprise, so a new member is enrolled in seconds with no duplicate entry, at any location.
Enrollment, patient savings, billing, marketing, and group-level reporting, all surfaced in the system your teams already use.
One-click enrollment
Enroll a patient in about 30 seconds, with their details pulled straight from Dentrix Enterprise.
Right in your schedule
Review insured, cash, and membership patients from the Dentrix Enterprise 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 Enterprise 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 Enterprise integration FAQs
Is the Dentrix Enterprise integration native?
Yes. Clerri integrates natively with Dentrix Enterprise, two-way. Patient details flow from Dentrix Enterprise into Clerri, and membership activity, payments, and balances write back automatically. There is no manual re-entry anywhere in the flow.
How does Clerri work across multiple locations?
You set your plan structure once and every location runs the same plans, pricing, and benefits. Reporting rolls up to the group level and breaks out by location, so operations leaders and office managers each see the view they need.
Does our data end up living in two places?
No. Dentrix Enterprise stays the source of truth for the whole group. Clerri reads patient details from it and writes membership activity, payments, and balances back automatically, so no team at any location maintains the same record twice.
How does rollout work for a group or DSO?
The Clerri growth team builds a rollout plan with you, whether you go live everywhere at once or phase location by location. Plan setup, team training, and the integration itself are all managed for you.
How long does it take to go live?
A single location is typically live in about two weeks. Multi-location rollouts follow a phased schedule the Clerri growth team builds with you. It is a light, guided setup, not a system conversion.
See Clerri running inside Dentrix Enterprise.
Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and the group-level reporting, live.
