Integrations

Membership that lives inside your PMS.

The Clerri Bridge connects directly to over 90% of dental practice management systems. Your team enrolls members in seconds, right in the schedule view they already use. No toggling between systems, no disruption, and billing and renewals run on their own.

Schedule · Dentrix
Dentrix Connected
9:00 Maria Alvarez Member
9:30 James Carter Uninsured
10:15 Priya Anand Insured
11:00 Dawit Bekele Member
Clerri Bridge
Membership opportunity James Carter
Crown, today$1,100
Member price$935
Patient saves$165
Synced from Dentrix
Two-way sync with Dentrix Synced just now
Your PMS
How the Bridge works

One overlay, four everyday moves

The Clerri Bridge sits on top of your practice management software and turns membership into four simple steps your front desk already has time for.

  1. 01

    Review every patient

    See insured, cash, and membership patients at a glance, so your team knows exactly who to talk to and what to offer.

  2. 02

    Spot the opportunity

    Uninsured and underinsured patients surface automatically. No manual discount math, no writing treatment plans by hand.

  3. 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.

  4. 04

    Enroll in one click

    Patient details pull straight from the PMS, so a new member is enrolled in seconds with no duplicate entry and fewer errors.

Inside the Clerri Bridge

Everything membership needs, in the tool you already use

Enrollment, patient savings, billing, marketing, and reporting, all surfaced in your schedule view.

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 team 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.

Reporting and insights

Real-time numbers on members, revenue, and renewals across one office or the whole group.

What offices tell us

What offices tell us

The Clerri Bridge is very valuable to our practice. It cuts time and gives a clear visual for why our membership plan is so helpful, and the projected savings for patients are often better than most private insurance plans.

Donna Lizotte, Office Manager, Tewksbury Dental Associates

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

Integration FAQs

Which practice management systems does Clerri work with?

Clerri integrates with or syncs to over 90% of the practice management systems on the market, including Dentrix, Dentrix Ascend, Dentrix Enterprise, Eaglesoft, Open Dental, Oryx, XLDent, Denticon, and CareStack. If your system is not listed, we likely still support it through a data partnership, so reach out and we will confirm.

Is this a real integration or a third-party connector?

The Clerri Bridge connects to your PMS itself, not through a strap-on third-party tool, so membership data stays in sync and your PMS remains the single source of truth.

Does our data end up living in two places?

No. Your PMS stays the source of truth. Clerri reads patient details from it and writes membership activity, payments, and balances back to it automatically, so your team never maintains the same record twice.

How long does it take to get the integration live?

For most practices, going live takes about two weeks. It is a light, guided setup, not a heavy PMS conversion, and we get your offices live alongside your other priorities rather than as a disruptive project.

What does the front desk actually see day to day?

The Bridge surfaces membership-fit patients right in your schedule view. Your team can show a patient their savings, enroll them in about 30 seconds with details pulled from the PMS, and then let billing and renewals run automatically. No new system to learn.

What if our PMS is not on the list?

Reach out. We support data partnerships and syncs with nearly every system in the market, and for enterprise groups we offer custom reporting and data-sharing options tailored to your stack.

See Clerri running inside your PMS

Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and the integration for your exact system.

Request a walkthrough
Over 90% of PMS supportedBuilt into your PMSLive in about two weeks

Integration availability and timelines vary by system. Membership plans are not insurance.