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Build a plan with multiple care options tailored to your patient demographics, treatment approach, and goals.
Platform overview
Design, launch, and grow your own membership plan.
Clerri is the all-in-one dental membership platform. Build your plan, market it, enroll patients in seconds, and let billing, renewals, and reporting run themselves, all inside the PMS your team already uses.
What is Clerri Bridge
The whole platform, right inside your PMS.
Clerri builds and grows your membership plan, and the Clerri Bridge puts it directly inside your practice management software. Your team works membership from the schedule view they already use.
Enroll a patient in about 30 seconds, show savings instantly, and let billing and renewals run on their own. Less time at the front desk, more recurring revenue, no second system to learn.
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
Two-way sync with Dentrix Synced just now
Your PMS
Built into your PMS
Native integrations with over 90% of practice management software
Clerri lives inside the system your team already uses. No toggling between tools, no second system to learn.
- Dentrix
- Dentrix Ascend
- Dentrix Enterprise
- Eaglesoft
- Open Dental
- Oryx
- XLDent
- Denticon
- CareStack
- Curve
- Dolphin
- PracticeWorks
- Cloud9
30 sec to enroll a new member, pulled from your PMS
172% more cash production from members
90%+ of practice management systems supported
Integrations with over 90% of all practice management software
Unscheduled treatment
Your chart is full of production. The Bridge finds it.
Every morning the Bridge pulls diagnosed, unscheduled treatment from your PMS and matches it to the day's schedule. Your team sees who is coming in, what they said yes to, and what it costs as a member, then enrolls and starts a Cherry financing pre-approval from that same screen.
See the full workflow Today Pulled from your PMS · 7:45 AM
8:00 Maria Alvarez $1,240
Crown, #14 As a member, saves $310
9:30 James Carter $3,860
Implant consult As a member, saves $965
Enroll member Cherry pre-approval · range in seconds
11:15 Priya Anand $640
SRP, two quadrants As a member, saves $160
Unscheduled on today's schedule $5,740
Works inside your PMS
Clerri Lives Where Your Team Already Works
It connects directly to your practice management software. Membership opportunities surface right in your existing schedule, so your team can show patients their savings and enroll them in a single click.
01
Spot the opportunity
Clerri flags membership-fit patients right in your schedule view.
02
Show the savings
Staff see what a patient saves on today's treatment, instantly.
03
Enroll in one click
Add them to a plan without ever leaving your PMS.
Take Clerri for a spin
Set up a plan patients can join in under a minute: pick a Stripe product, set the fee, choose settings, and activate.
+38 New members ▲ 22%
$4,120 New recurring revenue ▲ 15%
186 Member visits booked
Recent enrollmentsPlan
Maria AlvarezTodayComplete
James CarterTodayPerio
Priya AnandYesterdayChild
Dawit BekeleYesterdayComplete
Track performance
See every member and every dollar, in real time
Monitor enrollments, renewals, and payments as they happen. Manage member accounts, catch payment issues early, and watch recurring revenue grow, from one office or across your whole group.
Why Clerri
More than other membership platforms
Most membership tools stop at billing. Clerri runs inside your PMS and covers the whole lifecycle, from enrollment to renewal.
Feature Clerri Other platforms
Lives inside your PMS schedule view Yes No
Enroll a patient in about 30 seconds Yes No
Automated billing, renewals, and payment posting Yes Partial
Built-in patient marketing Yes No
Real-time reporting across every location Yes Limited
50-state compliance, HIPAA and PCI handled for you Yes Do it yourself
Dedicated success manager and onboarding Yes No
Rewards program for your front-office team Yes No
Included, at no extra cost
Every plan comes fully loaded
These are not add-ons or upsells. Every Clerri plan includes the tools to market, run, and grow your membership.
What ships with your plan Itemized
-
Marketing toolkitA personalized landing page, brochures, social tools, Google Ads, and direct mail. Included -
Secure paymentsMember payments go straight to your merchant account, no extra work. Included -
Automatic renewalsMemberships rebill and renew on their own, with no front-desk follow-up. Included -
Patient savings toolsShow member savings clearly in every patient conversation. Included - Clerri UniversitySelf-paced training that gets your whole team up to speed fast. Included
-
Real-time reportingLive numbers on members, revenue, and renewals across every office. Included
Added to your monthly cost $0.00
Clerri Rewards
Rewards for growing your membership
Front-office staff earn points toward gift cards for every new member they enroll. Grow the practice, and grow your own rewards right alongside it.
- Earn points every time you enroll a new member
- Turn points into gift cards your team actually wants
- Fresh bonus rewards every month, so momentum never stalls
Growth services
More than a membership platform
Every customer gets white-glove onboarding, consulting, and success services to design, launch, and grow their plan quickly.
Expert guidance
Seamless implementation, full training, and a fast launch, drawing on insights from thousands of practices.
Tailor your plan
Choose the services and procedures to include and how to price them. Find the right balance for you and your patients.
Add the options you want
Monthly payments, family discounts, or specialist coverage. Build a plan that fits your patients and your workflow.
Safe and secure
Compliant by design
Built to meet state and federal regulations, including DPO, DMPO, and Knox-Keene, plus security standards like HIPAA and PCI.
Compliance and security- DPO
- DMPO
- Knox-Keene
- HIPAA
- PCI
Questions
Platform FAQs
How do I get started with a membership plan?
It is simpler than ever, and it is 100% free to set up. The first step is to schedule a live online demo with a Clerri rep. If you decide to move forward, an onboarding specialist helps you design and price your plan and trains your team on the platform. Once you launch, patients can sign up from any device in 1 to 2 minutes and get immediate access to their benefits, and a Clerri growth specialist routinely reviews your plan to help you enroll more members.
How much does a membership plan cost?
Plans are designed by dentists around local demographics, treatment preferences, and economics, so costs vary. On average, patients pay about $30 per month, or $360 per year, for preventive care, including cleanings, exams, x-rays, fluoride, and an emergency visit. They also save 10 to 25% on other procedures and get a 5 to 10% discount for adding family members.
What is a dental membership plan?
Like a subscription service, a Clerri membership plan lets patients pay a monthly or annual fee directly to their dentist 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.
How is a membership plan different from dental insurance?
A membership plan is a direct agreement between a patient and their dentist, with no insurance middleman. Unlike traditional insurance, the dentist designs the treatment plan, sets the price, and controls the fee schedule. There are no deductibles, waiting periods, annual maximums, claim denials, or pre-approvals. The result is lower cost and less administration, with savings passed to patients while production and profitability go up.
Predictable revenue. Loyal patients. Zero hassle.
See the platform, the enrollment flow, and the revenue math for your practice. Request a 15-minute walkthrough, no obligation.
Request a 15-minute walkthrough Free to set upLive in two weeks or lessWorks inside your PMS
Figures are illustrative and not a guarantee of results. Membership plans are not insurance.