The production already sitting in your chart.
Patients said yes to the diagnosis and never got scheduled. For many practices that adds up to a seven-figure number. Clerri pulls that list every morning, shows who is coming in today, and gives your team the two tools that turn it into care: member savings and financing, on one screen.
Diagnosed. Accepted. Never scheduled.
Every practice has a version of this list: crowns, implants, perio treatment that patients agreed to and never booked. It does not show up as a loss on any report, so it quietly grows.
The reasons are almost always the same. The visit felt expensive, the timing was wrong, and nobody had a simple next step to offer. Clerri gives your front desk that next step.
Four minutes every morning
The workflow practices run before the first patient sits down.
- 01
Pull the list
The Bridge pulls unscheduled treatment from your PMS every morning and matches it against today's schedule.
- 02
Know who is coming in
Your team sees which of today's patients have open treatment and what it is worth before they arrive.
- 03
Show the savings chairside
One screen shows what the treatment costs as a member. On cases like these, the savings alone can cover the cost of the plan.
- 04
Enroll and finance right there
Membership enrollment and a Cherry financing pre-approval run from the same screen, with a range back in seconds.
Savings starts the conversation. Financing finishes it.
The membership
Members save on the treatment itself and get their preventive rhythm, cleanings, exams, and X-rays, built into the plan. The savings turn a hard conversation into an easy one.
The financing, by Cherry
For bigger treatment, staff start a Cherry pre-approval from the same screen. A range comes back in seconds and stays valid for 60 days, and the patient applies on their phone in about 30 seconds while checkout is managed end to end.
This is the Clerri ecosystem at work. See how it connects
Unscheduled treatment FAQs
Where does the list come from?
From your own PMS. The Bridge reads diagnosed, unscheduled treatment and matches it to your schedule every morning, across 13 supported systems. Nothing is exported or re-keyed.
Does this add work for my front desk?
It removes a step. The list is pulled for you, savings are calculated for you, and enrollment and financing run from the screen your team is already in.
What if the patient cannot pay even with member savings?
That is what the Cherry integration is for. A pre-approval takes seconds, the range stays valid for 60 days, and the patient applies on their phone in about 30 seconds.
Is this part of the Clerri platform?
Yes. The morning pull is part of the Bridge, and the Cherry connection is built into the platform, with no separate software to manage.
Find out what is sitting in your chart.
Book a 15-minute walkthrough and we will show you the morning pull running on a schedule like yours.
Book a walkthrough