DentalHQ vs Dental Menu vs Clerri

DentalHQ, Dental Menu, and Clerri all help practices run their own membership plans, but each leads with something different. DentalHQ is a dentist-founded platform that describes its software as best for DSOs and multi-location practices. Dental Menu lets patients build a plan from a menu of services and includes a patient rewards program. Clerri (formerly Kleer and Membersy) pairs software that works inside your PMS schedule with a team that handles setup, compliance, marketing, and member support for 25,000+ dentists across all 50 states, from single-location practices to 7 of the 10 largest DSOs.

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.

DentalHQ vs Dental Menu vs Clerri: key differences

• Clerri practices experience membership plan statistics showing 76% more visits, 146% more procedures, and 172% higher cash production when comparing membership patients to their prior behavior as cash-pay patients.
• Clerri Bridge technology enables one-click enrollment directly within PMS schedule views, so staff can enroll a patient in about 30 seconds without leaving the schedule. DentalHQ and Dental Menu also integrate with practice management systems, so ask each vendor to enroll a test patient live and compare the steps.
• Clerri integrates with 90% of PMS systems and holds authorized vendor status with Open Dental for sub-second bidirectional sync.
• DentalHQ serves 1,000+ practices with transparent month-to-month flexibility, while Dental Menu offers patient-customizable plans with tiered service options.
• Clerri has proven enterprise scalability with 7 of the top 10 DSO leaders using the platform, including documented 40+ location deployments completed in 14 days.

What does dental membership plan software do?

Dental membership platforms help practices create subscription-based programs that give uninsured and underinsured patients access to preventive care and treatment discounts. These platforms replace insurance dependency with practice-controlled revenue streams that deliver predictable monthly income.

The core benefits of implementing a dental membership plan include:

• Recurring revenue: Monthly or annual subscription fees create stable cash flow independent of insurance reimbursement cycles
• Higher patient engagement: Members commit financially to their dental health, increasing visit frequency and treatment acceptance
• Margin control: Practices set their own pricing rather than accepting stagnant insurance reimbursement rates
• Patient retention: Subscription relationships create loyalty that keeps patients returning

All three platforms address these fundamentals, but their approaches differ significantly in execution depth and proven outcomes.

Patient outcomes: DentalHQ vs Dental Menu vs Clerri

Clerri stands apart from competitors through documented research proving membership plans change how patients engage with dental care. The Membership Effect research shows measurable improvements when comparing the same patients before and after membership enrollment.

Documented outcomes from Clerri practices:

• 76% more visits compared to prior cash-pay behavior
• 146% more procedures accepted and completed
• 172% cash production increase per patient
• New patient retention increases from 40% to 90% with membership plans

DentalHQ reports +37% membership revenue growth for its practices, while Dental Menu claims members are "23x more likely" to accept treatment. However, only Clerri provides longitudinal data tracking the same patients before and after enrollment, demonstrating that membership plans fundamentally change patient behavior rather than simply attracting patients who would have engaged anyway.

This research matters because it proves ROI. Practices choosing Clerri gain access to data showing exactly what membership programs deliver, removing guesswork from the investment decision.

PMS integration: DentalHQ vs Dental Menu vs Clerri

Practice management software integration determines whether membership enrollment becomes part of daily workflow or remains a separate task staff forget to perform. The three platforms take distinctly different approaches to PMS connectivity.

How Clerri integrates with your PMS

Clerri Bridge represents a technical advancement in dental membership software. Rather than requiring staff to switch between systems, Bridge overlays directly on PMS schedule views to:

• Surface enrollment opportunities in real-time as staff review the daily schedule
• Enable one-click enrollment that pulls patient information directly from the PMS
• Eliminate duplicate data entry that slows enrollment and introduces errors
• Show patient savings summaries with procedure-level breakdowns during conversations

Clerri maintains authorized vendor status with Open Dental, enabling sub-second bidirectional sync and simultaneous payment posting. The platform integrates with 90% of all practice management software, including Dentrix, Dentrix Ascend, Dentrix Enterprise, Eaglesoft, Open Dental, Oryx, and XLDent.

How DentalHQ integrates with your PMS

DentalHQ says it connects with 60+ practice management systems, with payment and member status write-back on Dentrix, Eaglesoft, and Open Dental, Dentrix Ascend write-back in beta, and a Curve Hero integration rolling out. The platform automates renewals, with 95%+ automated renewals.

How Dental Menu integrates with your PMS

Dental Menu provides PMS setup support during onboarding and offers automated provider revenue assignment that credits the correct provider for services rendered. The platform supports bidirectional sync and automated payment posting.

The key difference: Clerri's Bridge technology embeds membership management into existing workflows so staff never toggle between systems. This workflow integration, combined with the broadest PMS coverage, makes Clerri a strong choice for practices prioritizing enrollment efficiency.

Automation and patient engagement features

All three platforms automate core membership functions, but the depth of automation and engagement capabilities varies.

Clerri automation features

• Automated payment processing with direct deposit to practice bank accounts
• Real-time benefit tracking showing services used and remaining
• Automated renewals and billing cycle management
• Patient-facing portal for payment updates and plan changes
• Marketing automation including personalized landing pages, brochures, social media tools, and Google Ads templates

SmartDesign and SmartPricing AI for data-driven plan configuration

DentalHQ automation features

• Automatic email and SMS invitations to patient base
• Automated renewals with 95%+ automation rate
• Care Plan Library with pre-built templates
• BusinessConnect marketing for corporations and retirement communities
• Multi-location dashboard with roll-up reporting

Dental Menu automation features

• Automated payments and failed payment recovery
• Text and email reminders for appointments and renewals
• Marketing materials with design support included
• Automated provider revenue assignment for multi-provider practices
• Patient rewards program built into the platform

Clerri's SmartDesign and SmartPricing capabilities use aggregated data across 25,000+ dentists to optimize plan configuration based on practice demographics and treatment protocols. This data-driven approach removes guesswork from plan design, giving Clerri users an advantage competitors cannot replicate without similar scale.

Implementation, training, and support

Software alone does not drive membership growth. Staff training, implementation support, and ongoing optimization determine whether practices achieve their enrollment goals.

Clerri support and training

Clerri provides Growth Services that extend far beyond software access:

• Custom plan design based on practice demographics and treatment philosophy
• White-glove implementation with comprehensive team training
• Rapid launch programs with documented 40+ location implementations in 14 days
• Seamless member migration for practices switching platforms
• Dedicated customer success teams conducting periodic health checks
• Proactive growth coaching comparing practice performance to benchmarks
• Bilingual support in English and Spanish
• Clerri University learning management system for ongoing staff training
• Clerri Rewards Program incentivizing staff enrollment efforts

DentalHQ support

DentalHQ emphasizes responsive support with real people who understand dentistry. The platform provides implementation assistance and ongoing support, though specific service levels are not detailed publicly.

Dental Menu support

Dental Menu assigns a dedicated Customer Success Manager to each practice and offers phone support alongside implementation assistance. The platform includes PMS setup and team training during onboarding.

For practices and DSOs requiring enterprise-grade support, Clerri's combination of rapid deployment, ongoing coaching, and staff incentive programs creates a comprehensive growth ecosystem that software-only approaches cannot match.

Market presence and case studies

Scale and proven deployments indicate platform reliability and the ability to support growth.

Clerri market presence

• 25,000+ dentists across all 50 states
• 5,000+ independent practices
• 200+ group practices
• 7 of the top 10 DSOs including Heartland Dental, Smile Brands Inc., and TAG

Clerri case studies

• 7 to 7 Dental: Grew membership revenue from $349,000 to projected $1.63 million, with member production averaging $2,300 versus $1,200 from insurance patients
• GEN4 Dental Partners: Implemented across 40+ locations in 14 days, enrolling 500+ members immediately
• Great Lakes Partners: Achieved 95% increase in first quarter enrollments year-over-year
• SkyRidge Dental: 8X increase in enrollment, growing from 14 new members annually to 125

DentalHQ market presence

DentalHQ serves 1,000+ practices and has partnerships with state dental associations. The platform was founded by Dr. Brett Wells, a practicing dentist operating a 7-location DSO.

Dental Menu market presence

Dental Menu reports serving hundreds of offices nationwide.

Clerri's larger network provides several advantages: more data for plan optimization, proven scalability for growing practices, and validation from the largest dental organizations in the country.

State compliance and data security

Membership plans operate under state-specific regulations that create compliance complexity for multi-state practices. Platform choice affects compliance burden significantly.

Clerri compliance

Clerri administers plans as a discount medical operator and handles state-by-state regulatory requirements automatically:

• 50-state compliance coverage including DMPO and Knox-Keene requirements
• HIPAA compliance for patient data protection
• PCI compliance for secure payment processing
• Continuous regulatory monitoring with automatic updates
• Compliant plan agreements, marketing materials, and member communications

Clerri industry partnerships

Clerri maintains partnerships with AADOM (American Association of Dental Office Management), ACTdental, Dental Success Network, Dentist Entrepreneur Organization, Scott Leune/Practice Mastery, Smile Source, and other industry organizations.

DentalHQ compliance

DentalHQ maintains HIPAA compliance and emphasizes its partnerships with state dental associations for credibility and endorsement.

Dental Menu compliance

Dental Menu operates as a HIPAA-compliant platform with standard security measures for patient data and payment processing.

Whether a practice has one location or operates across several states, Clerri's compliance infrastructure removes the need to track varying state regulations manually.

Which is better: DentalHQ, Dental Menu, or Clerri?

Several capabilities distinguish Clerri from both DentalHQ and Dental Menu:

What sets Clerri apart

1. The Membership Effect research: Quantified data proving membership changes patient behavior, unavailable from any competitor
2. Clerri Bridge technology: Enrollment in about 30 seconds from the PMS schedule view
3. Authorized vendor status: Authorized Open Dental integration partner with sub-second, real-time sync
4. Enterprise-proven scale: 7 of the 10 largest DSOs, documented rapid deployments at 40+ locations
5. SmartDesign and AI: Data-driven plan optimization based on 25,000+ dentist network

DentalHQ strengths

DentalHQ offers month-to-month terms and the credibility of being built by a practicing dentist, though its own site says its software is best for DSOs and multi-location practices. For independent practices that want a team handling plan design, compliance, and member support alongside the software, Clerri covers more of the program from day one.

Dental Menu strengths

Dental Menu's patient-customizable plan menus let patients choose their own service combinations, which suits practices that want patients building their own plans, though it also means more plan options for the front desk to explain at each enrollment.

For practices and DSOs committed to growth, Clerri's combination of proven outcomes, workflow integration, enterprise support, and data-driven optimization delivers a strong foundation for membership program success.