Selecting a dental membership platform determines how effectively your practice can reduce insurance dependency and build predictable recurring revenue. BoomCloud, illumitrac, and Clerri all run in-house dental membership plans, but they differ in how much they handle for you. BoomCloud is subscription software with published monthly pricing and a Patient Marketplace, and illumitrac sells a one-time license for a membership club that runs alongside your practice management system. Clerri (formerly Kleer and Membersy) works inside your PMS schedule and adds a team that handles plan design, compliance, marketing, and member support through its membership platform, for single-location practices and large groups alike.
A note on names: Kleer and Membersy merged in 2024 and became Clerri in 2025. Older reviews, listings, and articles may still use the Kleer or Membersy name for the same platform.
Key takeaways: BoomCloud vs illumitrac vs Clerri
- Clerri serves 25,000+ dentists nationwide, from single-location practices to 7 of the 10 largest DSOs. BoomCloud reports 1,600+ practices, and illumitrac reports 1,700+ practices with options for solo practices and multi-location groups.
- Clerri's "Membership Effect" research documents 76% more visits, 146% more procedures, and 172% cash production increase, while competitors rely on testimonial-based evidence.
- Clerri Bridge integrates with 90% of PMS, enabling one-click enrollment from schedule views, while BoomCloud supports top 3 PMS systems and illumitrac operates as a standalone platform.
- For practices prioritizing compliance, Clerri handles regulatory requirements nationwide, including DMPO, Knox-Keene, HIPAA, and PCI requirements across all 50 states, reducing legal risk for multi-state operations.
- Clerri provides custom solutions based on practice needs, while BoomCloud and illumitrac offer alternative approaches to membership management.
What do dental membership platforms do?
Dental membership platforms enable practices to create and manage in-house subscription plans as alternatives to traditional dental insurance. These cloud-based solutions help practices design plan tiers, automate enrollment and renewals, process payments, and communicate with members. The three platforms analyzed here represent distinct approaches to membership management.
BoomCloud vs illumitrac vs Clerri at a glance
Clerri positions itself as the industry-leading dental membership platform, formed through the merger of platforms and rebranded in July 2025. The platform serves the full spectrum of dental practice types, from solo practitioners to the largest DSO networks. Clerri emphasizes deep PMS integration, quantified outcomes data, and enterprise scalability.
BoomCloud is a growth-focused platform founded in 2014 by Jordon Comstock in Lehi, Utah. The platform emphasizes transparent operations and includes a unique Patient Marketplace feature for lead generation. BoomCloud reports serving 1,600+ practices with AI-powered plan building capabilities.
illumitrac launched in 2013 from Portland, Oregon, offering a simplified, standalone membership system. The platform emphasizes full practice ownership of patient relationships and data, with a one-time fee model that appeals to practices testing the membership concept.
The fundamental difference lies in delivery model: Clerri provides end-to-end automation with deep workflow integration, BoomCloud offers growth tools with transparent operations, and illumitrac delivers a standalone system.
Patient outcome data: Clerri vs BoomCloud vs illumitrac
Membership patients behave differently than cash-pay or uninsured patients, and Clerri has documented these behavioral changes through longitudinal research. This data-driven approach separates Clerri from competitors that rely primarily on testimonials and self-reported case studies.
Quantified patient behavior changes with Clerri:
- 76% more visits compared to when patients were cash-pay or uninsured
- 146% more procedures accepted and completed
- 172% cash production increase from membership patients
- New patient retention increases from 40% to 90% with membership plans
BoomCloud and illumitrac cite improved patient outcomes through testimonials, but these claims come from individual practice reports rather than systematic research across thousands of providers.
Clerri recommends practices review the Membership Effect research to understand how membership plans transform patient engagement and practice economics.
Boosting Practice Revenue with Clerri's Membership Model
Stagnant insurance reimbursement rates squeeze practice margins. More than half of all dental practices report that insurance reimbursement challenges hold back growth. Membership plans address this by creating a revenue stream that practices control directly.
Real-world Clerri results demonstrate revenue impact:
- 7 to 7 Dental & Orthodontics grew membership revenue from $349,000 to $1.63 million projected
- The same practice reported higher annual production from members versus insurance patients
- SkyRidge Dental achieved an 8X enrollment increase, growing from 14 new members per year to 125
- Great Lakes Dental Partners experienced 95% enrollment increase in first quarter 2025 compared to the prior year
These documented outcomes from customer stories provide the ROI validation that practice owners and CFOs need when evaluating platform investments.
PMS integration compared: Clerri vs BoomCloud vs illumitrac
PMS integration determines how much manual work membership management requires. Clerri Bridge transforms existing practice management software into an enrollment engine, while competitors require separate workflows or manual data entry.
Clerri's integration capabilities:
- Integrates with 90% of PMS
- Authorized Open Dental integration with sub-second data synchronization
- Supports Dentrix, Dentrix Ascend, Dentrix Enterprise, Eaglesoft, Open Dental, Oryx, and XLDent
- Bidirectional data sync eliminates duplicate entry
BoomCloud's integration coverage:
- Supports top 3 systems: Dentrix, Eaglesoft, and Open Dental
- Standard integration capabilities
- Automated billing and renewals included
illumitrac's approach:
- Standalone system with no PMS integration
- Patients enroll through a white-labeled online sign-up page; membership data is not synced with the PMS
- Practice handles benefit tracking separately
The integration gap creates real operational differences. Practices using Clerri save 3-5 minutes per enrollment through one-click functionality that pulls information directly from the PMS. Over 200 annual enrollments, that efficiency saves 10-17 hours of staff time.
How Clerri Bridge Enhances Staff Productivity and Patient Conversion
Clerri Bridge functions as a workflow overlay that sits on top of existing PMS schedule views. Staff can instantly review insured, cash, and membership patients without toggling between systems.
Clerri Bridge workflow features:
- Real-time schedule views showing enrollment opportunities for uninsured and underinsured patients
- Procedure-level breakdowns displaying full price, member price, and savings amounts
- Single-click enrollment that pulls patient information from the PMS
- Automated payment posting to practice management systems
- Benefit tracking showing which services patients have used and what remains available
Practices considering deeper PMS integrations can explore Clerri's authorized partnerships with major dental software vendors.
Features compared: BoomCloud vs illumitrac vs Clerri
All three platforms offer core membership management capabilities, but the depth of features varies significantly based on target market and delivery philosophy.
Plan creation: BoomCloud vs illumitrac vs Clerri
Clerri features:
- Multiple care tiers: Child, adult, senior, perio
- AI-powered plan builder: SmartDesign & SmartPricing
- Payment options: Monthly & Annual
- Automated renewals: Yes
- Patient portal: Yes
- White-label branding: Practice-branded
BoomCloud features:
- Multiple care tiers: Yes, multiple tiers
- AI-powered plan builder: Data-driven capabilities
- Payment options: Monthly & Annual
- Automated renewals: Yes
- Patient portal: Yes
- White-label branding: Practice-branded
illumitrac features:
- Multiple care tiers: Basic tiers available
- AI-powered plan builder: Manual configuration
- Payment options: Monthly & Annual
- Automated renewals: Yes
- Patient portal: Yes
- White-label branding: Full white-label
Marketing and member acquisition tools compared
Clerri provides comprehensive marketing support that extends beyond basic enrollment tools:
- Personalized landing pages for patient enrollment
- Google Ads templates and social media tools
- Direct mail resources and brochure templates
- Automated marketing tools for dormant and uninsured patients
BoomCloud offers a Patient Marketplace connecting patients searching for dental membership plans to participating practices. This SEO-optimized lead generation tool represents a differentiating feature.
illumitrac provides customizable marketing materials for patient acquisition.
Membership analytics and reporting compared
Clerri's analytics dashboards provide visibility into:
- Enrollment trends and patient behavior patterns
- Benefit utilization data
- Renewal and retention rates
- Revenue tracking and forecasting
- Comparisons of performance across patient types
BoomCloud emphasizes MRR/ARR tracking for practices focused on recurring revenue metrics.
Implementation, training, and support compared
Implementation support and ongoing training determine how quickly practices achieve results from their membership platform investment.
Clerri's Growth Services
Clerri's growth services extend beyond software to provide comprehensive practice support:
Implementation services include:
- Custom plan design based on practice demographics and treatment philosophy
- Comprehensive team training
- Rapid launch programs with documented 40+ location implementations in 14 days
- Seamless member migration for practices switching platforms
Ongoing customer success features:
- Periodic health checks evaluating plan performance against benchmarks
- Proactive growth coaching
- Performance audits comparing results to industry peers
- Bilingual support in English and Spanish for staff and members
Empowering Your Team with Clerri University and Rewards
Clerri University functions as a learning management system providing:
- Foundational courses on dashboard navigation
- Quick how-to guides for strategy implementation
- Onboarding materials for new team members
- On-demand training that reduces ramp-up time
The Clerri Rewards Program incentivizes staff enrollment efforts by recognizing and rewarding team members who successfully enroll new patients. This built-in motivation system drives frontline staff engagement with membership promotion.
BoomCloud and illumitrac support
- BoomCloud provides a strategy coach and marketing templates
- illumitrac offers a Club Success Coach for implementation guidance
Who BoomCloud, illumitrac, and Clerri serve
Each platform serves distinct customer segments based on scale, complexity, and growth objectives.
Who uses Clerri
Clerri targets three primary segments:
- Independent dental practices: 5,000+ independent practices across all 50 states
- Group practices: 200+ group practices with multi-location needs
- Dental support organizations: 7 of top 10 DSOs including Heartland Dental, Smile Brands Inc., and GEN4 Dental Partners
Notable enterprise clients demonstrate Clerri's scalability:
- Heartland Dental
- Smile Brands Inc.
- TAG (The Aspen Group)
- MB2 Dental
- Great Lakes Dental Partners
For DSOs and groups, Clerri provides centralized dashboards, rollup reporting, and compliance infrastructure across multiple states.
Who BoomCloud is built for
BoomCloud serves practices focused on:
- Practices seeking patient acquisition through the Patient Marketplace
- Multi-location groups with specific operational needs
- Practices emphasizing PPO exit strategies
Who illumitrac is built for
illumitrac serves:
- Practices testing membership concepts
- Practices that want a one-time license and full data ownership
- Practices prioritizing simplicity over automation
Clerri industry partnerships
Clerri has established strategic partnerships across the dental industry ecosystem that enhance platform value and provide additional practice resources.
Key Clerri partnerships include:
- AACA (clear aligners)
- AADOM (American Association of Dental Office Management)
- ACTdental (consulting)
- Dental Success Network (education)
- Dentist Entrepreneur Organization
- Scott Leune/Practice Mastery (coaching)
- Smile Source (buying group)
- Synergy Dental Partners (DSO services)
The partnership program offers:
- Dedicated partner support
- Co-marketing opportunities including webinars and case studies
- Technical integration assistance
- Revenue-sharing programs
These relationships strengthen Clerri's position within the broader dental practice ecosystem and provide practices with connected resources for growth beyond membership management alone.
Compliance and security: BoomCloud vs illumitrac vs Clerri
Dental membership plans operate under specific regulatory frameworks that vary by state. Compliance requirements can create significant administrative considerations for practices managing plans independently.
How dental membership plans differ from dental insurance
Clerri dental membership plans are not insurance products. Members pay periodic fees for access to discounts on specified dental services rendered by participating providers according to published fee schedules. Members pay providers directly for services.
Key regulatory considerations:
- Plans are not qualified health plans under the Affordable Care Act
- Do not meet minimum creditable coverage requirements under Massachusetts law
- Must comply with state-specific DPO, DMPO, and Knox-Keene requirements
- Clerri serves as a discount medical plan operator
Clerri data security and compliance
Clerri's compliance and security infrastructure handles regulatory complexity across all 50 states:
Compliance coverage includes:
- DMPO requirements (Discount Medical Plan Organization)
- Knox-Keene compliance for California operations
- State-by-state regulatory monitoring and updates
- Compliant plan agreements and marketing materials
Security standards maintained:
- HIPAA compliance for patient data protection
- PCI compliance for payment processing
- Encryption for data transmitted and stored
- Continuous monitoring and vulnerability assessments
BoomCloud and illumitrac compliance
BoomCloud stores member contact, plan, and billing data rather than clinical records, encrypts it, and leaves decisions about state plan rules to the practice and its attorney. illumitrac says its software is built to HIPAA encryption standards, supports state-by-state requirements for in-house membership clubs, and is compliant in all 50 states, but it does not state that it holds DMPO licenses on the practice's behalf, which leaves practices to handle licensing questions with illumitrac and their own attorney.
For practices concerned about regulatory complexity, the compliance guide provides detailed state-by-state requirements.
Which is better: BoomCloud, illumitrac, or Clerri?
Each platform offers different delivery models and approaches to membership management that practices should evaluate based on their specific needs and objectives.
Clerri provides custom solutions tailored to practice size, complexity, and growth objectives. The platform includes comprehensive implementation support, training, and ongoing customer success services as part of the engagement.
BoomCloud and illumitrac are software you configure and run yourself: BoomCloud publishes monthly pricing and focuses on patient acquisition tools, while illumitrac sells a one-time license and emphasizes simplicity and full practice control. Clerri runs inside your practice management system and includes a dedicated success manager, plan design, DMPO licensing in all 36 states that require it, and bilingual member support.
How to evaluate dental membership platform value
When evaluating platforms, consider:
- Workflow efficiency: Integration capabilities that reduce manual work
- Support services: Implementation, training, and ongoing assistance
- Compliance handling: State-by-state regulatory management
- Scalability: Ability to grow with practice expansion
The lowest initial investment doesn't always represent the best value. Consider hidden operational costs like staff time for manual workflows, compliance management, and administrative overhead.
For a practice enrolling 200 members annually, Clerri's 3-5 minute savings per enrollment translates to 10-17 hours of recovered staff time. Combined with the documented revenue lift from membership patients, these efficiency gains often justify platform investment, and they matter most in a small office: with Clerri Bridge, enrolling a patient takes about 30 seconds from the schedule, so even a two-person front desk can grow a plan without adding work.
Setup is free, single practices stay month to month, most practices are live in about two weeks, and every practice gets a dedicated success manager.
Frequently Asked Questions
Frequently asked questions
What is the primary difference between a dental membership plan and dental insurance?
Dental membership plans are discount programs where patients pay a periodic subscription fee for access to reduced rates on dental services. Members pay providers directly for services rendered. Unlike insurance, membership plans do not involve claims processing, waiting periods, or annual maximums. Clerri administers plans as a discount plan operator, handling compliance requirements while practices maintain direct patient relationships. This model gives practices control over pricing and eliminates the administrative burden of insurance verification and claim submissions.
How does Clerri Bridge enhance the patient enrollment process?
Clerri Bridge overlays existing PMS schedule views, allowing staff to identify enrollment opportunities without switching between systems. The tool displays procedure-level breakdowns showing full price, member price, and savings, making benefit explanations simple. Single-click enrollment pulls patient information directly from the PMS, saving 3-5 minutes per patient and eliminating duplicate data entry. This workflow integration increases enrollment rates by reducing friction at the point of conversation.
What kind of support and training does Clerri offer to practices?
Clerri provides comprehensive growth services including custom plan design, team training, and rapid launch programs. Clerri University offers on-demand training modules for staff onboarding and skill development. Customer success teams conduct periodic health checks evaluating plan performance against industry benchmarks, with proactive growth coaching to keep plans on track. Bilingual support serves both practice staff and members via email, phone, and chat.
Is Clerri suitable for single-location practices, group practices, or DSOs?
Clerri serves all three segments effectively. The platform supports 5,000+ independent practices, 200+ group practices, and 7 of top 10 DSOs. Single-location practices benefit from the same PMS integration and automation features that enterprise clients use. Group practices and DSOs gain centralized dashboards, rollup reporting, and standardized compliance across locations. GEN4 Dental Partners implemented Clerri across 40+ locations in just 14 days, demonstrating enterprise deployment capability. A single office gets the same free setup and dedicated success manager, on month-to-month terms.
How does Clerri ensure compliance with healthcare regulations like HIPAA?
Clerri maintains HIPAA compliance for patient data protection and PCI compliance for payment processing. The platform's compliance infrastructure handles state-specific requirements including DMPO and Knox-Keene regulations across all 50 states. Security measures include encryption for data in transit and at rest, continuous monitoring, and regular vulnerability assessments. Clerri's compliance team monitors regulatory changes and updates platform handling accordingly, reducing the administrative requirements for practice teams.
What tangible benefits can a dental practice expect from implementing Clerri's platform?
Practices using Clerri document measurable outcomes through the "Membership Effect" research. Data shows 76% more visits, 146% more procedures, and 172% cash production increase when comparing membership patients to their behavior as cash-pay patients. New patient retention increases from 40% to 90%. Case studies show results like 7 to 7 Dental & Orthodontics growing membership revenue significantly. Practices can explore detailed outcomes in customer stories.
