For independent practices

Grow your practice, not your front-desk workload.

Clerri fills your schedule with loyal, cash-paying members, and runs itself. More visits, more accepted treatment, and predictable recurring revenue, all inside the PMS your team already uses.

Your practice · This month
+38 New members ▲ 22%
$4,120 New recurring revenue ▲ 15%
186 Member visits booked
Recent enrollmentsPlan
Maria AlvarezTodayComplete
James CarterTodayPerio
Priya AnandYesterdayChild
Dawit BekeleYesterdayComplete
Trusted by 20,000+ dentists across all 50 states
The opportunity

See the opportunity in your own numbers

Stagnant reimbursements, rising costs, empty chairs. Move the sliders to your practice and see the recurring revenue and added production a membership plan puts back on your schedule.

2,000
30%
$35/mo

Based on Clerri's 172% average production lift and a 75% enrollment rate. Figures are illustrative, not a guarantee of results.

Projected new annual revenue $552,000
Recurring membership$189,000
Added production$363,000
New members450
Get your custom plan
Built into your PMS

No new system to learn. It lives where your team already works.

The Clerri Bridge sits on top of your practice management software and surfaces membership opportunities right in your schedule view. Your front desk enrolls a patient in about 30 seconds, shows the savings instantly, and lets billing and renewals run on their own. No second system, no double data entry, and a direct integration, not a strap-on connector.

See all integrations
Enroll patient · Clerri Bridge
Patient Maria Alvarez synced from PMS
Plan Adult Complete · $35/mo
Saves on today's visit $214
Takes about 30 seconds
  • Dentrix
  • Dentrix Ascend
  • Dentrix Enterprise
  • Eaglesoft
  • Open Dental
  • Oryx
  • XLDent
  • Denticon
  • CareStack
  • Curve
  • Dolphin
  • PracticeWorks
  • Cloud9
Inside the Clerri Bridge

Everything your team needs, in the tool they already use

The Bridge brings enrollment, patient savings, billing, and reporting into your schedule view, so membership runs without extra work.

One-click enrollment

Enroll a patient in about 30 seconds, with their details pulled straight from your PMS.

Right in your schedule

Membership-fit patients surface in the schedule view your front desk already works in.

Patient savings tool

Show each procedure by full price, member price, and savings, so the value is obvious.

Automatic billing and renewals

Memberships rebill and renew on their own, with no front-desk chasing or follow-up.

Payment posting

Membership payments and balances post back to your PMS automatically.

Automated marketing

Branded campaigns turn membership opportunities into enrolled, returning patients.

Eligibility at a glance

See who is insured, cash, or membership-ready the moment you open a patient.

Performance you can see

Real-time numbers on members, revenue, and renewals, so you know exactly what your plan produces.

Why independent practices choose Clerri

Grow your practice without growing the workload

From the front desk to the back office, Clerri is built to fill your schedule with loyal, cash-paying patients.

Growth

Grow your patient base

  • Attract new patients with simple, affordable membership
  • Retain new patients and lift treatment acceptance
  • Reactivate dormant patients into regular, returning members
Operations

Run it without the work

  • Plans you can scale and tailor to your practice
  • Automated enrollment, billing, and renewals
  • Less paperwork, fewer awkward fee conversations
Compliance

Compliant and secure

  • 50-state and Knox-Keene compliance, handled for you
  • HIPAA and PCI security built in
  • Clear insights into enrollment, savings, and utilization
An extension of your team

You are never doing this alone

From launch to daily operations, a dedicated team helps your practice get live and stay growing.

A dedicated success manager

A named partner who knows your practice and helps your team hit its numbers, not a ticket queue.

Live in two weeks or less

Light, guided setup: plan design, compliance, and staff training handled with you, not a heavy project.

Training and marketing, ready to go

Live and on-demand training plus branded marketing assets so your team can launch with confidence.

Real people when you need them

Practice and member support teams in Austin, TX and Philadelphia, PA, ready by phone, email, or chat.

Customer story

How SkyRidge Dental grew membership enrollment 8X

SkyRidge Dental Read the customer story
8X Increase in plan enrollment
300+ Active members
$142,337 Subscription revenue
What teams tell us

What teams tell us

It is so easy, and the patients who do not have insurance want the membership plan 100% of the time.

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

Clerri has made membership much more streamlined for the front desk. When you are handling this many patients, you cannot spend 20 to 25 minutes entering everything.

Sam Librera, Practice Administrator, Peppy Dental
Questions

Independent practice FAQs

What is a dental membership plan?

Like a subscription service, a Clerri membership plan lets your patients pay a monthly or annual fee directly to your practice in exchange for preventive care and discounts on other treatment. Based on data from our practices, membership patients visit 2x to 3x more often than uninsured patients and accept 2x more treatment.

Why prioritize a membership plan over other growth strategies?

Membership plans create predictable, recurring revenue and close the leaks that quietly erode profitability: new-patient churn, cancellations, and low insurance reimbursements. High-performing practices use in-house plans to reduce their dependence on PPOs and grow with a cash-paying patient base that is more loyal and accepts a broader range of treatment.

Will I lose money offering discounts through a membership plan?

No. Across our practices, members produce far more visits, accept more treatment, and deliver much higher annual production than an uninsured patient base. By removing price friction and encouraging regular care, membership drives profitability through loyalty, not discounting. It is not about offering less. It is about getting more from every patient relationship.

Will a membership plan add work for my front desk?

Usually the opposite. Instead of chasing claims, verifying coverage, and explaining confusing benefits, your team works inside one tool that automates enrollment, billing, and renewals. It also gives them a confident, affordable option to offer during tough financial conversations, so they can quote a simple plan instead of full-fee pricing. Less stress for your team, more care for your patients.

Can Clerri integrate with my practice management software?

Yes. Clerri integrates with or syncs to most major PMS platforms, so your team manages enrollments, membership activity, and patient data right inside the workflow they already use, including Dentrix, Eaglesoft, Open Dental, Denticon, and more.

What if my team does not have the bandwidth for another project?

We keep implementation light and guided. We start by walking your team through the Clerri portal so they can see how simple it is before committing. From there, onboarding is fast and fully supported: plan setup, compliance guidance, staff training, and branded marketing assets. Most practices are up and running in two weeks or less.

What training and support do I get after launch?

You get a dedicated success manager guiding your team, plus live and on-demand training, branded marketing assets, and ongoing performance reviews. When your team or your patients need help, our practice and member support teams, based in Austin, TX and Philadelphia, PA, are real people ready to assist. We are not just software. We are your partner in growth.

Are membership plans compliant with dental regulations?

Yes. Your plans, powered by Clerri, are legally structured to avoid insurance classification and stay compliant across all 50 states. Our legal team tracks regulations and fee-for-service best practices and guides you through every compliance consideration during onboarding and beyond.

Why not just run a membership plan myself?

Many practices try. Most find that without the right tools, in-house plans are hard to scale, easy to mismanage, and prone to revenue leakage from missed renewals and expired cards. Clerri handles the heavy lifting with 100% automated fee collection, full 50-state compliance, and real-time performance metrics, so you can see exactly what your plan generates, where it is growing, and where to double down, all without burdening your team or leaving revenue on the table.

Predictable revenue. Loyal patients. Zero hassle.

See the enrollment flow, the savings tool, and the revenue math for your practice. Request a 15-minute walkthrough, no obligation.

Request a 15-minute walkthrough
Live in two weeks or lessWorks inside your PMSDedicated success manager

Figures are illustrative and not a guarantee of results. Membership plans are not insurance.