Clerri connects to Patterson Eaglesoft through a native, two-way integration. Your team enrolls members from the schedule view, and payments and balances post back to Eaglesoft automatically.
Clerri works inside Eaglesoft, not alongside it. Here is what a native, two-way connection buys your practice.
Two-way sync
Patient information entered in Eaglesoft appears in Clerri, and membership activity writes back, so there is no manual entry and no data drift.
Part of your workflow
Clerri is built to run as part of Patterson Eaglesoft, so membership lives in the system your team already trusts.
Security by design
Patient information stays protected end to end, with HIPAA and PCI standards handled.
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 Eaglesoft
The Clerri Bridge sits on top of Eaglesoft 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 Eaglesoft 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 Eaglesoft, so a new member is enrolled in seconds with no duplicate entry.
Inside the Clerri Bridge
Everything membership needs, inside Eaglesoft
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 Eaglesoft.
Right in your schedule
Review insured, cash, and membership patients from the Eaglesoft 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 Eaglesoft 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
Eaglesoft integration FAQs
Is the Eaglesoft integration really native?
Yes. Clerri integrates natively with Patterson Eaglesoft through a two-way connection. Patient details flow from Eaglesoft into Clerri, and membership payments and balances post back to Eaglesoft automatically.
What does the front desk actually see?
The Clerri Bridge surfaces membership-fit patients right in the Eaglesoft schedule view. Your team can show a patient their savings by procedure, enroll them in about 30 seconds with details pulled from Eaglesoft, and let billing and renewals run automatically.
Does our data end up living in two places?
No. Eaglesoft 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 Eaglesoft setups does Clerri work with?
Clerri works with the Eaglesoft configurations in common use today, from single locations to multi-office groups. Reach out and we will confirm your exact setup as part of the walkthrough.
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 Eaglesoft.
Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and the two-way connection, live.
