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 three steps
You bring the practice. We bring the plan design, the platform, and the playbook.
- 01
Design your plan
A growth specialist builds the plan around your patients, your fees, and your goals. You set the price; it stays your plan, under your brand.
- 02
We handle the machinery
Billing, renewals, compliance guidance in all 50 states, and bilingual member support, all handled from day one.
- 03
Grow with included marketing
Campaigns, brochures, and a custom landing page drive enrollment, with a success manager coaching your team after launch.
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?
Most practices are live in about two weeks. Setup is free and guided: design the plan with a specialist, train the team, launch.
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.
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.