Automated billing and renewals
Payments rebill and renew on their own in Clerri, with no end-of-day re-keying.
Dental membership software
Membership plan software that runs your whole plan.
Enrollment, billing, renewals, marketing, and compliance, automated on one platform that lives inside your PMS. Your team offers the plan; Clerri does the work.
- Enroll a patient in about 30 seconds, inside your PMS
- Billing and renewals run themselves
- Marketing, compliance, and member support included
See it in 15 minutes
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The country's largest dental membership platform. 25,000+ dentists across all 50 states.
What you get
Everything a membership plan needs, on one platform
The plan is yours: your pricing, your patients, your brand. The administration is ours.
Compliance guidance in all 50 states
State-by-state guidance including Knox-Keene, plus HIPAA and PCI security, handled for you.
Patient marketing included
Campaigns, brochures, and a custom landing page that keep enrollment climbing.
Native PMS write-back
Enrollment and member status live in your schedule view, and activity writes back automatically.
See it in action
The whole workflow
What membership changes
$807 More production per member, per year 
76% More visits as members 146% More treatment accepted Based on Clerri member averages versus the same patients before joining a plan. Illustrative, not a guarantee of results.
The opportunity
See the opportunity in your own numbers
Adjust the sliders to see what membership could add for a practice like yours.
The math: cash-pay patients × enrollment rate = new members. Each member pays the plan fee for 12 months and adds about $807 per year in production, based on Clerri’s 172% average lift versus before joining a plan. Totals are gross revenue and production, illustrative and not a guarantee of results.
Projected new annual revenue $552,150 recurring membership + added production, gross See it in 15 minutes
New members450
600 cash-pay patients × 75% enrollment Recurring membership$189,000
450 members × $35 × 12 months Added production$363,150
450 members × $807 avg yearly lift Works inside your PMS
Clerri Lives Where Your Team Already Works
It connects directly to your practice management software. Membership opportunities surface right in your existing schedule, so your team can show patients their savings and enroll them in a single click.
01
Spot the opportunity
Clerri flags patients who are a fit for membership right in your schedule view.
02
Show the savings
Staff see what a patient saves on today's treatment, instantly.
03
Enroll in one click
Add them to a plan without ever leaving your PMS.
Take Clerri for a spin
Set up a plan patients can join in under a minute: pick a Stripe product, set the fee, choose settings, and activate.
Built into your PMS
Native integrations with over 90% of practice management software
Clerri lives inside the system your team already uses. No toggling between tools, no second system to learn.
- Dentrix
- Dentrix Ascend
- Dentrix Enterprise
- Eaglesoft
- Open Dental
- Oryx
- XLDent
- Denticon
- CareStack
- Curve
- Dolphin
- PracticeWorks
- Cloud9
30 sec to enroll a new member, pulled from your PMS
172% more cash production from members
90%+ of practice management systems supported
Included, at no extra cost
Every plan comes fully loaded
These are not add-ons or upsells. Every Clerri plan includes the tools to market, run, and grow your membership.
What ships with your plan Itemized
-
Marketing toolkitA personalized landing page, brochures, social tools, Google Ads, and direct mail. Included - Secure paymentsMember payments go straight to your merchant account, no extra work. Included
- Automatic renewalsMemberships rebill and renew on their own, with no front-desk follow-up. Included
-
Patient savings toolsShow member savings clearly in every patient conversation. Included -
Clerri UniversitySelf-paced training that gets your whole team up to speed fast. Included - Real-time reportingLive numbers on members, revenue, and renewals across every office. Included
Added to your monthly cost $0.00
Our licensing, your protection
We hold the licenses, so your practice doesn't hold the risk.
Membership plans are regulated. 36 states license Discount Medical Plan Organizations, and California adds Knox-Keene on top. Clerri maintains the licenses and builds every plan to applicable laws in all 50 states, so the regulatory work sits with our compliance team instead of your front desk. If a rule changes, we adapt the plan and you keep practicing.
See how we stay compliant- DMPO licensed in all 36 states that require it
- Knox-Keene compliant in California
- Plans built to applicable laws in all 50 states
- Monitored by our compliance team, not yours
Questions
Membership software FAQs
Does Clerri work with our practice management software?
Almost certainly. Clerri connects to over 90% of practice management systems through native, direct, and authorized integrations. Your PMS stays the source of truth, and membership work happens in the schedule view your team already uses.
What does the software actually automate?
Enrollment, billing, renewals, patient marketing campaigns, and reporting. Your front desk enrolls a patient in about 30 seconds and the plan runs itself from there.
How long does it take to go live?
Most practices launch in about two weeks. Setup is free and guided: an onboarding specialist designs and prices your plan with you, and your team is trained before launch.
We already run a membership plan. Can Clerri take it over?
Yes. We migrate existing plans, members, and billing without disruption, whether the plan runs on another platform or on spreadsheets today.
Is there support for our members?
Yes. Bilingual member support by phone, email, and chat is included, for your office and for your members.
See your whole plan run itself.
A 15-minute walkthrough shows the enrollment flow, the billing automation, and the dashboard, live, on a schedule like yours.
See it in 15 minutes Free to set upLive in about two weeksNo long contracts
Membership plans are not insurance.