Everything connected.
A membership plan touches your schedule, your billing, your claims, and how patients pay. Clerri connects all four so the whole workflow runs as one system, not four logins.
- The integration Your PMS
Clerri connects directly to the schedule your team already runs. 13 systems supported.
- The membership Clerri
Plans, enrollment, billing, and renewals, running in one place.
- The claims DentalXChange
Claims, eligibility, and payment information through one reliable channel.
- The financing Financing
Pre-approved from the same screen as enrollment, through partners like Cherry.
Clerri is the only membership platform that connects every piece.
What that unlocks: staff see who is coming in with open treatment in their chart, show the member price that makes it approachable, and enroll and finance from one screen. See how practices use it
The whole workflow
What each piece actually does
- The integration
Your PMS
Member status, enrollment, and savings sit right in the schedule view of 13 supported systems, from Dentrix and Eaglesoft to Open Dental and Denticon. Nobody swivels between tools or re-keys a patient record, because Clerri Bridge reads and writes where your team already works.
- The membership
Clerri
Payments rebill and renew on their own, reporting rolls up across every location, and the plan stays consistent whether you run one office or five hundred. A growth specialist designs and prices the plan around your patients before you ever go live.
- The claims
DentalXChange
DentalXChange has been modernizing dental claims since 1989 and connects to 1,400+ payers. Through that clearinghouse, eligibility checks happen in real time and remittance comes back without friction, so the administrative side keeps pace as your member base grows.
- The financing
Financing
Staff run a pre-approval on the spot, right from the treatment plan view, through financing partners like Cherry. An approved range comes back in seconds, the patient applies on their phone in about 30 seconds, and the practice receives payment for the treatment.
The ecosystem keeps growing.
Clerri's API lets DSOs, PMS providers, and third-party developers build their own connections, with member data that stays accurate across every practice system. The four-piece workflow is the start, not the ceiling.
What the ecosystem does for a single visit
Follow one patient from flagged chart to paid-for treatment.
- 01
Clerri Bridge flags the visit
Clerri Bridge flags a patient on today's schedule with open treatment sitting in their chart.
- 02
The savings do the talking
The team instantly shows what the treatment costs as a member. The patient joins the plan on the same screen.
- 03
Financing in seconds
A financing pre-approval returns an approved range in seconds, and the patient applies on their phone in about 30 seconds.
- 04
Clean on the back end
Eligibility, claims, and payment information move through DentalXChange, and the practice gets paid without friction.
Ecosystem FAQs
Do I need to buy four products?
No. You get Clerri. The PMS is the one you already own, Clerri Bridge and the DentalXChange connection come with the platform, and financing is built in through partners like Cherry, not separate contracts to manage.
Which practice management systems does this work with?
Thirteen systems and counting, from Dentrix and Eaglesoft to Open Dental, Denticon, and CareStack. See the full list on our integrations page.
Is there anything new for my team to log into?
No. Clerri Bridge lives in your PMS, and financing pre-approvals start from the same screen as enrollment. There is nothing separate to open and no additional training required.
How does patient financing work?
Financing runs through partners like Cherry, using soft credit checks that do not impact the patient's credit. The application takes about 30 seconds on the patient's phone. Meet our technology partners.
See the whole workflow in one walkthrough.
Fifteen minutes, your PMS, and the numbers for a practice like yours.
Book a walkthrough