One-click enrollment
Enroll a patient in about 30 seconds, with their details pulled straight from 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.
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.
See insured, cash, and membership patients at a glance, so your team knows exactly who to talk to and what to offer.
Uninsured and underinsured patients surface automatically. No manual discount math, no writing treatment plans by hand.
An easy-to-present view breaks down each procedure by full price, member price, and savings, so the value is obvious.
Patient details pull straight from the PMS, so a new member is enrolled in seconds with no duplicate entry and fewer errors.
Enrollment, patient savings, billing, marketing, and reporting, all surfaced in your schedule view.
Enroll a patient in about 30 seconds, with their details pulled straight from your PMS.
Membership-fit patients surface in the schedule view your team 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 across one office or the whole group.
Pick your PMS to see how Clerri connects, what your front desk sees, and what goes live.
Two-way membership sync with the full Dentrix suite.
View integrationMembership built into Dentrix Ascend in the cloud.
View integrationBuilt for multi-location Dentrix Enterprise groups.
View integrationMembership inside Patterson Eaglesoft.
View integrationSub-second, real-time sync with Open Dental.
View integrationMembership built into Oryx cloud.
View integrationMembership inside XLDent.
View integrationMembership inside Denticon and Planet DDS.
View integrationReal-time membership sync with CareStack.
View integrationMembership support for Curve Dental.
View integrationMembership support for Dolphin Management.
View integrationMembership support for PracticeWorks.
View integrationMembership support for Cloud9 Software.
View integrationThe 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.
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.
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 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.
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.
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.
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.
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.
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.
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 walkthroughIntegration availability and timelines vary by system. Membership plans are not insurance.