C

Clerri

Subscription-based dental care platform for practices

Overview

Clerri provides a membership platform for dental practices that lets them offer subscription-based dental care plans to patients. The product helps practices manage memberships, schedule fills, and generate recurring revenue, reducing reliance on traditional insurance. Practices—ranging from small clinics to DSOs—offer these plans to patients directly, including cash-paying or uninsured patients, with signup possible via a QR code in the office. The platform is baked into a B2B2C model and is used by over 20,000 dentists across the United States. Clerri differentiates itself as the largest dental membership platform following its formation from the Kleer and Membersy merger in 2025, serving multi-unit and diverse practices with automation and patient engagement tools that aim to boost loyalty and retention. The company's goal is to improve access to dental care by removing insurance-related complexities while helping dental practices grow profitability and retain patients.

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About Clerri

Simplify's Rating
Why Clerri is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Enterprise SoftwareHealthcare

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

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Founded

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What believers are saying

  • Cherry financing launched May 26, 2026, expanding case acceptance beyond membership discounts.
  • Open Dental write-back on May 19, 2026 reduces front-desk labor and strengthens stickiness.
  • Jim Higgins became CEO in January 2026, signaling a commercial push after the merger.

What critics are saying

  • Fontana v. Clerri LLC entered federal court in Illinois on October 5, 2026.
  • PMS vendors like Open Dental and CareStack can copy membership workflows and compress Clerri’s moat.
  • If dental practices absorb Clerri’s features natively, Bridge becomes a replaceable overlay.

What makes Clerri unique

  • Clerri’s 2026 Bridge embeds membership workflows inside Open Dental, CareStack, and Denticon.
  • Clerri says it serves 25,000 dentists, 5,000 offices, and 200-plus groups.
  • SOC 2 Type I completion and compliance tooling support multi-state enterprise deployments.

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Benefits

  • Remote Work Options

Company News

PR Newswire
Aug 6th, 2026
Clerri launches Chrome extension for dental membership tools across any web-based practice system

Clerri has launched the Bridge Chrome Extension, enabling its dental membership platform tools to work with any web-based practice management system. The extension installs from the Chrome Web Store in under two minutes without IT support and updates automatically. Bridge operates in Chrome's side panel alongside systems like Denticon and Dentrix Ascend, providing membership status, savings calculations, and enrollment workflows. The tool works on both Mac and Windows devices. For dental service organisations and multi-location groups, the extension can be deployed across all locations simultaneously through Chrome enterprise policy, eliminating individual installations at each site. Patient data is held in session memory only and cleared when the browser closes. The extension is available today for practices with active Clerri integration. Clerri serves over 25,000 dentists across 5,000 independent offices and 200-plus group practices.

PR Newswire
Jun 4th, 2026
Clerri adds patient financing to dental membership platform through Cherry partnership

Clerri, a dental membership platform, has partnered with Cherry to integrate patient financing directly into its system. The integration enables front office staff to initiate Cherry financing pre-approvals from within the patient's treatment plan view, where membership enrolment already occurs. The partnership allows practices to present both membership savings and flexible payment options without switching between separate systems. Setup requires connecting an API key, taking approximately two minutes. Patients can complete the financing application in about 30 seconds via their phone, with Cherry managing the checkout process. The integration is currently live for Clerri customers using Bridge and will roll out to all Clerri practices soon. Clerri serves over 25,000 dentists, whilst Cherry partners with more than 50,000 healthcare providers nationwide.

Group Dentistry Now
May 20th, 2026
Clerri integrates patient financing through new Cherry partnership.

Clerri integrates patient financing through new Cherry partnership. Practices can now present financing options and complete membership enrollment from the same screen - no switching tools and no added steps required. Clerri, the dental industry's largest and most trusted membership platform, announced recently a new partnership with Cherry, adding patient financing natively to the Clerri platform. The integration gives front office staff the ability to initiate a Cherry financing pre-approval directly from the patient's treatment plan view - the same screen where membership enrollment already takes place. "This partnership reflects how we're thinking about Clerri as a platform, not a single product. Membership has always been our foundation, but the practices we serve need a unified surface for every financial conversation with a patient. Our integration with Cherry is the first of several innovations built around that idea," said Jacob Evans, Chief Product and Technology Officer at Clerri. Cost is the most common reason patients delay or decline treatment. Clerri's integration with Cherry eliminates the friction at the exact moment it matters most: case presentation. With financing and membership both accessible from a single workflow, staff can walk a patient through their full range of options, including savings through a membership plan, flexible payment terms through Cherry, or both, all without leaving the platform or logging into a separate system. One Workflow. Two Powerful Tools. Zero Extra Steps. The Cherry integration is simple to set up and offers a streamlined three-step process that fits naturally into the existing Clerri experience: 1. Connect your API key to Clerri. From the Practice Portal, navigate to Product Settings" Connect Cherry. Paste the API key and the integration is live. Setup takes about two minutes. 2. Initiate a pre-approval from the treatment plan. From within the patient's treatment plan in the Clerri platform, staff can run a Cherry pre-approval on the spot. The result is a financing range valid for 60 days, returned in seconds. 3. Patient applies and gets financing. The patient completes a ~30-second application on their phone. Cherry manages the checkout process end to end. Once complete, the practice receives payment for the treatment. Staff never leave the Clerri platform. There is nothing new to log into, no separate software to manage, and no additional training required to get up and running. Availability and Setup The Cherry integration is live today for Clerri customers using the Bridge and rolls out to all Clerri practices in the coming weeks. Practices new to Cherry complete a one-time approval with Cherry, then connect in about two minutes. Groups or practices new to Clerri can request a demo at clerri.com/get-started. About Clerri Clerri is the leading care membership platform transforming how dental practices grow. By simplifying access to care through smart, sustainable membership plans, Clerri empowers providers to increase patient loyalty, reduce insurance dependence, and build recurring revenue. Trusted by over 25,000 dentists, including more than 5,000 independent offices and 200-plus group practices, Clerri delivers a clear path to practice success powered by automation, expert support, and nationwide compliance. About Cherry Cherry is the fastest-growing patient financing partner in healthcare, trusted as the top choice by more than 50,000 providers nationwide. Known for offering the lowest fees in the industry and approval rates as high as 90%, providers choose Cherry five times more often than competitors when selecting a preferred financing partner. Cherry's patient-centric platform allows more patients to say "yes" to treatment through a lightning-fast, 35-second application that requires no hard credit check and features no deferred interest. By providing transparent, easy monthly payments alongside treatment plans, Cherry empowers top-performing dental practices to significantly increase case acceptance and make high-quality care more accessible. Media Contact

Clerri
Feb 7th, 2026
5 Best DentalHQ Alternatives for Dental Membership Plan Software: 2026

5 best DentalHQ alternatives for dental membership plan software: 2026. While DentalHQ serves over 1,000 dental practices with its month-to-month membership plan software, many dental practices and DSOs require deeper PMS integration, advanced analytics, and enterprise-grade scalability that go beyond basic automation. From workflow-embedded enrollment tools to quantified ROI data, these five alternatives address specific gaps for practices serious about building profitable membership programs. Clerri University has evaluated each platform's strengths, pricing models, and ideal use cases to help dental teams make informed decisions. Key takeaways. * PMS integration depth separates platforms: Clerri integrates with over 90% of PMS including authorized Open Dental integration with sub-second sync, while some competitors operate with different integration approaches * Quantified patient behavior data proves ROI: Clerri practices experience 76% more visits, 146% more procedures, and 172% increase in cash production when comparing membership patients to their previous cash-pay status * Workflow integration eliminates enrollment friction: Clerri Bridge overlays existing PMS schedule views for one-click enrollment without toggling between systems * Enterprise scalability matters for growth: Clerri serves 7 of the top 10 DSOs and 5,000+ independent practices, proving its architecture handles single locations through multi-hundred location networks * Compliance infrastructure reduces legal risk: Built-in DMPO, Knox-Keene, HIPAA, and PCI compliance handling through dedicated compliance teams protects practices operating membership plans across multiple states The dental membership software market has evolved significantly as practices seek alternatives to stagnant insurance reimbursement rates. More than half of all dental practices cite insurance dependency as holding back growth, driving demand for membership platforms that enable recurring revenue and optimized payer mix. 1. Clerri: industry-leading dental membership platform. Clerri stands as a category leader in dental membership software, formed through the merger of Kleer and Membersy - the industry's two largest platforms. The company serves 20,000+ dentists across all 50 states, making it the most widely adopted solution for dental membership programs. Key features: * Custom Plan DesignSmartDesign and SmartPricing: Data-driven plan configuration based on practice demographics * Patient & Member MarketingComprehensive marketing tools: Custom landing pages, Google Ads templates, direct mail resources, and social media tools * One-click enrollment: Pulls patient data directly from PMS to eliminate duplicate data entry * Automated payment posting: Bidirectional sync with major PMS platforms for real-time reconciliation * Clerri Bridge: PMS schedule overlay that surfaces enrollment opportunities directly in existing workflows without toggling between systems * Real-time benefit tracking: Shows which services patients have used and what remains available * Clerri University: On-demand training portal for consistent staff knowledge * Health Checks & Performance Analytics: Periodic plan health checks with actionable insights and benchmark comparisons, plus ongoing practice analytics monitoring with alerts when your plan needs support to drive growth Pricing structure: * Custom pricing based on practice size and needs * White-glove onboarding included with dedicated account management * Contact for details on specific pricing Clerri's primary differentiator lies in its quantified "Membership Effect" research. Practices using the platform report 76% more visits, 146% more procedures, and a 172% increase in cash production when comparing membership patients to when they were cash-pay patients. New patient retention increases from less than 50% to 90% with membership plans. Its DSO partnerships validate the platform's enterprise strength. GEN4 Dental Partners implemented Clerri across 40+ locations in 14 days, immediately enrolling 500+ members. Great Lakes Dental Partners experienced 95% increase in enrollments last year compared to the year before. For practices evaluating membership plan software, Clerri's combination of workflow integration, proven ROI data, and enterprise scalability makes it the standard against which alternatives are measured. 2. illumitrac. illumitrac takes a fundamentally different approach with a one-time $149 fee. The platform focuses on practice ownership, where practices retain 100% of patient data and membership revenue. * One-time $149 fee with no monthly costs * White-label platform with full practice branding * 100% practice ownership of patient relationships and data * Basic membership automation and tracking * Club Success Coach for implementation support * Customizable member communications 3. BoomCloud. BoomCloud differentiates through its AI-powered plan builder that uses real-world data to recommend pricing and benefits. The platform emphasizes practice-owned contracts and built-in staff incentive programs. * AI plan builder with data-driven pricing recommendations * Practice-owned membership contracts * Staff incentive programs to motivate enrollment efforts * Integration with top PMS platforms * Advanced KPI tracking and reporting * Patient portal for self-service management * BoomCloud Core starts at $399/month for single-location practices * Custom pricing for Multi-Location 4. Subscribili. Subscribili helps dental practices run membership plans with automated billing, member management, and practice-branded enrollment - so your team spends less time on admin and more time on patient experience. * Practice-branded plan signup to present your membership * Automated recurring billing and payment recovery * Member tracking and utilization visibility * Reporting dashboard to monitor enrollment, revenue, and plan performance 5. Plan Forward. Plan Forward is a dental membership plan platform built to help practices launch subscription-style plans, automate admin work (billing/renewals/notifications), and track performance - especially when paired with PMS integration to reduce manual front-office effort. * 20+ PMS integrations to reduce manual data entry * Automated billing, renewals, and patient notifications * Reporting and AI-powered analytics to monitor plan performance * Operator-led guidance like pricing analysis and PMS/workflow support * Two platform options: Essential (unintegrated) and Advanced (PMS-integrated) * Priced per member per month with custom enterprise pricing Key features to evaluate when choosing membership plan software. PMS integration depth. The most significant differentiator among platforms is how deeply they integrate with existing practice management software. Basic integration means data syncs periodically. Advanced integration - like Clerri Bridge - embeds membership management directly into clinical workflows. Clerri's authorized Open Dental integration provides sub-second data synchronization and simultaneous payment posting. This level of integration addresses the "double entry" challenge that exists with some membership systems. Automation capabilities. Effective membership platforms automate traditionally manual processes: * Payment collection and failed payment recovery * Renewal processing and member communications * Benefit tracking and utilization reporting * Enrollment opportunity identification Clerri's automation reduces enrollment time by 3-5 minutes per patient through one-click functionality that pulls information directly from the PMS. Support and training resources. Quality support is a key factor in implementation success. Look for: * Dedicated account management for ongoing optimization * On-demand training resources for staff turnover * Rapid launch programs for multi-location rollouts * Performance audits comparing results to benchmarks Clerri's Growth Services include health checks, proactive coaching, and bilingual support for both practice staff and members. Frequently asked questions. Predictable revenue. Loyal patients. Zero hassle. Attract and retain patients, drive patient loyalty, and grow cash production without all the hassle. Request a 15-minute walkthrough to learn more.

PR Newswire
Jan 22nd, 2026
Clerri launches authorised integration with Open Dental for sub-second patient data synchronisation

Clerri has launched an authorised integration with Open Dental software to streamline dental practice workflows and membership plan management. The integration enables sub-second data synchronisation between the practice management system and Clerri's Care Membership Platform. The partnership provides real-time syncing of patient calendars, procedures and benefits data, allowing instant patient enrollment once they're entered into Open Dental. The integration eliminates unnecessary vendor layers whilst improving data privacy and system performance. Advanced payment posting features allow practices to post charges and membership payments simultaneously, with flexible options for handling payment processing fees. Existing Clerri customers can contact their account manager for implementation, whilst new practices can request a demo through Clerri's website.

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