The missing revenue sitting in your chart.
Patients hear the treatment plan and know they need it. Then the cost lands, and they leave without booking, especially cash patients facing the full fee. Clerri flags who is coming in with open treatment in their chart and gives your team the tools that make the money conversation approachable: member savings and financing, on one screen.
The treatment plan tool, in 35 seconds
This is the screen that changes the conversation: every procedure with the member price next to the full fee, savings totaled, and enrollment one click away.
They hear it. They need it. They never book it.
Every practice has the list: crowns, implants, and perio treatment that patients know they need but never booked. Because it never shows up as a loss on any report, it quietly grows, often into a seven-figure number.
The reason is almost never the dentistry. Paying for it is scary, especially for a cash patient staring at the full fee with no way to soften it. Membership changes that math: savings on the treatment itself, and a plan that makes the number feel possible. Clerri puts that conversation on one screen.
The same conversation, two ways
“The implant consult comes to $3,860.”
“Okay. Let me think about it, I’ll call you.”
The call never comes. The chart keeps the diagnosis, and the schedule never sees it.
“As a member you’d save $965 on this, and we can pre-approve financing for the rest in seconds.”
“Let’s set it up while I’m here.”
Enrollment and the financing pre-approval run from the same screen, before the patient leaves.
Illustrative example. Savings vary by plan and procedure.
What your morning looks like with Clerri
Before the first patient arrives, your team already knows who is coming in with open treatment sitting in their chart.
- 01
Match charts to the schedule
Clerri Bridge scans your PMS for diagnosed treatment that never got booked, then flags which of those patients are coming in today, for a cleaning, a checkup, anything.
- 02
Walk in prepared
Your team knows who has open treatment in their chart and what it is worth before the patient sits down. No digging between appointments.
- 03
Make the price approachable
One screen shows what the treatment costs as a member. The conversation stops being about a scary number and starts being about a plan.
- 04
Enroll and finance right there
Membership enrollment and a financing pre-approval run from the same screen, with an approved range back in seconds.
Savings starts the conversation. Financing finishes it.
The membership, by Clerri
Members save on the treatment itself and get their preventive rhythm, cleanings, exams, and X-rays, built into the plan. The savings turn a hard conversation into an easy one.
The financing, built in
For bigger treatment, staff start a financing pre-approval from the same screen. An approved range comes back in seconds, and the patient applies on their phone in about 30 seconds.
This is the Clerri ecosystem at work. See how it connects
Viewing a patient’s treatment plan
Unscheduled treatment FAQs
Where does the list come from?
From your own PMS. Clerri Bridge reads diagnosed, unscheduled treatment and matches it to your schedule every morning, across 13 supported systems. Nothing is exported or re-keyed.
Does this add work for my front desk?
It removes a step. The list is pulled for you, savings are calculated for you, and enrollment and financing run from the screen your team is already in.
What if the patient cannot pay even with member savings?
That is what built-in financing is for. A pre-approval takes seconds, and the patient applies on their phone in about 30 seconds.
Is this part of the Clerri platform?
Yes. The morning pull is part of Clerri Bridge, and financing is built into the platform, with no separate software to manage.
Find out what is sitting in your chart.
Book a 15-minute walkthrough and we will show you the morning pull running on a schedule like yours.
Book a walkthrough