Clerri

 

How it works

 

Bridge FAQ

 

Activate the Bridge

Seamless PMS integrations that work the way you do. 

Get More Value From Your PMS with the Bridge

The Bridge is a Clerri Pro automation-first application that sits on top of your practice management software, helping teams identify and act on opportunities to drive more membership enrollments, visits, and practice revenue.

Rated "Extremely easy to use" by 75% of dental practices.

“The Clerri Bridge is very valuable to our practice. It cuts time and gives a clear visual for why our membership plan is so helpful and the projected savings for patients, which often is better than most private insurance plans.”
Donna Lizzotte
Donna Lizotte

Tewksbury Dental Associates

Four core functions. Zero extra work.

See the full picture without leaving your PMS.

Instantly review insured, cash, and membership patients from your schedule without needing to switch between your PMS and Clerri. 

Spot enrollment opportunities instantly.

Give front office teams a clear view of which patients are the best fit for membership. With opportunities identified automatically, staff can share the benefits of your plan in a simple, repeatable way.

No discounts to calculate, just value to share.

Boost front office staff confidence in explaining membership benefits with an easy-to-present view that breaks down each procedure by full price, member price, and savings amount.


Complete enrollment with a single click.

Pull patient information directly from your PMS to Clerri, saving an estimated 3–5 minutes per enrollment while reducing manual data entry errors.

Frequently asked questions

Is the Bridge included in my Clerri Pro Subscription?

Yes! For Clerri Pro users, the Bridge is included at no additional cost. You can request to activate the bridge by submitting the form below. 

Can I access the Bridge if I'm not a Pro user?

Non-Pro users may upgrade at any time to access the Bridge and its automation features. Please utilize the form below or reach out directly to support@clerri.com.

Will my team need additional training?

The Bridge is designed to be intuitive. Because it’s embedded in your PMS schedule view, most teams can start using it right away with little to no training. 

I'm not a Clerri customer. How can I learn more?

Please visit clerri.com/get-started to request a meeting with our team. 

Activate the Clerri Bridge to amplify membership plan results.

The Bridge is included in all Clerri Pro subscriptions. Submit a request to get started! 

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© Clerri 2025

Dental membership plans are NOT INSURANCE. Plan members pay periodic membership fees in exchange for access to discounts on certain identified dental services rendered by participating providers in accordance with the plan fee schedule. Plan members are obligated to pay dental providers directly for services rendered. Plan details, retail fees and member savings may vary by plan, provider and/or dental office location, please see specific plan terms and conditions for details. Dental membership plans are not qualified health plans under the Affordable Care Act, and do not meet the minimum creditable coverage requirements under M.G.L.c. 111M and 956 CMR 5.00. Dental membership plan(s) offered by Clerri are administered by Clerri LLC, a discount medical plan operator; with the exception of dental membership plans offered to consumers in the State of California, which are administered by The CDI Group, Inc. Mailing Address: P.O. Box 163990, Austin, TX 78716-3990. Clerri does not make payments to dental providers for services rendered to plan members. Clerri is not affiliated with or endorsed by any state insurance department. To obtain additional information about dental membership plans, please call (877) 545-4188 or email questions to hello@clerri.com.