--- title: Membership Plans for Multi-Location Dental Groups — Clerri description: Run membership plans right inside your PMS. Built for multi-location dental groups — group dashboard, native integration, and centralized reporting. --- [Skip to main content](https://go.clerri.com/dso#main) [![Clerri](https://go.clerri.com/hubfs/Clerri%20Logos/Clerri_Logo_Deep%20Navy.png)](https://clerri.com) [clerri.com](https://clerri.com) [Book a walkthrough](https://go.clerri.com/dso#hero-form) ✦ FOR MULTI-LOCATION DENTAL GROUPS # Recurring revenue, built into *every location.* Run your membership plans right inside the PMS your teams already use. - Group dashboard — revenue and retention across all locations, live - Standardize plans network-wide, or tailor by location - Employee benefit plans built in — cover your own people - True native PMS integration, not a connector Book a walkthrough ## See it running in your PMS A 15-minute session on your PMS, your plan, at your scale. No pitch deck. No spam. Enterprise sales: [sales@clerri.com](mailto:sales@clerri.com) $114.4M Recurring revenue generated in 2025 2.0M+ Patients on membership plans 20,000+ Dentist partners across all 50 states 20+ Practice management systems integrated THE REVENUE MATH ## What 50 locations looks like. 14 /loc /mo New members the average Clerri location adds each month 700 /mo Across 50 locations, about 700 new members a month 8,400 /yr A first-year cohort of roughly 8,400 members ~$3.3M ARR At ~$33/month, about $3.3M in new annual recurring revenue, compounding as cohorts stack Illustrative model: 50 locations, ~14 new members/location/month (Clerri integrated average), ~$33/month plan. Results vary by plan design, price, and patient mix. [See the math for your group size →](https://go.clerri.com/dso#hero-form) THE MEMBERSHIP EFFECT ## A member is worth far more than a patient with no plan. 76% more visits Members average 3.0 visits per year vs. 1.7 for patients with no plan Member 3.0 visits/yr No Plan 1.7 visits/yr 146% more treatment Members accept 5.9 procedures per year vs. 2.4 for patients with no plan Member 5.9 procedures No Plan 2.4 procedures 172% more cash production Members generate $1,276 in cash production per year vs. $469 with no plan Member $1,276/yr No Plan $469/yr **~50% cash-production growth within two years,** versus about 10% from insurance alone. Enrollment and member-value figures are Clerri platform averages. Results vary by practice, plan design, and patient mix. Membership plans are not insurance. ✦ SEE IT IN ACTION ## Enroll a patient in 15 seconds, right inside your PMS. Clerri flags membership-fit patients in the schedule. Show the savings, enroll in one click. No tab-switching, no extra entry. Enroll a patient Create a plan Treatment plans By Hand ~5 min → On Clerri ~15 sec BUILT FOR MULTI-LOCATION ## One dashboard for the whole group. Revenue, members, retention, and renewals. Live, by location or region. #### Centralized reporting Enrollment and revenue across the network, in real time. #### Role-based access Corporate, regional, and office staff see what they need. #### Action list Expiring plans and failed payments, surfaced automatically. #### Cross-location transfers Members move between offices with their plan intact. app.clerri.com/overview Group Overview — All Locations Recurring Revenue $24,800/mo ↑ 12% Active Members 1,284 ↑ 3.4% Retention Rate 94% ↑ 1.2% Avg. Plan Value $232/yr PLAN DESIGN ## Build a plan once. Roll it out your way. Set tiers, pricing, and what’s included once. Standardize across the group, or tailor plans by location — your choice. ### Standardize or localize One plan network-wide, or a different plan per location. ### You set the value Cleanings, exams, x-rays, discounts — you define what’s included. ### Billing built in Recurring billing and renewals, automatic. EMPLOYEE BENEFIT PLANS ## Cover your own people. Keep production in-house. Replace the outside carrier’s premium and overhead with a plan you run yourself, at the internal cost of care. ### Cut insurance spend Drop third-party premiums. ### Production stays in Care happens at your locations. ### Same platform One Clerri, one dashboard. THE COMPOUNDING WIN **“Enrolled employees use your chairs,”** driving utilization and retention while removing insurance overhead. Groups call it one of their highest-ROI decisions. INTEGRATION & PMS PARTNERSHIPS ## True native integration. Not a connector. Clerri works inside the PMS your teams already use — with direct ledger write-back where the PMS supports it. No tab-switching, no middleware that breaks. AUTHORIZED PARTNER ### Denticon (Planet DDS) REST API with OAuth 2.0, real-time data, enterprise reporting. DIRECT INTEGRATION ### Dentrix Ascend Cloud-native integration with Henry Schein’s PMS. DIRECT INTEGRATION ### Eaglesoft Plans and payments sync to the patient record. DIRECT INTEGRATION ### Open Dental Automated enrollment and ledger sync, no manual entry. Open Dental Dentrix Dentrix Ascend Eaglesoft Denticon CareStack Curve Cloud9 20+ in all ENTERPRISE TRUST ## They’re choosing us. And they’re staying. Heartland Dental Smile Brands MB2 Dental Gen4 Dental Partners Great Expressions 42 North Dental #### 10+ year partnerships The largest groups have run on Clerri for over a decade. #### Chose Clerri over free Offered a competitor’s year free, clients stayed. #### Full-network rollout Every signed location goes live, not half. #### Independent references No reference holds equity in our company. CHOOSING A PLATFORM ## Not all platforms are built the same. THE ALTERNATIVES ✕ Connectors that claim “native” without ledger access ✕ Live in a fraction of signed locations ✕ References may hold equity in the vendor ✕ “Coming soon” features, thin support CLERRI ✓ Direct ledger write-back where the PMS supports it ✓ Every signed location goes live ✓ Independent references ✓ $114.4M revenue, SOC 2 Type I ASK ANY VENDOR ### Three questions worth asking before you decide: 1 Is there a button inside our PMS that writes to the ledger? 2 What share of your multi-location clients are live across their entire network? 3 Do your reference clients hold equity in your company? WHAT GROUPS ARE SAYING ## Trusted by the practices running the industry. “ > Our patients have responded extremely well to our Clerri membership plan. They love being able to budget their dentistry. They can choose a plan that fits their lifestyle, whether that’s paying annually or monthly. Overall, patient acceptance has been great. **Steve Bilt** CEO, Smile Brands “ > Clerri has made membership much more streamlined for the front desk. When you’re handling this many patients, you can’t spend 20 to 25 minutes entering everything. **Justin Puckett** President, MB2 Dental “ > Having full control over plan management is a game-changer. We’re no longer chasing down payments or correcting billing issues — everything runs seamlessly. **Andrew Shafran** COO, ProSmile “ > Offering a membership plan isn’t selling, but rather fulfilling an obligation to serve our patients and determine what’s preventing them from getting healthy. **Dave Gaspar** CEO, Smile Partners USA “ > For us, Clerri is a one-stop shop. There’s a pathway for payment, a pathway for marketing, a pathway for materials and training. **Sam Librera** Practice Administrator, Peppy Dental “ > When we started expanding, we realized we needed a platform that could handle multiple offices better for us, and that could provide precise reporting that our leadership needed to track ROI. **Donna Lizotte** Office Manager, Tewksbury Dental Associates “ > There really isn’t much extra to manage, and everything else falls into place, which is beautiful for both sides of the relationship, my patients, and my team. **Lauren Galassini** Director of Marketing, Great Lakes Dental Partners “ > With Clerri, we now have more owner dentists than ever actively utilizing their membership plan within their practices, resulting in our member base growing by 20x. **Dr. Peter K. Cocolis Jr., DMD** “ > Some of our practices cater to families with no dental insurance. Others have strong senior populations. We needed a flexible solution that could work everywhere. **Dr. Craig Spodak** Spodak Dental Group “ > Our in-office membership plan is a great solution for patients without dental insurance. It makes quality preventive care more accessible. **Brandi Rose** Membership Manager, 7 to 7 Dental “ > We really see the retention as well as the elevation of the oral health care for those patients when they’re on the Smile Easy Savings Plan. **Nicky Rich** Associate Operations Manager, Bucks County Smiles “ > With the power of streamlined software, our team is equipped to simplify admin tasks, elevate efficiency, and enhance our ability to deliver exceptional care. **Dr. Bari Posner** Dental Associates of Hoboken “ > We’re seeing fantastic results with our membership plan patients. It’s a win-win for their oral health and our practice. **Dr. Saam Zarrabi** Co-Founder & CEO, Rodeo Dental ## See it running in your PMS. A 15-minute walkthrough on your PMS, your plan, at your scale. [sales@clerri.com](mailto:sales@clerri.com) · [clerri.com](https://clerri.com) SOC 2 · Type I achieved PCI · DSS compliant EN/ES · Bilingual support ![Clerri](https://go.clerri.com/hubfs/Clerri%20Logos/Clerri_Off-White_Brand_Icon.png) © 2026 Clerri. All rights reserved. [Privacy](https://clerri.com/privacy) [Terms](https://clerri.com/terms) [clerri.com](https://clerri.com) Enrollment and member-value figures are Clerri platform averages; results vary by practice, plan design, and patient mix. Membership plans are not insurance.