Clerri Review (2026)

What Is Clerri?

Clerri is a cloud-based platform that lets dental practices design, launch, and manage their own in-house membership plans. These aren't insurance — they're direct-pay subscription plans where patients pay a periodic fee (monthly or annually) for access to preventive care and discounts on other services. The practice sets the terms, pricing, and covered services.

The company was formed through the 2024 merger of Kleer (founded 2016) and Membersy (founded 2014), two of the largest dental membership platforms. They rebranded as Clerri in July 2025. The combined platform now serves over 20,000 dentists across all 50 states, with particular strength in DSO and multi-location group adoption — Clerri powers membership programs for 7 of the top 10 DSOs in the US.

The most significant recent product launch is the Clerri Bridge (September 2025), which integrates directly into existing practice management software workflows. Instead of managing memberships in a separate system, the Bridge surfaces membership opportunities within the PMS schedule view, enabling one-click enrollment during existing patient interactions. This automation-first approach is designed to boost enrollment without adding front desk burden.

Key Features

Custom Plan Design

Data-driven plan configuration based on your practice demographics. You set the pricing, covered services, and discount levels. Clerri's data from thousands of practices helps inform optimal plan structures.

PMS Integration (Clerri Bridge)

Direct integration with 90%+ of PMS systems including Dentrix, Dentrix Ascend, Dentrix Enterprise, Eaglesoft, Open Dental, and Oryx. The Bridge embeds membership opportunities into the schedule view for one-click enrollment. Automated payment posting with bidirectional data sync.

Automated Management

Handles enrollment, billing, renewals, payment failures, and member communications automatically. Practices don't need to manually track membership status or chase payments.

Multi-Location Support

Centralized management dashboard for DSOs and groups with per-location reporting, plan customization, and enrollment tracking. This is where Clerri's DSO heritage (particularly from the Membersy side) shows.

Staff Engagement

Built-in rewards and incentive programs to motivate front desk teams to present and enroll patients in membership plans. This addresses one of the biggest barriers to membership plan success — consistent presentation by staff.

Analytics & ROI Reporting

Detailed dashboards showing enrollment trends, revenue per member, retention rates, and comparative production data (member vs. non-member patients).

What Users Actually Say

What people love

• Revenue impact is measurable. The 172% production increase for membership patients vs. cash-pay is a frequently cited statistic. Practices report meaningful revenue growth from membership programs, particularly from patients who were previously uninsured and underutilizing care.
• Patient retention jumps dramatically. New patient retention reportedly increases from ~40% to ~90% with membership plans. Patients who commit to a subscription come back.
• Clerri Bridge changes the game. Embedding membership opportunities directly in the PMS schedule view — rather than requiring staff to switch to a separate system — meaningfully increases enrollment rates.
• DSO-grade scalability. Managing membership programs across dozens or hundreds of locations from one dashboard is a genuine differentiator for large groups.

What people note

• Pricing requires a conversation. No published pricing makes it hard to evaluate cost before engaging with sales.
• Not available in California (standard model). Due to California's specific regulatory requirements, membership plans are administered differently there.
• Success depends on team buy-in. The platform provides tools, but consistent membership presentation by front desk staff is what drives enrollment. Practices that don't invest in staff training see lower results.
• Brand transition may cause confusion. Kleer + Membersy → Clerri is recent (July 2025). Some practices may still know the company by its previous names.

Who Is Clerri Best For?

Great fit:

• Practices with a significant uninsured or underinsured patient population
• DSOs and multi-location groups wanting centralized membership plan management
• Offices looking to build predictable recurring revenue outside of insurance
• Practices using Dentrix, Eaglesoft, or Open Dental that want deep PMS integration via the Bridge

May want to compare alternatives:

• Practices where most patients have comprehensive insurance (membership plans may have limited uptake)
• Solo practices that want the simplest, most affordable option (consider Plan Forward or Subscribili)
• Offices that want fully transparent, published pricing before engaging sales