Illumitrac vs Clerri: Choosing the Right Dental Membership Platform

Millions of Americans face barriers to dental care because they lack traditional insurance coverage. The rise of gig-economy workers, with rising numbers of independent workers in the U.S., amplifies the need for alternatives to conventional oral care coverage. Dental membership plans offer a subscription-based solution where patients pay monthly or annual fees for preventive care and discounts on treatments. Clerri and illumitrac both help dental practices run their own in-house membership plans, but they are built differently. Clerri (formerly Kleer and Membersy) runs membership plans for 25,000+ dentists, from single-location practices to 7 of the 10 largest DSOs, and works inside your practice management system so staff enroll a patient in about 30 seconds from the schedule. illumitrac is flat-fee membership club software: a one-time $149 license, a per-member amount averaging $3 to $4 a month built into what patients pay, and a standalone dashboard that runs alongside your PMS. This comparison breaks down the key differences to help you decide which approach fits your practice.

illumitrac vs Clerri: key takeaways

• Clerri delivers quantified patient outcomes: Practices using Clerri report 76% more visits and 146% more procedures from membership patients compared to when those same patients were uninsured.
• illumitrac offers self-service setup: Practices set up illumitrac through a self-service onboarding portal and run the membership club themselves, alongside their PMS.
• PMS integration separates the platforms: Clerri integrates with over 90% of PMS, enabling automated workflows. illumitrac operates as a standalone system.
• Both platforms market to practices of every size: Clerri runs single offices through 500-location groups, including 7 of the 10 largest DSOs. illumitrac also markets a multi-location dashboard with regional user permissions for groups.
• Both platforms eliminate insurance friction: No waiting periods, no annual maximums, and no claim denials. Patients get immediate access to care through either platform.

What is Clerri?

Clerri enables dental practices to create and manage subscription-based membership plans where patients pay periodic fees for access to preventive care and discounts on additional services. Formed through the merger of Kleer and Membersy, Clerri combines the capabilities of the industry's two largest membership platforms under one brand.

Why Clerri Stands Out

Clerri serves 25,000+ dentists across all 50 states, including 5,000+ independent practices, 200+ group practices, and 7 of the top 10 DSOs. This scale makes Clerri the most widely adopted dental membership solution in the market.

Clerri key features

• No waiting periods: Patients receive immediate access to care upon enrollment.
• No annual maximums: Unlimited visits without arbitrary caps on benefits.
• Direct PMS integration: Connects with Dentrix, Dentrix Ascend, Eaglesoft, Open Dental, and other major systems through authorized integrations.
• Automated billing and renewals: Payments run automatically so memberships stay active without manual intervention.
• Real-time benefit tracking: Shows which services patients have used and what remains available.
• Built-in compliance: DMPO, Knox-Keene, HIPAA, and PCI compliance handling across all 50 states.
• Patient portal: Members can update payment methods, add family members, and manage their accounts online.

The Membership Effect

Clerri's documented Membership Effect research quantifies how patient behavior changes after joining a membership plan. Practices experience:

• 76% more visits from membership patients compared to their previous uninsured behavior.
• 146% more procedures completed by membership patients.
• 172% cash production increase when comparing membership patients to when they were cash-pay.

New patient retention increases from approximately 40% to nearly 90% with membership plans. This data represents averages across Clerri's practice network and demonstrates the tangible value of membership programs for patients seeking consistent, affordable dental care.

Clerri customer results

• 7 to 7 Dental & Orthodontics grew membership revenue from $349,000 to a projected $1.63 million in 2025 after switching to Clerri.
• SkyRidge Dental achieved an 8x increase in enrollment, growing from 14 new members per year to 125 per year.
• Great Lakes Dental Partners experienced a 95% increase in enrollments compared to the prior year.

Who Clerri is best for

Practices that want:

• Enrollment inside the PMS schedule, so staff enroll a patient in about 30 seconds.
• A dedicated success manager and bilingual member support, including at single-location practices.
• A plan administrator that holds DMPO licenses in all 36 states that require them.
• Standard plans and group-level reporting across every location, for groups and DSOs.

What is illumitrac?

illumitrac operates as a dental membership software platform that helps practices create and manage their own membership programs. The platform has operated since 2013, making it a pioneer in the dental membership space.

illumitrac key features

• Self-service setup: Practices set up the platform themselves through a self-service onboarding portal.
• Patient-pays model: Members cover platform fees as part of their subscription, which includes merchant services and support.
• White-label branding: Practices customize plans with their own branding and pricing.
• No contracts: Practices can stop using the software at any time without penalties.
• Free trial period: Allows practices to test the platform before committing.
• Automated renewals: Member payments process automatically with alerts for delinquent accounts.
• Marketing resources: Includes brochures, posters, social media templates, and printable displays.
• Patient portal: Members can access their account information online.

Who illumitrac is best for

Practices that want:

• A one-time software license with no monthly software fee.
• To run membership in a separate dashboard alongside the PMS.
• A membership club branded entirely under the practice name, with the practice handling plan setup itself.

PMS integration: illumitrac vs Clerri

Practice management software (PMS) integration determines how smoothly enrollment and membership management work at your dental practice.

Clerri PMS integration

Clerri Bridge, the platform's workflow application, overlays directly onto the practice's PMS schedule view. This means:

• Front desk staff see membership opportunities without switching between systems.
• Patient information pulls automatically from existing records during enrollment.
• Payments post simultaneously to patient ledgers.
• Benefit tracking updates in real time.

Clerri integrates with over 90% of PMS, including Dentrix, Dentrix Ascend, Dentrix Enterprise, Eaglesoft, Open Dental, Oryx, and XLDent. The platform recently launched an Open Dental authorized integration, enabling sub-second data synchronization.

For patients, this integration means faster enrollment (staff save 3 to 5 minutes per patient), fewer data entry errors, and more accurate benefit tracking throughout your membership.

illumitrac as a standalone system

illumitrac operates as a standalone system separate from practice management software. Staff enter patient information into illumitrac independently, then manage membership records in a separate platform from their main practice system.

Scalability: single practices to multi-location groups

Both platforms market to single offices and groups, so the bigger difference is how much each one does for the practice as it grows.

Clerri for single practices and groups

Clerri serves practices of all sizes, from solo practitioners to the largest DSO networks. Notable clients include Heartland Dental, Smile Brands Inc., TAG (The Aspen Group), GEN4 Dental Partners, and MB2 Dental.

The platform deployed across 40+ GEN4 locations in 14 days, immediately enrolling 500+ members. This rapid deployment capability means patients at growing dental groups can access membership benefits consistently across all locations.

illumitrac practice size and focus

illumitrac says it works with 1,700+ practices and serves solo offices through DSOs, with a centralized multi-location dashboard and regional user permissions for groups.

Compliance and security: illumitrac vs Clerri

Both platforms must comply with healthcare regulations that protect patient data and ensure membership programs operate legally.

Clerri's Compliance Infrastructure

Clerri administers plans through Clerri LLC, a discount medical plan operator (DMPO). The platform handles:

• DMPO compliance across states that regulate discount medical plan organizations.
• Knox-Keene requirements in applicable states.
• HIPAA compliance for patient data protection.
• PCI compliance for secure payment processing.

Clerri's dedicated compliance team monitors regulatory changes and updates platform handling accordingly. This infrastructure means patients can trust their membership plan meets legal requirements regardless of which state they live in.

illumitrac's Compliance Approach

illumitrac says its software is built to HIPAA-compliant encryption standards and designed to support state-by-state requirements for in-house plans. It does not act as a licensed plan administrator, so each practice owns its plan and its state compliance decisions.

Treatment acceptance and care continuity

Membership plans change how patients approach dental treatment. Without annual maximums or coverage restrictions, patients often complete more recommended care.

Clerri practices report 50% to 75% acceptance among membership patients compared to uninsured patients. This means membership patients are more likely to proceed with recommended treatments because the financial barriers are clearer and often lower.

The platform also tracks a 15% increase in appointment completion rates among membership patients. Regular preventive visits help catch issues early, reducing the need for more extensive treatments later.

Which is better for your practice: illumitrac or Clerri?

When selecting a dental membership platform, the decision ultimately comes down to proven results, technological sophistication, and operational scale. Clerri distinguishes itself across all three dimensions.

The platform's network spans over 25,000 dentists across all 50 states, including 7 of the top 10 DSOs and hundreds of group practices. This scale provides patients with consistent membership benefits whether they visit a single-location practice or need care across multiple locations within a dental network. Practices can deploy Clerri across dozens of locations in weeks, as demonstrated by implementations like GEN4's 40-location rollout in just 14 days.

Clerri's documented outcomes separate it from alternatives. The Membership Effect research quantifies exactly how patient behavior changes after enrollment: 76% more visits, 146% more procedures, and 172% higher cash production compared to when those same patients were uninsured.

Clerri integrates with over 90% of practice management software through direct, authorized connections that enable sub-second data synchronization. Staff save 3 to 5 minutes per patient during enrollment while reducing data entry errors. Automated billing, real-time benefit tracking, and simultaneous payment posting to patient ledgers eliminate manual processes that consume staff time in standalone systems.

Clerri's built-in compliance infrastructure handles DMPO, Knox-Keene, HIPAA, and PCI requirements across all states. Practices don't navigate regulatory complexity independently, Clerri's dedicated compliance team monitors changes and updates platform handling accordingly. For patients seeking membership care at practices using proven, integrated technology that delivers documented outcomes, Clerri provides the industry's most comprehensive solution.

Choose Clerri If You:

• Want membership access at a practice using integrated technology for faster enrollment and accurate benefit tracking.
• Run a single-location practice that wants enrollment, member support, and compliance handled without adding front-desk work, or a group that needs consistent membership benefits across locations.
• Value platforms with published outcome data showing measurable patient behavior improvements.
• Prefer practices with enterprise-grade compliance infrastructure handling regulatory requirements.

What dental membership plans are (and aren't)

Dental membership plans are explicitly not insurance products. When you join a membership plan, you pay periodic fees (monthly or annually) for access to discounts on specified dental services. You pay your dentist directly for services rendered according to published fee schedules.

This distinction matters because:

• No claim submissions: Your dentist doesn't submit claims to a third party.
• No pre-authorizations: Treatment isn't delayed waiting for approval.
• No surprise denials: The discount applies to services as stated in your plan.
• Immediate access: Coverage begins when your membership starts.

Membership plans do not qualify as health plans under the Affordable Care Act and do not meet minimum creditable coverage requirements in some states. They work best as a complement to, or alternative for, patients who lack traditional dental insurance.