Kleer Review

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What Is Kleer?

Kleer is a cloud-based platform that lets dental practices create, manage, and scale in-house membership plans. These plans are an alternative to dental insurance for the roughly 77 million Americans who lack dental coverage. Instead of dealing with insurance companies, patients pay the practice directly through a monthly or annual subscription that covers preventive care and provides discounts on additional treatment.

The concept is not new -- practices have been offering in-house discount plans for years. What Kleer does is professionalize it. The platform handles plan design (you set the price, fee schedule, and treatment protocols), patient enrollment (online, in-office, or via mobile), automated payment collection, compliance documentation, and analytics. A practice can design and launch a membership plan in under 15 minutes.

The 2024 merger with Membersy under Charlesbank Capital Partners created the undisputed market leader in dental membership technology. The combined company (rebranding as Clerri) covers the full spectrum from solo practices to the largest DSOs in the country.

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Who Is It For?

Practices with a large uninsured patient base: If a significant percentage of your patients lack dental insurance, a membership plan converts them from sporadic emergency visitors into recurring preventive care patients. Kleer reports that membership patients generate an average of $372 per year per member.

Fee-for-service practices: Practices that have reduced or eliminated insurance participation find membership plans essential for retaining price-sensitive patients who would otherwise leave for in-network providers.

DSOs seeking predictable recurring revenue: The platform scales across multiple locations with centralized management and standardized plan offerings. DSOs can use membership plans as a competitive differentiator and revenue stabilizer.

Practices frustrated with DIY plans: If you are currently managing a membership plan through spreadsheets, paper forms, and manual payment tracking, Kleer replaces all of that with automated software.

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Key Features

Plan Design Tools: Create custom membership plans with practice-controlled pricing, fee schedules, and treatment protocols. Templates help you get started quickly, but everything is customizable. You can offer different plans for adults, children, perio patients, or any other segment.

Multi-Channel Enrollment: Patients can enroll online through your website, in the office via tablet or kiosk, or on their mobile device. The enrollment process is branded to your practice and takes minutes.

Kleer Portal: A dashboard for tracking patient enrollment, monitoring payments, managing plan adjustments, and viewing analytics. See which plans are performing, track churn, and identify growth opportunities.

Patient Portal: Patients can self-enroll, manage their payment method, add family members, view their plan benefits, and see their savings compared to standard fees.

Automated Payments: Kleer handles all payment collection -- monthly or annual subscriptions charged automatically. No more chasing patients for membership renewals.

PMS Integration: Direct integration with Dentrix Ascend and other leading practice management systems. Real-time data sync eliminates manual entry and keeps membership status current in your scheduling and billing workflows.

Marketing Support: Kleer provides marketing materials, email templates, and a dedicated success team to help practices promote their membership plans and grow enrollment.

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Pricing

Kleer's pricing model is one of the most practice-friendly in dental tech: the platform is free to implement. There are no setup fees, no monthly platform fees, and no minimum commitments. Kleer makes money by taking a per-patient fee from the membership revenue collected.

This means your cost scales directly with your success. If you enroll zero patients, you pay nothing. As enrollment grows, Kleer takes its cut. The exact per-patient fee is not publicly disclosed, but the model ensures alignment between Kleer's revenue and your membership program's success.

For practices just getting started, this eliminates the risk of paying for software you are not using. For established programs, the per-patient fee needs to be weighed against the automation, compliance, and enrollment tools you receive.

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Pros

• Free to implement with no upfront costs or monthly platform fees
• Turnkey plan design and launch in under 15 minutes
• Automated payment collection eliminates manual tracking
• Patient self-enrollment reduces front desk burden
• Market leader serving 20,000+ dentists post-Membersy merger
• Scales from solo practices to the largest DSOs

Cons

• Per-patient revenue share means ongoing costs grow with enrollment
• Exact fee structure is not published transparently
• Rebranding to Clerri may create temporary confusion in the market
• Limited to membership plan management -- not a broader patient engagement tool
• PMS integrations are growing but not yet universal
• Marketing support varies by plan tier

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The Bottom Line

Kleer solved the dental membership plan problem. Before platforms like this existed, practices either did not offer membership plans or managed them with spreadsheets and paper. Kleer turns it into a professional, automated, scalable program that patients can self-enroll in from their phone. The free-to-start model removes all risk for practices testing the waters. The only real question is whether the per-patient revenue share makes sense as your program scales to hundreds or thousands of members -- at some point, a flat-fee alternative might be more economical. But for most practices launching or growing a membership program, Kleer is the obvious choice and the clear market leader.