Clerri is an authorized Open Dental integration partner. Your team enrolls members from the schedule view your front desk already works in, and everything syncs both ways in under a second.
Open Dental sanctions the Clerri connection. Here is what that means for your data and your front desk's day.
Sub-second sync
Patient information and schedules entered in Open Dental appear in Clerri instantly, so there is no manual entry and no data drift.
Built with Open Dental
The connection is built and maintained with Open Dental, not a workaround your team has to babysit.
Real-time, both directions
Clerri reads patient details from Open Dental and posts membership payments and balances back in real time, with HIPAA and PCI standards handled.
Guided onboarding
The Clerri growth team manages setup and the transition for existing and new customers, so going live is smooth.
How it works
Four everyday moves, inside Open Dental
The Clerri Bridge sits on top of Open Dental and turns membership into four simple steps your front desk already has time for.
01
Review every patient
See insured, cash, and membership patients at a glance in the Open Dental schedule view your team already works in.
02
Spot the opportunity
Membership-fit patients surface automatically. No manual discount math, no writing treatment plans by hand.
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.
04
Enroll in one click
Patient details pull straight from Open Dental, so a new member is enrolled in seconds with no duplicate entry.
The partnership
Clerri's Open Dental integration is authorized by Open Dental. The connection is sanctioned, supported, and fast: data entered in either system is reflected in the other in under a second.
Inside the Clerri Bridge
Everything membership needs, inside Open Dental
Enrollment, patient savings, billing, marketing, and reporting, all surfaced in the system your team already uses.
One-click enrollment
Enroll a patient in about 30 seconds, with their details pulled straight from Open Dental.
Right in your schedule
Review insured, cash, and membership patients from the Open Dental schedule view.
Patient savings tool
Show each procedure by full price, member price, and savings, so the value is obvious.
Automated insights
See which patients are the best fit for membership and act on opportunities immediately.
Payment posting
Membership payments and balances post back to Open Dental automatically.
Benefits tracking
See which benefits a patient has used and what is still available, keeping schedules full.
Automated marketing
Personalized campaigns turn membership opportunities into enrolled, returning patients.
Membership performance
Compare plan performance against visits, case acceptance, and revenue in real time.
What offices tell us
What offices tell us
“
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
Open Dental integration FAQs
What does "authorized" mean for the Open Dental integration?
It means Open Dental sanctions the connection. Clerri is an authorized Open Dental integration partner, so the integration is built and maintained with Open Dental's blessing rather than as a workaround, and data syncs between the two systems in under a second.
What does the front desk actually see?
The Clerri Bridge surfaces membership-fit patients right in the Open Dental schedule view. Your team can show a patient their savings by procedure, enroll them in about 30 seconds with details pulled from Open Dental, and let billing and renewals run automatically.
Does our data end up living in two places?
No. Open Dental stays the source of truth. Clerri reads patient details from it and writes membership activity, payments, and balances back automatically, so your team never maintains the same record twice.
How fast does data move between Open Dental and Clerri?
In under a second. A patient added or a schedule change made in Open Dental shows up in Clerri in real time, and membership payments and balances post back just as quickly, so both systems always agree.
How long does it take to go live?
For most practices, about two weeks. It is a light, guided setup managed by the Clerri growth team, not a system conversion.
See Clerri running inside Open Dental.
Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and the sub-second sync, live.
