Independent dentistry runs on owners who refuse to hand over control of their pricing, their patient relationships, or their future. That’s exactly the kind of community gathering at The Exchange this September, and Clerri will be in San Antonio to meet you.
Event details
- Event: Smile Source Annual Conference, The Exchange 2026
- Dates: September 9–11, 2026
- Location: Henry B. González Convention Center, San Antonio, TX
- Where to find us: Booth #29
A membership plan is independence you can bank on
Practices come to The Exchange to find their blind spots. Here’s one worth a hard look: how much of your revenue depends on fee schedules someone else controls?
A practice-owned membership plan changes that equation. Your patients pay you directly, a monthly or annual subscription for the preventive care they need, at prices you set. No PPO write-offs. No third party deciding what your work is worth.
For the 100 million+ Americans with limited or no dental benefits, it’s often the reason they finally commit to care. For your practice, it’s predictable recurring revenue that shows up every month, whether it’s a busy week or a slow one.
Not a marketing gimmick, but a strategy, and one of the few growth levers that makes your practice more independent, not less.
Built for practices like yours
More than 8,000 independent practices run their membership plans on Clerri, and the platform is built around the way a private practice actually works:
- Your plan, your terms. You design the plan and set the pricing. We handle the infrastructure: enrollment, billing, renewals, and nationwide compliance.
- It runs inside your PMS. Clerri Bridge connects to the practice management software your team already uses, surfacing membership opportunities right in your schedule with single-click enrollment at the front desk.
- Patients stay. Members visit more often, accept more treatment, and generate meaningfully more cash production than they did before joining a plan, with new-patient retention climbing as high as 90% once patients enroll.
- Already running a plan in-house? If you’re tracking members in spreadsheets and chasing renewals by hand, we’ll migrate your existing plan and automate the busywork. No long contracts, and you can be live in about two weeks.
What to expect at Booth #29
The Exchange is known for conversations without the usual vendor-floor barriers, and that suits us fine. Stop by and we’ll:
- Map the math for your practice: what membership could mean for your retention, treatment acceptance, and recurring revenue, using numbers that look like yours
- Show you the front-desk workflow live: from flagging eligible patients in your schedule to showing a patient their savings and enrolling them in under a minute
- Walk through launch: plan design, team training, and the growth services team that keeps enrollment climbing after go-live
Bring your office manager or front desk lead if they’re attending with you. They’ll be the ones who see how little work the plan adds to their day.
Sign up at the show, go home with AirPods
The Exchange is where independent practices come to make their next big move, and we’re making it worth the trip: new customers who sign up with Clerri at The Exchange will go home with a free pair of AirPods.
Want to skip the line? Book your 15-minute walkthrough before the show and come to Booth #29 ready to talk specifics.
Can’t make it to San Antonio?
You don’t need to be on the River Walk to see the numbers for your practice. The same link works from anywhere. We’ll map the plan, the workflow, and the math over a quick call, and show you how fast you can be live.
See you at Booth #29.
Dental membership plans are NOT INSURANCE. Plan members pay periodic membership fees in exchange for access to discounts on certain identified dental services rendered by participating providers in accordance with the plan fee schedule. See specific plan terms and conditions for details. Giveaway available to new customers who sign up at The Exchange 2026; terms and eligibility may apply.
