Clerri supports PracticeWorks through managed data partnerships. Your front desk gets the same enrollment flow, savings tool, and automated billing every Clerri practice relies on, with setup handled for you.
Clerri supports PracticeWorks through data partnerships, with setup managed for you. Here is what that means for your practice.
Works with your system
Clerri supports PracticeWorks through established data partnerships, so membership fits into the system your team already uses.
Managed setup
The Clerri team configures the connection to your PracticeWorks environment for you. There is nothing for your office to build or maintain.
Same front-desk tools
Enrollment, the patient savings tool, and automated billing work the same way they do for every Clerri practice.
Guided onboarding
The Clerri growth team manages setup and training for new and existing customers, so going live is smooth.
How it works
Four everyday moves for your PracticeWorks front desk
The Clerri Bridge works alongside PracticeWorks 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 alongside the PracticeWorks schedule 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 carry over from PracticeWorks, so a new member is enrolled in seconds with no duplicate entry.
Inside the Clerri Bridge
Everything membership needs, working with PracticeWorks
Enrollment, patient savings, billing, marketing, and reporting, all working alongside the system your team already uses.
One-click enrollment
Enroll a patient in about 30 seconds, with their details carried over from PracticeWorks.
Right in your workflow
Review insured, cash, and membership patients alongside the PracticeWorks schedule.
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 stay in step with PracticeWorks through the supported connection.
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
PracticeWorks integration FAQs
Is this a native integration?
No. Clerri supports PracticeWorks through our data partnerships rather than a native or direct connection. The front-desk experience is the same: enrollment, the savings tool, and automated billing all work with your PracticeWorks data. Reach out and we will confirm your exact setup.
What does the front desk actually see?
The Clerri Bridge surfaces membership-fit patients using your PracticeWorks data. Your team can show a patient their savings by procedure, enroll them in about 30 seconds with details carried over from PracticeWorks, and let billing and renewals run automatically.
Does our data end up living in two places?
No. PracticeWorks stays the source of truth. Clerri reads patient details through the supported connection and keeps membership activity, payments, and balances in step, so your team never maintains the same record twice.
What does setup look like on our side?
Light. The Clerri team configures the connection to your PracticeWorks environment and manages the whole transition, so there is nothing for your office to build or maintain.
How long does it take to go live?
Timelines vary by setup, but for most practices it is a light, guided process managed by the Clerri growth team, not a system conversion. Reach out and we will confirm the plan for your exact PracticeWorks setup.
See Clerri running inside PracticeWorks.
Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and how Clerri supports your PracticeWorks setup, live.
