[AUSTIN, TX – April 7, 2026] - Clerri, the dental industry's largest and most trusted membership platform, today announced an expansion of its partnership with the launch of Open Dental native integration. As an Open Dental Authorized Vendor, Clerri uses the Open Dental API to power this new front office experience.
Available to users of Open Dental version 25.4 or higher, Clerri now appears as a native integration in the Open Dental main toolbar. The intuitive design and integrated features aim to simplify staff training, enabling quicker adoption and confident use during patient conversations without needing to log in to both platforms or switch systems.
“This isn't just an integration; it’s a membership command center inside the PMS,” said Doug McClure, Senior Vice President of Product Management at Clerri. "Staff can now see exactly how much a patient will save, view missed savings, and complete a full membership enrollment all within Open Dental."
Three Views, One Workflow, Faster Enrollment
The embedded feature introduces three primary views designed to maximize practice efficiency and revenue:
1. Membership Huddle Report
Identify membership candidates and track active members for the day or week.
Automatic Membership Opportunity Detection: Surfaces membership opportunities in real time, helping staff identify the right patients without digging through charts.
Historical Savings Insight: Shows a patient’s historical savings, so staff can reference real missed value and make the benefit more tangible.
2. Advanced Patient Information & Auto-Fill Enrollment
Gain a comprehensive view of the patient’s profile:
Smart Recommendations: Identify uninsured versus cash patients and recommend the optimal care plan.
Real-Time Treatment Plan Savings: Pull incomplete procedures directly from the Open Dental chart, providing a side-by-side fee comparison (Member versus Non-Member) that can be printed or emailed to the patient instantly.
One-Click Checkout: Autofill patient data from Open Dental into the Clerri checkout flow, allowing for rapid credit card entry and immediate plan activation.
3. Active Member Dashboard
For existing members, the toolbar provides an instant snapshot of plan status, remaining included services such as cleanings or exams, and total lifetime savings. Staff can jump directly into the full Clerri Dentist Portal with a single click for deeper reporting and administrative tasks.
By showing savings directly in Open Dental, teams can build trust faster and guide patients toward enrollment with clear, transparent numbers.
Availability and Setup
Current Clerri customers can activate the feature by contacting their Customer Success Manager to enable access and confirm that they’re on at least Open Dental version 25.4. Groups or practices new to Clerri can request a demo to see how membership drives loyalty, cash production, and retention by visiting go.clerri.com/open-dental.
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.