Clerri connects to XLDent through a native, two-way integration. Your team enrolls members from the schedule view they already know, and membership activity, payments, and balances write back automatically.
A native, two-way integration means membership runs inside the system of record, not beside it. Here is what that buys your practice.
Two-way sync
Patient information entered in XLDent appears in Clerri automatically, and membership activity writes back. No manual entry, no data drift.
Built in, not bolted on
The Clerri Bridge runs on top of the XLDent workflow your team already uses, so there is nothing new to switch between.
Security by design
Patient information moves between Clerri and XLDent with HIPAA and PCI standards handled, keeping your practice in control.
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, right in XLDent
The Clerri Bridge sits on top of XLDent 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 XLDent 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 XLDent, so a new member is enrolled in seconds with no duplicate entry.
Inside the Clerri Bridge
Everything membership needs, inside XLDent
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 XLDent.
Right in your schedule
Review insured, cash, and membership patients from the XLDent 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 XLDent 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
XLDent integration FAQs
Is the XLDent integration native?
Yes. Clerri's integration with XLDent is native and two-way. Patient details flow from XLDent into Clerri, and membership activity, payments, and balances write back automatically.
What does the front desk actually see?
The Clerri Bridge surfaces membership-fit patients right in the XLDent schedule view. Your team can show a patient their savings by procedure, enroll them in about 30 seconds with details pulled from XLDent, and let billing and renewals run automatically.
Does our data end up living in two places?
No. XLDent 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.
Will this change how our team works in XLDent?
No. Your team keeps working in XLDent the way they do today. Clerri adds membership visibility, one-click enrollment, and the savings tool on top of the schedule view, and everything else stays the same.
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 XLDent.
Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and the native two-way sync, live.
