Revenue Cycle · #6 (tied) of 24

Clerri🇺🇸

Clerri is an all-in-one dental membership plan platform whose Clerri Bridge puts enrollment and billing inside the PMS schedule view.

Editorial score
All-in-one dental membership plan platform that runs enrollment and billing inside your PMS schedule.
Category rank
#6 (tied) of 24 in Revenue Cycle
Confidence
Developing (55%)
Last reviewed
October 17, 2026

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Pricing

Contact vendor

Not published by the vendor. We only list prices vendors publish.

Works with

  • DentrixIntegrated (writes back) source
  • CareStackListed partner source
  • Cloud 9Listed partner source
  • CurveListed partner source
  • DenticonListed partner source
  • Dentrix AscendListed partner source
  • Dentrix EnterpriseListed partner source
  • DolphinListed partner source
  • EaglesoftListed partner source
  • Open DentalListed partner source
  • OryxListed partner source
  • XLDentListed partner source

From Clerri's own integration pages and docs, checked by our team. Integrated means two-way sync or write-back; listed partner means named without stated depth. Confirm your exact version with the vendor.

Our review

Clerri helps practices build and run their own membership plans, so patients pay the practice directly instead of waiting on insurance. Clerri Bridge reads the day's schedule from the PMS and flags members, cash patients and open treatment. It shows a savings snapshot comparing full price and member price, and opens a pre-filled enrollment with a financing pre-approval from the same screen. Clerri says enrollment takes about 30 seconds and that billing and renewals then run automatically. Claims and eligibility go through DentalXChange.

Clerri says it integrates with more than 90% of PMSs, including Dentrix, Dentrix Ascend, Dentrix Enterprise, Eaglesoft, Open Dental, Oryx, XLDent, Denticon and CareStack. Every plan includes marketing tools (a landing page, brochures, social and ads) and an incentive program for front-office staff. Setup is free, and Clerri says most practices are live in about two weeks. It claims 25,000+ dentists and 200+ groups.

Clerri's disclosures note that membership plans are not insurance, and that its plans are administered by Clerri LLC as a discount medical plan operator.

Watch-outs: pricing isn't published, and the results it cites are illustrative.

Our take: 8.0. A focused membership platform with enrollment built into the PMS schedule; pricing isn't published.

Sources (4)

Reviewer notes

Research draft 2026-10-16 for the Subscribili vs Clerri comparison (Jason's idea). Proposed score 8.0 = weighted result of the draft payments & memberships rubric (collections 8.5, integration 8.5, patient 7.5, reporting 8.0, trust 7.0); not reviewed. Sources: https://clerri.com/, https://clerri.com/platform-overview/, https://clerri.com/integrations/, https://clerri.com/get-started/. No public pricing; vendor stats (25,000+ dentists, 200+ groups) are self-reported. [2026-10-30 rescore, approved by Jason] 8 -> 8.1 (payments_memberships rubric, weighted 8.0500). Reconciled topline to rubric-weighted breakdown. Sources: existing breakdown sources [2026-10-30 evidence-for-all-rubrics rescore, approved by Jason] 8.1 -> 7.7 (payments_memberships rubric, weighted 7.6675). New evidence criterion (15%) added to rubric. Sources: https://www.provenexpert.com/en-us/clerri/, https://www.capterra.com/p/247850/Kleer/ [2026-10-31 evidence-audit rescore, approved by Jason] 7.7 -> 7.8 (payments_memberships rubric, weighted 7.80). Compliance, licensing & support 7 -> 8: SOC 2 Type I audit completed. Sources: https://clerri.com/news/clerri-completes-soc-2-type-i-audit/

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