Clerri connects to Oryx through a supported data connection. Both platforms are cloud, so there is nothing to install: your team enrolls members from the schedule view, and membership activity syncs automatically.
Oryx runs in the cloud and so does Clerri. Here is what the connection buys your practice.
Two-way sync
Patient information and schedules entered in Oryx appear in Clerri, and membership activity writes back automatically. No manual entry, no data drift.
Nothing to install
Oryx is cloud, and so is Clerri. That means no servers to touch, no local software, and no IT project.
Security by design
The connection keeps your practice in control of patient information, with HIPAA and PCI standards handled.
Guided onboarding
The Clerri growth team manages setup end to end, so going live is smooth for new and existing customers.
How it works
Four everyday moves, right in Oryx
Clerri Bridge sits on top of Oryx and turns membership into four simple steps your front desk already has time for.
01
Review every patient
See insured, cash, and membership patients at a glance in the Oryx schedule view your team already works in.
02
Spot the opportunity
Patients who are a fit for membership surface automatically. No manual discount math, no writing treatment plans by hand.
03
Show the savings
An easy-to-present view breaks down each procedure by full price, member price, and savings, so the value is obvious.
04
Enroll in one click
Patient details pull straight from Oryx, so a new member is enrolled in seconds with no duplicate entry.
Inside Clerri Bridge
Everything membership needs, inside Oryx
Enrollment, patient savings, billing, marketing, and reporting, all surfaced in the system your team already uses.
One-click enrollment
Enroll a patient in about 30 seconds, with their details pulled straight from Oryx.
Right in your schedule
Review insured, cash, and membership patients from the Oryx schedule view.
Patient savings tool
Show each procedure by full price, member price, and savings, so the value is obvious.
Automated insights
See which patients are the best fit for membership and act on opportunities immediately.
Automated billing and renewals
Membership payments rebill and renew automatically in Clerri, so nobody chases a renewal by hand.
Benefits tracking
See which benefits a patient has used and what is still available, keeping schedules full.
Automated marketing
Personalized campaigns turn membership opportunities into enrolled, returning patients.
Membership performance
Compare plan performance against visits, case acceptance, and revenue in real time.
What offices tell us
What offices tell us
“
For us, Clerri is a one-stop shop. There is a pathway for payment, a pathway for marketing, a pathway for materials and training. We would have to build out dedicated work streams for all these different things.
Andrew Shafran, COO, ProSmile
“
When half the schedule is membership, it makes me so happy. It is so easy to open the portal, see that they are current, and we are good to go.
Vanessa Petty, Office Manager, Benton Family Dentistry
Questions
Oryx integration FAQs
How does the Oryx integration work?
Clerri connects to Oryx through a supported data connection. Both platforms are cloud, so data flows automatically and there is no connector for your team to babysit.
Do we need to install anything?
No. Oryx is a cloud PMS and Clerri is cloud software, so there are no servers to touch and no local bridge programs to maintain. The connection is configured for you during onboarding.
What does the front desk actually see?
Clerri Bridge surfaces patients who are a fit for membership right in the Oryx schedule view. Your team can show a patient their savings by procedure, enroll them in about 30 seconds with details pulled from Oryx, and let billing and renewals run automatically.
Does our data end up living in two places?
No. Oryx stays the source of truth. Clerri reads patient details from it and writes membership activity back automatically, so your team never maintains the same record twice.
How long does it take to go live?
For most practices, about two weeks. It is a light, guided setup managed by the Clerri growth team, not a system conversion, and because everything is cloud there is no on-site work.
See Clerri running inside Oryx.
Book a 15-minute walkthrough and we will show you the enrollment flow, the savings tool, and the data sync, live.
