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








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.
Based on Clerri's 172% average production lift and a 75% enrollment rate. Figures are illustrative, not a guarantee of results.
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 integrationsThe Bridge brings enrollment, patient savings, billing, and reporting into your schedule view, so membership runs without extra work.
Enroll a patient in about 30 seconds, with their details pulled straight from your PMS.
Membership-fit patients surface in the schedule view your front desk already works in.
Show each procedure by full price, member price, and savings, so the value is obvious.
Memberships rebill and renew on their own, with no front-desk chasing or follow-up.
Membership payments and balances post back to your PMS automatically.
Branded campaigns turn membership opportunities into enrolled, returning patients.
See who is insured, cash, or membership-ready the moment you open a patient.
Real-time numbers on members, revenue, and renewals, so you know exactly what your plan produces.
From the front desk to the back office, Clerri is built to fill your schedule with loyal, cash-paying patients.
From launch to daily operations, a dedicated team helps your practice get live and stay growing.
A named partner who knows your practice and helps your team hit its numbers, not a ticket queue.
Light, guided setup: plan design, compliance, and staff training handled with you, not a heavy project.
Live and on-demand training plus branded marketing assets so your team can launch with confidence.
Practice and member support teams in Austin, TX and Philadelphia, PA, ready by phone, email, or chat.
It is so easy, and the patients who do not have insurance want the membership plan 100% of the time.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 walkthroughFigures are illustrative and not a guarantee of results. Membership plans are not insurance.