Selecting the right dental membership platform determines whether a practice builds predictable recurring revenue or requires manual administration and missed enrollment opportunities. BoomCloud, Smile Advantage, and Clerri all run in-house dental membership plans with automated billing and renewals. BoomCloud charges a monthly software fee plus a per-member fee and adds a Patient Marketplace, and Smile Advantage charges one flat monthly software fee. Clerri (formerly Kleer and Membersy) works inside your PMS schedule and adds a team for plan design, compliance, marketing, and member support, for single-location practices and large groups alike. Understanding these differences helps dental practices and DSOs select the platform that matches their growth objectives and operational requirements.
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.
- Clerri serves 25,000+ dentists and powers membership programs for single-location practices and 7 of the top 10 DSOs, making it the category leader in dental membership software.
- Clerri's published research documents 76% more visits, 146% more procedures, and 172% higher cash production from membership patients compared to their uninsured baseline, as detailed in the Membership Effect.
- Clerri Bridge lets staff enroll a patient in about 30 seconds from the PMS schedule view. BoomCloud and Smile Advantage also integrate with major practice management systems, so ask each vendor to enroll a test patient live in your schedule.
- Clerri provides automated compliance infrastructure across all 50 states, handling regulatory requirements including DMPO, Knox-Keene, HIPAA, and PCI compliance.
How dental membership plans work
Dental membership plans create subscription-based revenue streams that transform how practices engage uninsured and underinsured patients. These programs operate as discount medical plans, where members pay periodic fees for access to discounted services according to published fee schedules. Practices retain control over pricing, patient relationships, and revenue without insurance company interference.
The Rise of Subscription-Based Dentistry
Stagnant insurance reimbursement rates squeeze practice margins while operational costs continue rising. More than half of all dental practices cite insurance reimbursement as the primary factor holding back growth. Membership plans address this challenge by creating predictable cash flow from patients who historically visited inconsistently and accepted fewer treatments.
Membership plan benefits for practices and patients
Membership patients demonstrate measurably different behaviors. They complete more appointments, accept more treatment recommendations, and generate higher per-patient revenue. For patients, membership plans provide transparent pricing, immediate savings on preventive care, and a coverage-like experience without insurance complexity.
Clerri platform overview (formerly Kleer and Membersy)
Clerri operates as the industry-leading dental membership platform, formed through the merger of Kleer and Membersy. The unified platform serves 5,000+ practices with end-to-end membership management capabilities.
Clerri membership platform features
The Clerri Care Membership Platform enables practices to design, launch, and scale membership programs through:
- Plan creation and pricing tools that align with patient demographics and practice goals
- Multi-channel enrollment via email, text, or front-desk signup
- Automated payment processing with direct deposit to practice bank accounts
- Real-time performance dashboards tracking enrollments, renewals, and revenue
- Member account management for payment updates and plan changes
- Marketing assets including personalized landing pages, brochures, and social media tools
How Clerri Drives Practice Growth
Clerri transforms membership from an administrative task into a growth engine. The platform automates traditionally manual processes including payment posting, benefit tracking, and renewal management. This automation frees staff to focus on patient conversations rather than paperwork.
Practices using Clerri report retention improvements, with new patient retention increasing from approximately 40% to 90% with membership plans. The platform's growth services provide white-glove implementation support, ensuring practices launch successfully without diverting internal resources.
Patient outcome data: Clerri vs BoomCloud vs Smile Advantage
Clerri publishes patient behavior data measured across 25,000+ dentists, comparing the same patients before and after they joined a plan. This data documents specific outcomes that membership programs generate.
Clerri Membership Effect results
The "Membership Effect" research reveals that membership patients complete:
- 76% more visits compared to when those same patients were uninsured
- 146% more procedures per patient annually
- 172% higher production per membership patient
These metrics represent averages across Clerri's practice network, providing data-driven ROI projections rather than theoretical estimates. The Membership Effect research enables CFOs and executives to model expected returns before implementation.
Why outcome data matters when comparing platforms
BoomCloud says its members accept 2 to 3 times more treatment than PPO patients. Smile Advantage publishes volume metrics like 100K+ memberships but provides no per-practice production data.
Clerri's research-backed approach gives practices confidence in expected outcomes, transforming membership from a hopeful experiment into a predictable growth strategy.
PMS integration compared: Clerri vs BoomCloud vs Smile Advantage
Deep practice management software integration determines whether a membership platform enhances workflows or creates additional administrative steps. Clerri's 90%+ PMS coverage includes authorized vendor status with Open Dental.
How Clerri Bridge enrolls patients from the PMS schedule
Clerri Bridge is a significant technical innovation. This enablement application overlays existing PMS schedule views to:
- Surface enrollment opportunities by identifying uninsured and underinsured patients automatically
- Enable one-click enrollment by pulling patient data directly from the PMS
- Display patient savings summaries showing full price, member price, and savings by procedure
- Eliminate system-switching by keeping staff in their primary workflow
Clerri Bridge embeds enrollment directly into PMS schedule views, so teams can identify opportunities, show savings, and enroll a patient in about 30 seconds without leaving the schedule. BoomCloud and Smile Advantage also publish PMS integration capabilities, including patient import, ledger posting, and related automation. Clerri's edge is the depth of that schedule workflow, its PMS coverage across 13 named systems, and sub-second synchronization with Open Dental.
PMS sync, payment posting, and integration coverage
Clerri's PMS integrations provide bidirectional data synchronization with sub-second sync speeds. Automated payment posting writes transactions directly to the PMS ledger, eliminating 3-5 minutes of manual entry per patient signup. Benefit tracking shows which services patients have used and what remains available, enabling informed treatment conversations.
BoomCloud integrates with the top three PMS systems (Dentrix, Eaglesoft, Open Dental), while Smile Advantage includes PMS integration on its Pro plan and references "major PMS systems" without listing specific coverage.
Implementation, training, and support compared
Software alone produces incomplete results. Clerri's growth services extend the platform's value through expert-led implementation, ongoing optimization, and comprehensive training resources.
Clerri onboarding and training
Clerri's implementation services include:
- Custom plan design based on practice demographics and treatment philosophy
- Team training ensuring staff confidence in enrollment conversations
- Rapid launch programs with documented 40-location implementations in 14 days
- Member migration support for practices switching from other platforms
Clerri University functions as an on-demand learning management system with foundational courses, quick how-to guides, and onboarding materials for new team members. The Clerri Rewards Program incentivizes staff enrollment efforts by recognizing and rewarding successful signups.
Ongoing support: Clerri vs BoomCloud vs Smile Advantage
Customer success teams conduct periodic health checks evaluating plan performance against industry benchmarks. These reviews provide actionable improvement recommendations and compare practice results to peer progress. Bilingual support (English and Spanish) ensures faster help for both staff and members.
BoomCloud includes a dedicated success rep on its Pro plan, and Smile Advantage lists a dedicated account manager on its plans. All three platforms include some level of support, though Clerri's growth services position the platform as a strategic partner rather than a software vendor, with a dedicated success manager for every practice, from a single office to a DSO.
Who uses Clerri: single offices to DSOs
Clerri serves the full spectrum of dental practice types, from solo practitioners to the largest DSO networks. A single office gets the same platform, free setup, and dedicated success manager as the largest groups, on month-to-month terms.
Clerri customer success stories
Notable Clerri clients include Heartland Dental, Smile Brands Inc., TAG (The Aspen Group), GEN4 Dental Partners, and MB2 Dental. The platform serves 7 of the top 10 DSOs, and the same platform runs single-location practices, so a practice can start with one office and add locations without switching systems.
Documented case studies demonstrate measurable results:
- Great Lakes Dental Partners found a true growth partner in Clerri
- 7 to 7 Dental scaled membership revenue to $4.5M after switching to Clerri
- SkyRidge Dental achieved an 8X increase in enrollment, growing from 14 new members annually to 125
- GEN4 Dental Partners implemented Clerri across 40+ locations in 14 days, immediately enrolling 500+ members
View additional customer stories for implementation examples across practice sizes.
Dental membership plan compliance compared
Dental membership plans face different regulations by state, creating complexity for multi-state operations. Compliance failures expose practices to legal penalties and reputational harm.
How Clerri Handles Regulatory Requirements
Clerri provides automated compliance infrastructure across all 50 states, including:
- DMPO (Discount Medical Plan Organization) requirements in regulated states
- Knox-Keene compliance for California operations
- HIPAA compliance for patient data protection
- PCI compliance for secure payment processing
The platform continuously monitors regulatory changes and updates compliance handling accordingly. Clerri provides compliant plan agreements, marketing materials, and member communications, reducing the need for practices to research and draft compliance-critical documents.
Clerri treats compliance as a core part of the platform, with DMPO licenses in all 36 states that require them, Knox-Keene coverage in California, and HIPAA, PCI DSS, and SOC 2 Type I safeguards. BoomCloud publishes state regulation guidance and HIPAA-related resources, but it leaves decisions about state plan rules to the practice and its attorney. Smile Advantage focuses on membership and payment software, with one flat monthly fee, PMS integration on its Pro plan, and an Enterprise tier for multi-office groups, so ask Smile Advantage directly how plans are structured for your state's rules.
Which is better: BoomCloud, Smile Advantage, or Clerri?
Smile Advantage suits practices that want one flat monthly software fee. BoomCloud suits practices that want self-serve software and a Patient Marketplace listing. Clerri suits practices of any size that want enrollment in about 30 seconds from the PMS schedule plus a dedicated success manager, DMPO licensing in all 36 states that require it, and bilingual member support, with free setup and month-to-month terms for single practices.
Strengths of each platform
Clerri's advantages:
- Published patient behavior research measured across 25,000+ dentists
- Clerri Bridge workflow overlay for enrollment from the schedule in about 30 seconds
- Automated 50-state compliance infrastructure
- Proven enterprise deployment with 7 of top 10 DSOs
- 90%+ PMS coverage with authorized Open Dental integration
BoomCloud's strengths:
- Patient Marketplace, where people can find practices that offer membership plans
- Marketing-focused growth strategy
Smile Advantage's strengths:
- 100K+ memberships demonstrating operational scale
- One flat monthly fee with no per-member charges, with PMS integration reserved for the Pro plan
Frequently Asked Questions
Frequently asked questions
What are the main benefits of implementing a dental membership plan?
Dental membership plans create predictable recurring revenue while improving patient engagement and retention. Clerri's research documents 76% more visits and 172% higher production from membership patients compared to their uninsured baseline. Practices gain control over pricing and patient relationships without insurance company interference. The subscription model covers recurring overhead while building a loyal patient base that accepts more treatment recommendations.
How does Clerri's integration with practice management software improve office efficiency?
Clerri integrates with 90%+ of PMS systems, enabling automated payment posting, benefit tracking, and enrollment management. Clerri Bridge overlays PMS schedule views to surface enrollment opportunities and enable one-click signup without system-switching. This automation eliminates 3-5 minutes of manual data entry per patient while increasing conversion rates through reduced workflow friction.
Is a dental savings plan the same as dental insurance?
No. Dental membership plans are explicitly not insurance products. Members pay periodic fees for access to discounts on specified services according to published fee schedules. Members pay providers directly for services at discounted rates. Plans are not qualified health plans under the Affordable Care Act. Clerri administers plans as a discount medical plan with compliance infrastructure handling state-specific regulatory requirements.
What kind of support does Clerri offer to practices getting started with membership plans?
Clerri provides white-glove implementation including custom plan design, team training, and rapid launch programs. Documented cases show 40-location implementations completed in 14 days. Clerri University offers on-demand training resources, while customer success teams conduct periodic health checks comparing performance against industry benchmarks. Bilingual support assists both practice staff and members via email, phone, and chat.
How does Clerri help practices measure the success of their membership programs?
Clerri provides real-time performance dashboards tracking enrollments, renewals, payment issues, and revenue. Advanced analytics compare membership plan performance against visits, treatment acceptance rates, and revenue from cash-paying and PPO patients. The platform's Membership Effect research establishes benchmarks that practices measure against, enabling data-driven optimization of plan structure and pricing.
