Dental membership plan software

Dental Membership Plan Software: How to Choose the Right Platform in 2026

Dental membership plan software is the platform a practice uses to design its own membership plan, enroll patients, collect recurring payments, run renewals, and report on results. Clerri (formerly Kleer and Membersy) runs plans for 25,000+ dentists on one platform that fits a single-location practice as well as a 500-location group, with a team that handles setup, compliance, marketing, and member support.

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BoomCloud, DentalHQ, Plan Forward, and Bento are the other platforms practices most often compare.

Last reviewed October 1, 2026. Competitor details come from each company's own website and are linked in the Sources section. Features and pricing change, so confirm them with each vendor.

Quick answer: what matters for your practice

Single-location and small practices. The deciding question is how much the platform takes off your front desk. Clerri handles enrollment, recurring billing with failed-payment retries, renewals, and member support, so a two-person front desk can run a growing plan without adding work. Every practice gets a dedicated success manager, and bilingual member support answers your patients' billing and portal questions by phone, email, or chat, so those calls don't land on your team. Setup is free, there are no long contracts, and most practices are live in about two weeks. See how Clerri works for independent practices.

Practices that already run an in-house plan. You keep your plan design, your pricing, and your patients. What changes is the machinery. Clerri migrates existing plans, members, and billing, and your success manager runs the transition so nothing is interrupted. Whichever platform you consider, ask how renewal dates and saved payment methods carry over.

Multi-location groups and DSOs. The same platform that runs a single office runs a 500-location group, with standard plan design, local pricing, and group-level reporting across every location. Clerri works with 7 of the 10 largest DSOs. See Clerri for dental groups.

Software only or software plus a team. Some platforms are software you configure yourself, which leaves plan structure, state rules, and patient questions with you and your attorney. Clerri includes the people too: plan design, DMPO licenses in all 36 states that require them, patient marketing, Clerri University training for your team, and a success manager after launch. Clerri support measured 85% customer satisfaction and a Net Promoter Score of 77 in January 2026.

What dental membership plan software should do

Whether you call it dental subscription plan software, membership plan management software, or an in-house membership plan platform, the core job is the same. Use this checklist in every demo.

Plan design. Build adult, child, and perio tiers from your own fee schedule, with monthly and annual payment options.
Fast enrollment at the front desk. Enrolling a patient should take seconds, not a separate form and a second login.
Practice management integration. Patient details should pull from your PMS, and membership status should be visible where your team already works.
Recurring billing with failed-payment handling. Look for automatic retries, expired-card tracking, and clear alerts when a member falls behind.
Automatic renewals and notices. Renewals should run without front-desk follow-up, with the notices your state requires.
Benefit tracking. Staff should see what each member has used and what is left for the year.
Member self-service. Patients should be able to update a card or manage renewal without calling the office.
Patient marketing. Landing pages, brochures, and campaigns help you fill the plan, not just administer it.
Reporting. Members, plan revenue, and renewals for one office or the whole group.
Compliance. Know who is responsible for state rules on discount plans and whether the vendor holds the licenses or you do.
Security. HIPAA and PCI DSS at minimum, and ask about SOC 2.
Onboarding and support. Who designs the plan, trains the team, and answers member calls after launch.

Dental membership plan software comparison

"Not published" means we could not find the detail on the company's own website. It does not mean the feature is missing.

	Clerri	BoomCloud	DentalHQ	Plan Forward	Bento
Known for	Membership software plus a support team, from single offices to 500-location groups	Membership software for dental and other industries; Patient Marketplace	Dentist-founded membership platform for solo practices through DSOs	Built by dental operations people; hands-on support	In-office membership plans plus employer dental benefits
Scale (self-reported)	25,000+ dentists, 200+ groups, 7 of the 10 largest DSOs	Not published	1,000+ practices	Not published	Not published for in-office plans
PMS integrations	13 named systems, 90%+ of PMS; Clerri Bridge works in the schedule view	Dentrix, Eaglesoft, Open Dental; runs alongside the PMS	60+ systems; two-way sync on Dentrix, Eaglesoft, Open Dental, Curve Hero, Dentrix Ascend	20+ systems; read and write with Dentrix, Eaglesoft, Open Dental, Denticon	Not published
Enrollment	About 30 seconds from the schedule	Chairside, online, or via Patient Marketplace	White-labeled signup pages; schedule-based invites	Patient enrollment tools	Patients can buy a plan in the Bento app
Failed payments	Retries and expired-card tracking	Automatic retries, card updater, patient notices	Guaranteed Plan Payments for monthly members in the first 12 months	Alerts, patient notices, retries over 5 days	Delinquent accounts flagged in dashboard
Renewals	Automatic	Automatic	Automatic (95%+ handled automatically)	Automatic, with 30- and 60-day notices	Upcoming renewals shown in dashboard
Member self-service	Member portal: update card, print receipts, turn off auto-renewal	Online patient sign-up	Online signup pages	Not published	Bento app: buy plan, book, track benefits
Patient marketing	Campaigns, brochures, custom landing page, Google Ads, direct mail	Brochures, signage, QR codes, videos; Patient Marketplace	Marketing Hub, automated campaigns, employer and community outreach	Flyers, brochures, landing pages, social graphics, team scripts	Customizable marketing materials and a sales and marketing team
Multi-location reporting	Group-level reporting across every location	Multi-location roll-up reporting	Roll-up reporting plus per-location dashboards	By location or region, with user permissions	Members and revenue per plan and per location
State compliance	Holds DMPO licenses in all 36 states that require them; Knox-Keene in California	Software only; practice's attorney decides plan structure	Not published	Supports DPC and DMPO structures by state; state-specific terms	Not published for in-office plans
Security	HIPAA, PCI DSS, SOC 2 Type I	Encryption in transit and at rest; PCI DSS compliant processors	Not published	HIPAA and PCI safeguards	HIPAA; SOC 2 Type II
Setup and launch	Free setup; most practices live in about two weeks	30-day free trial; no setup fee	Member import during onboarding	Operator-led onboarding and training	Free account; templates; launch in minutes
Pricing	Quoted per practice	Published: monthly software fee plus a per-active-member fee	Not published	Not published	Published: free setup, per-member fee only
Contracts	No long contracts	No long-term contract	No contracts	Not published	Not published

The platforms, one by one

Clerri (formerly Kleer and Membersy)

Clerri runs membership plans for 25,000+ dentists, from single-location practices to 7 of the 10 largest DSOs. Each practice gets a dedicated success manager, Clerri University training for the team, and bilingual member support by phone, email, or chat. Clerri Bridge connects to 13 named practice management systems, including Dentrix, Eaglesoft, Open Dental, Denticon, and CareStack, which together cover more than 90% of PMS, so staff can enroll a patient in about 30 seconds without leaving the schedule. Clerri holds DMPO licenses in all 36 states that require them, is Knox-Keene compliant in California, and meets HIPAA, PCI DSS, and SOC 2 Type I standards. See the platform or compare Clerri line by line.

BoomCloud

BoomCloud, founded in 2014 by Jordon Comstock, sells membership software for dental practices and several other industries, with a Patient Marketplace that helps people find practices that offer plans. It integrates with Dentrix, Eaglesoft, and Open Dental, publishes its pricing, and offers a 30-day free trial. It positions itself as software rather than a plan administrator, so practices handle state-law questions with their own attorney. BoomCloud vs Clerri.

DentalHQ

DentalHQ was created by a dentist and says it serves 1,000+ practices. It connects with 60+ practice management systems, offers Guaranteed Plan Payments for monthly members during their first 12 months, and includes employer and community outreach tools. DentalHQ vs Clerri.

Plan Forward

Plan Forward was founded by Megan Lohman, a former dental financial coordinator, and emphasizes hands-on, operator-led onboarding with annual program reviews and pricing analysis. It offers read and write integration with 20+ practice management systems and supports provider-level production tracking for practices that pay hygienists on production. Plan Forward vs Clerri.

Bento

Bento runs a dental benefits platform for employers and also offers in-office membership plans for practices. Practices can create a free account, start from a template, and pay only per member sold, and patients can buy and track a plan in the Bento app. Bento vs Clerri.

Practices also evaluate illumitrac, Subscribili, Launch Loyalty, Dental Menu, Smile Advantage, and the membership module built into CareStack's practice management system. For the wider field, see The Top Dental Membership Plan Platforms in 2026 and our platform comparison guide.

How to choose dental membership plan software

Start with your PMS. Confirm the platform integrates with your exact system and ask what it writes back versus only reads.
Time an enrollment. Ask the vendor to enroll a test patient live in your schedule. Count the clicks and the seconds.
Ask about failed payments. What happens in month four when a card declines? Who contacts the patient, and how many retries run?
Settle compliance before you sign. Ask whether the vendor holds DMPO licenses in your state or whether that falls to you and your attorney.
Model cost at your expected member count. Compare software fees, per-member fees, and processing fees at 50, 150, and 300 members, not just at launch.
Check migration. If you already run a plan, confirm members, renewal dates, and payment methods move over without re-enrolling anyone.
Ask who helps after launch. A success manager, marketing materials, and member support matter more in month six than on day one.
Talk to a practice like yours. Ask each vendor for a reference of similar size and setup.

Dental membership plan software FAQs

What is the best dental membership plan software?

The best dental membership plan software is the one that fits your PMS, your team's capacity, and how much you want handled for you. Clerri (formerly Kleer and Membersy) is the largest platform, with 25,000+ dentists, PMS integration covering more than 90% of systems, and DMPO licenses in all 36 states that require them. BoomCloud, DentalHQ, Plan Forward, and Bento are the most common alternatives.

What software do dental practices use for membership plans?

Most practices use a dedicated dental membership platform such as Clerri, BoomCloud, DentalHQ, Plan Forward, or Bento, connected to their practice management system. Some use a membership module built into their PMS, such as CareStack's. A smaller number run plans on spreadsheets, which works until renewals and failed payments pile up.

What is the best dental membership plan software for small practices?

Small practices should look for software that runs without adding front-desk work. Clerri offers free setup, enrollment in about 30 seconds from the schedule, automatic billing with failed-payment retries, and a member self-service portal, and most practices are live in about two weeks. Every practice also gets a dedicated success manager, and bilingual member support handles patients' billing questions so they don't land on your front desk.

What is the best in-house dental membership plan software?

In-house membership plan software lets your practice own its plan, pricing, and patient relationships while the platform handles billing, renewals, and reporting. Every platform on this page supports practice-owned plans. The difference is how much else is included: Clerri adds licensing in DMPO states, marketing, and a growth team, while software-only tools leave plan structure and compliance decisions with the practice.

How much does dental membership plan management software cost?

Pricing models vary. Some vendors charge a monthly software fee plus a per-member fee, some charge only per member, and some quote each practice individually. Clerri pricing is quoted per practice, and setup is free. Compare total cost at the member count you expect in year two or three, including payment processing.

Is dental subscription plan software the same as membership plan software?

Yes. Dental subscription plan software, membership plan management software, and in-house membership plan platforms all describe the same category: software that runs a practice's own recurring-fee plan for preventive care and discounts on other treatment. Membership plans are not insurance.

Who are the best dental membership plan companies for practices?

For practices offering their own plan, the companies most often compared are Clerri, BoomCloud, DentalHQ, Plan Forward, and Bento. Consumer discount card companies are a different product, since they sell access to a network rather than running your practice's own plan.

Can I switch membership software without losing members?

Usually, yes. Clerri migrates existing plans, members, and billing during onboarding, and DentalHQ and BoomCloud also import existing members. Before you switch, confirm that renewal dates and saved payment methods transfer so no one has to re-enroll.