One-Click Enrollment
Pull patient information directly from your PMS to Clerri, saving time and reducing manual work.
Schedule View
Instantly review insured, cash, and membership patients from your practice management schedule view.
Patient Savings Tool
The patient savings tool breaks down each procedure by full price, member price, and savings.
Automated Insights
Gain a clear view of which patients are the best fit for membership to act on opportunities immediatly.
Payment Posting
Automatically post membership plan payments and balance transactions to your PMS.
Benefits Tracking
See which benefits a patient has used and what’s still available to keep schedules full and care on track.
Automated Marketing
Engage more patients with personalized emails that drive enrollment, so your team stays focused on care.
Membership Performance
Compare plan performance against patient visits, case acceptance, and revenue from cash and PPO patients.
“Clerri's integration with our PMS 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 Lizotte
Tewksbury Dental Associates
Boost revenue and production
Clerri memberships drive significant financial growth for your practice. Here’s how:
- Grow Cash Production:
- Increase revenue from cash-paying patients by offering membership plans.
- Double Active Cash-Pay Visits & Production:
- Membership patients visit 92% more often, driving higher production.
- Reactivate 5%–10% of Dormant Patients:
- Bring back lapsed patients who haven't visited recently, creating consistent revenue.
Retain patients & improve satisfaction
A membership plan ensures your patients stay engaged longer and enjoy a better experience with your practice.
- New Patient Retention from ~40% to ~90%:
- Keep new patients connected through in-house memberships.
- Increase Appointment Completion Rate by 15% or more:
- Membership patients are more likely to show up and complete their appointments.
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Reduce No-Shows & Cancellations - Membership patients are less likely to miss appointments, keeping your schedule full.
Simplify membership administration
Managing memberships is easier than ever with Clerri’s automated tools.
- Streamlined Billing & Renewals:
- Automate billing, renewal reminders, and usage tracking with ease.
Flexible Payment Options:- Offer monthly or yearly plans to fit every patient, including children, adults, seniors, and perio.
Integration with PMS:- Effortlessly connect with your Practice Management Software for hassle-free operations.
