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
See it running in your PMS
A 15-minute session on your PMS, your plan, at your scale. No pitch deck.
What 50 locations looks like.
New members the average Clerri location adds each month
Across 50 locations, about 700 new members a month
A first-year cohort of roughly 8,400 members
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.
A member is worth far more than a patient with no plan.
Enrollment and member-value figures are Clerri platform averages. Results vary by practice, plan design, and patient mix. Membership plans are not insurance.
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.
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.
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.
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.
“Enrolled employees use your chairs,” driving utilization and retention while removing insurance overhead. Groups call it one of their highest-ROI decisions.
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.
Denticon (Planet DDS)
REST API with OAuth 2.0, real-time data, enterprise reporting.
Dentrix Ascend
Cloud-native integration with Henry Schein’s PMS.
Eaglesoft
Plans and payments sync to the patient record.
Open Dental
Automated enrollment and ledger sync, no manual entry.
They’re choosing us. And they’re staying.
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.
Not all platforms are built the same.
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
Direct ledger write-back where the PMS supports it
Every signed location goes live
Independent references
$114.4M revenue, SOC 2 Type I
Three questions worth asking before you decide:
Is there a button inside our PMS that writes to the ledger?
What share of your multi-location clients are live across their entire network?
Do your reference clients hold equity in your company?
Trusted by the practices running the industry.
See it running in your PMS.
A 15-minute walkthrough on your PMS, your plan, at your scale.