Automated billing and renewals
Payments rebill and renew on their own in Clerri, with no end-of-day re-keying.
Start a membership plan
Start your dental membership plan in days, not months.
Your patients join. Your practice gets recurring revenue it controls. Clerri designs the plan with you, automates the administration, and grows it with included marketing.
- Free to set up, live in about two weeks
- Billing, compliance, and member support handled
- Patient marketing included to grow enrollment
Get a walkthrough
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The country's largest dental membership platform. 25,000+ dentists across all 50 states.
The idea
Your patients join. You get recurring revenue.
A membership plan is a plan your practice offers directly to patients: they pay a simple monthly or annual fee to your practice, and in return they get their preventive rhythm, cleanings, exams, and X-rays, plus savings on the treatment they need.
Patients pay you directly, visit more, and say yes to more care. The plan is yours: your pricing, your brand, your patients. Clerri is the platform that designs it with you and runs it for you.
The launch path
From idea to enrolled members in five steps
You bring the practice. We bring the plan design, the platform, and the playbook.
- 01
Set goals and choose what the plan includes
Most plans start from the same baseline: two cleanings, two exams, and routine x-rays per year, plus a treatment discount. Decide what fits your chairs and your patient mix; a growth specialist benchmarks it against thousands of live plans.
- 02
Design the tiers
Adult, child, senior, and perio tiers cover most practices. Perio maintenance patients get their own tier so the plan matches clinical reality instead of discounting it.
- 03
Price it for your market
Pricing works backward from your fee schedule and your market, not from a template. You make the final call; the specialist brings the benchmarks.
- 04
Put the agreement through review
Membership plans are regulated in most states, so the member agreement and plan terms get reviewed before launch. Clerri provides compliance guidance in all 50 states and holds DMPO licenses where required; the compliance guide below covers what applies to you.
Read the membership plan compliance guide - 05
Launch, train, and grow
The front desk learns the 30-second enrollment flow, included marketing drives sign-ups, and a success manager coaches the team after launch. Billing, renewals, and member support run from day one.
The timeline
How long does it take to launch a dental membership plan?
Most practices launch a dental membership plan in about two weeks, and configuring the plan itself takes days. After launch, a membership base matures over the first one to two years as enrollment compounds.
- Days
Configure the plan
A specialist sets up your services, tiers, and pricing with you. The configuration itself takes days.
- About two weeks
Go live
The agreement is reviewed, the front desk learns the enrollment flow, and the plan opens to patients. Most practices reach this point in about two weeks.
- The first one to two years
Grow the member base
Patients join at their visits and through included marketing, and enrollment compounds. A membership base matures over the first one to two years.
The plan design checklist
Everything a plan needs before launch
Use it as your working template. A Clerri growth specialist walks every item with you, benchmarked against thousands of live plans.
- Preventive baseline: two cleanings, two exams, routine x-rays per year
- Treatment discount level, and which procedures it applies to
- Adult, child, senior, and perio maintenance tiers
- Monthly and annual price per tier, set from your fee schedule
- Auto-renewal terms and the cancellation window
- Member agreement reviewed for your state’s requirements
- Front-desk enrollment script and the patient one-liner
- Launch promotion: signage, recall messages, and your patient list
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.
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.
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
The opportunity
See what a plan could add for your practice
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 Get a walkthrough
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 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
Starting a plan FAQs
What is a dental membership plan?
A plan your practice offers directly to patients: they pay a simple monthly or annual fee to your practice and get their preventive care rhythm plus savings on the treatment they need. Patients pay you directly, and the recurring revenue is yours.
How long does it take to launch?
Plan configuration takes days, and most practices are live in about two weeks: design the plan with a specialist, put the agreement through review, train the team, launch. A membership base then matures over the first one to two years as enrollment compounds.
Do we need special software to run one?
You need something to run enrollment, billing, renewals, and compliance. Clerri automates all of it inside the practice management software you already use, so the plan does not add front-desk work.
What should we charge our patients?
That is part of plan design. A specialist prices the plan for your market and your fee schedule, benchmarked against thousands of practices, and you make the final call.
Is it compliant in our state?
Clerri provides compliance guidance in all 50 states, including Knox-Keene in California, and holds DMPO licenses in all 36 states that require them. For the full picture, see our membership plan compliance guide.
Start your plan with the team that has launched thousands.
A 15-minute walkthrough shows you the launch path, the platform, and the numbers for a practice like yours.
Get a walkthrough Free to set upLive in about two weeksMarketing included
Membership plans are not insurance.