Dental membership plans are a vital part of modern practice management, helping practices deliver better care, improve patient retention, and boost financial performance. However, transitioning to a new membership plan can feel daunting—especially at scale across multiple locations.
That’s where Clerri comes in. With 20+ years of experience in dental membership plans, we make the transition process seamless, efficient, and scalable — ensuring continuity for patients while minimizing administrative burdens for your team.
Get started with a Clerri-powered membership plan in 4 easy steps
Although implementing a new membership plan solution for your practice might be overwhelming, it’s actually pretty seamless with Clerri. Each one of our customers receives personalized attention from our success team, who can help you onboard your new membership plan in just four easy steps:
- Build a custom plan
- Onboard your staff
- Migrate members
- Track and manage memberships
#1: Build a Custom Plan
Rather than attempt to sell practices on a prescribed plan, Clerri work with our customers to develop membership plans and pricing structures tailored to their needs. Our success team uses our proven SmartDesign™ method to build plans that suit your goals and treatment philosophy as well as the demographics of the patients you serve.
- Complete your agreement
- Submit your desired launch date and fee schedule
- Meet with Clerri to determine plan structure and pricing
- Submit final plan approval
Define plan inclusions
There’s more than one way to structure a dental membership plan, and practices can customize them to fit their patients’ needs.
Some practices choose to offer a low-cost membership plan option to more easily encourage patients to become members. Lower-cost plans can offer basic, low-cost procedures, such as a set number of exams and x-rays. They also offer savings on additional treatments, making it easier for patients to accept care.
Alternatively, you could choose to offer a slightly higher cost, full-service plan that includes hygiene, preventive, and diagnostic care, which are great for encouraging routine visits.
Stay in control while simplifying membership plan management
Choosing Clerri won’t mean ceding control either. Whether offering low-cost plans, full-service plans, or a mix of both across locations, you remain in control of treatment inclusions, pricing structures, and the overall design of the plan. Once you’re comfortable, the Clerri platform allows you to automate certain aspects of membership plan management:
- Managing and tracking renewals
- Reporting on member benefits (used and remaining)
- Processing monthly payments
- Posting payments and balancing transactions in your practice management software
- Responding to failed payments
Practices can delegate additional, time consuming tasks to their partners at Clerri as well:
- Updating payment information
- Answering questions from patients
- Technical support queries
Trusting responsibilities like these to Clerri can potentially save you dozens of hours each month.
#2: Onboard Staff
Earning employee buy-in and engagement is among the first and most important steps toward ensuring the long-term success of your new Clerri dental membership plan. Your staff is arguably your most important resource for not only getting patients enrolled, but ensuring they remain loyal and satisfied into the future.
- Office enrollment is complete
- Work with Clerri to develop an internal kick-off strategy to promote team buy-in
- Explore Clerri's welcome kit and walk through DMPO compliant brochures and curated talk tracks
- Complete training calls
One major factor in earning staff support is the ease of use of the Clerri platform. Transitioning from a manual or inefficient system to a user-friendly, automated solution simplifies day-to-day operations for your team.
How do I guarantee buy-in from my teams?
Fortunately, Clerri's all-in-one solution tends to make the transition an easy sell. We’ve tested and proven the following best practices through successful partnerships with over 20,000+ dentists, including 7 out of 10 of the largest DSOs.
- Be clear and consistent: With our support, take a strategic approach to communicating the details of your new membership plans and the motivation behind making the switch. Make sure you’re consistent in how you position Clerri and schedule dedicated blocks of time to discuss it with your team. Establishing a compelling narrative and a clear plan for reviewing the details will ensure everyone is on the same page and feels confident in taking each new step together.
- Don’t stop at meetings: While it’s important to introduce Clerri through formal meetings and discussions, keeping the conversation ongoing is just as important. If you have an especially large team, you might consider appointing several individuals to serve as champions for your membership plans.
- Incentivize success: Setting realistic goals and celebrating key milestones can help keep momentum strong and reinforce that successfully launching new membership plans is an important, shared mission.
Will Clerri help secure staff buy-in?
Of course. In addition to brochures and other marketing materials, you’ll get access to scripts aimed at an internal audience and rewards for reaching membership milestones.
#3: Migrate Members
When transitioning existing members to your new plan, timing is everything. Focus on enrolling patients as they approach their renewal date. This allows you to naturally move them to the new plan without confusion or unnecessary changes mid-year.
To support this process, your team can leverage the "Invite Someone" feature in the Clerri Practice Portal. This allows you to send personalized invitations to members, guiding them through the enrollment process.
What types of marketing support does Clerri provide?
We make it simple to both get the word out and sustain the conversation around your practice’s new membership plan, taking the burden off your team to create marketing materials. Here are just some of the customizable, high-impact marketing materials you’ll have at the ready for targeting new, active, and inactive patients:
- In-office materials: Office Welcome Kit’s includes a range of materials like customized flyers, brochures, and posters.
- Custom digital marketing tools: From emails and social media posts to website widgets, Clerri aids dental practices in developing and distributing digital collateral.
- Patient landing pages: Custom landing pages make it quick and easy for patients to learn the benefits of your dental membership plan and enroll.
- *Automated email marketing: Integrate the Clerri platform with your practice management system to automatically identify uninsured and inactive patient populations, and market to them through curated campaigns to encourage enrollment.
Where do patients sign up?
Patients can sign up on your practice’s website, enroll from your office, or scan a QR code to join from any device. You can also enable monthly and annual payments to ensure every patient can enroll with confidence. Best of all, their benefits kick in immediately.
How do patients review and manage their memberships?
From the Clerri Member Portal, patients can enroll family members, invite friends to join, view and update account information, and get in touch with support professionals for round-the-clock answers to their questions.
#4: Track and Manage Memberships
At the practice level, dental teams can oversee their new membership plan from the Clerri Practice Portal. From this dashboard, it’s simple to invite and enroll patients, manage and edit plans, track and manage renewals, take advantage of growth-driving marketing resources, and assess plan performance.
Similarly you can also view performance at both the regional and organizational level.
What metrics should practices track to gauge long-term success?
Assessing the success of your membership plans and planning for the future largely comes down to tracking and acting on a few key metrics:
- Renewals and renewal rates
- Visits and procedure counts
- Cancellations and the underlying reasons
- New member sign ups per month
- Payments and collections
The above metrics are critically important to the health and success of your membership plan. And, Clerri make it easy to generate custom reports and engage with our success team to iterate on your findings and optimize your plans.
Does Clerri offer ongoing support?
Clerri work isn’t over once your new membership plans are up and running. Just as regular check-ups are essential for dental health, periodic assessments help support the long-term health of dental membership plans. We’ll provide regular, comprehensive snapshots of how your new membership plans are performing and where there may be opportunities for improvements. These assessments highlight areas for growth, evaluate the progress of your plan and offer actionable tips for making positive changes.
That doesn’t mean practices need to wait on us to learn how they’re doing and get extra guidance from the experts at Clerri. The Clerri platform automatically monitors the performance of each practice to ensure they’re all performing to their full potential. If a member of our team sees that you may have opportunities to grow your plan, they’ll reach out with strategies for getting back on track. Our renewal support is similarly proactive, offering guides and hands-on services for maximizing membership renewal rates the day you enroll your practice.
Get Started with Clerri
Check implementing a simple, easy-to-use membership solution off your to-do list.
