Clerri supports Dolphin Management through established data partnerships, with the same front-desk tools every Clerri office gets. Enroll members, show savings, and let billing run itself, alongside the system your ortho or specialty team already runs.
Clerri supports Dolphin Management through established data partnerships. Here is what that means for your practice, plainly.
Works with your system
Clerri supports Dolphin Management through established data partnerships, so membership fits the setup your practice already runs.
Managed setup
The Clerri team handles the connection work with Dolphin for you, so your staff is never stuck configuring or troubleshooting.
Same front-desk tools
Enrollment, the patient savings view, and automated billing work the same for Dolphin offices as everywhere else Clerri runs.
Guided onboarding
The Clerri growth team manages setup end to end, with a plan shaped around your ortho or specialty workflows.
How it works
Four everyday moves for your Dolphin office
The Clerri Bridge works alongside Dolphin 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, right alongside the Dolphin schedule 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 carry over from Dolphin, so a new member is enrolled in seconds with no duplicate entry.
Inside the Clerri Bridge
Everything membership needs, working with Dolphin
Enrollment, patient savings, billing, marketing, and reporting, all working alongside the system your team already uses.
One-click enrollment
Enroll a patient in about 30 seconds, with their details carried over from Dolphin.
Right in your schedule
Review insured, cash, and membership patients alongside your Dolphin schedule.
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 stay in step with your Dolphin records 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
Dolphin support FAQs
Is this a native integration?
No, and we will not pretend otherwise. Dolphin Management is a supported system: Clerri supports it through our data partnerships rather than a native or direct connection. Reach out and we will confirm exactly how it works with your specific Dolphin setup before you commit to anything.
Does Clerri work for ortho and specialty practices?
Yes. Dolphin's strength is in ortho and specialty care, and Clerri's membership plans flex to fit those practices. You design the plan around your own treatment mix and visit patterns, and the enrollment, savings, and billing tools work the same as they do in any Clerri office.
What does the front desk actually see?
The same Clerri tools every office gets. Your team can show a patient their savings by procedure, enroll them in about 30 seconds with details carried over from Dolphin, and let billing and renewals run automatically.
Does our data end up living in two places?
No. Dolphin stays your system of record. Clerri keeps membership activity, payments, and balances in step with it, so your team is not maintaining the same record twice.
How long does it take to go live?
Timelines vary with your Dolphin configuration, but most practices are live within a few weeks. It is a light, guided setup managed by the Clerri growth team, not a system conversion, and we confirm your exact setup up front.
See Clerri running inside Dolphin.
Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and how Dolphin support works for your practice, live.
