AUSTIN, TX – May 19, 2026 – Clerri, the leading platform for simplifying dental membership management and boosting practice revenue, today announced the launch of its Membership Write-Back integration with Open Dental, one of the most widely used practice management systems in dentistry. The new capability enables Clerri to automatically manage membership plans inside Open Dental — handling the work that front desk staff would otherwise do by hand, from the moment a patient enrolls to the moment their membership expires or cancels.
This integration closes a critical workflow gap: until now, verifying or updating membership status in Open Dental required staff to manually enter insurance information, configure coverage details, attach the correct fee schedule, and keep everything current as membership statuses changed. Membership Writeback handles every step of that process automatically — saving time, reducing the risk of manual error, and freeing staff to focus on the patient in front of them.
Automated Membership Management, Built Into the PMS
For practices accustomed to managing insured patients, Membership Posting mirrors that same workflow — but automates the steps that would otherwise fall to front desk staff. Whether Clerri creates a new insurance plan from scratch or maps to an existing plan already configured in Open Dental, the result is the same: the right carrier, the right fee schedule, and the right plan attached to the right patient — automatically, at enrollment.
- Membership posting creates or reuses an existing Clerri insurance plan in Open Dental for each enrolled member, including fee schedule population and plan attachment — ensuring the correct discounted rates are enforced at the point of treatment planning without requiring any staff action.
- Full membership lifecycle automation means that when a member cancels or expires, Clerri removes the plan attachment in Open Dental automatically. There is no manual update to make, no risk of a lapsed member slipping through with active discounts, and no follow-up work for the front desk.
- Patient notes write-back logs every automated membership action in Open Dental’s CommLog with a consistent timestamp, supporting compliance visibility and eliminating ambiguity about when changes were made.
Time Savings and Accuracy, Without the Manual Work
Setting up an insurance plan in Open Dental for a new patient typically requires staff to configure coverage details and attach the correct fee schedule — steps that are repeated for every new enrollment and revisited whenever a plan changes. Membership Posting eliminates that labor entirely. Staff no longer add insurance information, no longer create or search for plans, and no longer worry about whether the fee schedule attached to a patient reflects current membership rates.
The same automation applies when a membership ends. When a member cancels or expires, Clerri updates Open Dental immediately — no manual removal, no stale plan attachment, no discounted rates applied in error. Accuracy is built into the process, not dependent on it.
Built Around Your Open Dental Configuration
No two practices set up Open Dental the same way, and Clerri is designed to meet practices where they are. If a carrier and fee schedule are already configured in Open Dental, Clerri maps to them. If they aren't, Clerri builds them automatically. Either way, the integration adapts to the practice's existing setup and preferences — no rework required, no one-size-fits-all approach. Setup is managed through the Interop Config Portal, and Clerri's implementation team handles the configuration from end to end.
Existing Clerri customers can contact their account manager to enable the Open Dental Membership Write-Back integration. Groups or practices new to Clerri that are interested in attracting and retaining patients, driving patient loyalty, and growing cash production with a membership plan can request a demo or more information by visiting clerri.com/get-started.
About Clerri
Clerri is the leading care membership platform transforming how dental practices grow. By simplifying access to care through smart, sustainable membership plans, Clerri empowers providers to increase patient loyalty, reduce insurance dependence, and build recurring revenue. Trusted by over 5,000 practices and seven of the top ten Dental Service Organizations
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