Clerri connects to the full Dentrix suite through a native, two-way integration. Your team enrolls members from the schedule view and payments post straight back, with no switching windows and no disruption to the day.
Clerri is built into Dentrix, not bolted on beside it. Here is what a native, two-way connection buys your practice.
Two-way connection
Clerri and Dentrix stay in step in both directions. Patient details flow into Clerri, and membership activity writes back, so records never drift apart.
Enroll in the schedule view
Membership-fit patients surface right in the Dentrix schedule view your team already works in, and enrollment takes about 30 seconds.
Automatic payment posting
Membership payments and balances post back to Dentrix on their own, so nobody re-keys a transaction at the end of the day.
Guided onboarding
The Clerri growth team manages setup end to end, so your practice goes live without a system conversion.
How it works
Four everyday moves, right in Dentrix
The Clerri Bridge sits on top of Dentrix 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 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, so a new member is enrolled in seconds with no duplicate entry.
Inside the Clerri Bridge
Everything membership needs, inside Dentrix
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.
Right in your schedule
Review insured, cash, and membership patients from the Dentrix 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 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 integration FAQs
Is the Dentrix integration really native?
Yes. Clerri has a native, two-way integration with the full Dentrix suite. It works inside the software your team already uses, not alongside it, so patient details flow into Clerri and membership activity writes back without duplicate entry.
What does the front desk actually see?
The Clerri Bridge surfaces membership-fit patients right in the Dentrix schedule view. Your team can show a patient their savings by procedure, enroll them in about 30 seconds with details pulled from Dentrix, and let billing and renewals run automatically.
Does our data end up living in two places?
No. Dentrix 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.
Which Dentrix products does this cover?
This page covers the core Dentrix desktop suite. Dentrix Ascend and Dentrix Enterprise each have their own dedicated Clerri integrations. Reach out and we will confirm the right fit for your exact setup.
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.
See Clerri running inside Dentrix.
Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and the two-way connection, live.
