While Clerri offers dental practices a membership platform with plan designs, marketing, support, and training, independent dental practices, groups, and DSOs evaluating Clerri alternatives often value:
- Read & write PMS integration to make memberships easier to manage & to relieve the front office staff of PMS updates. Integration helps record accurate collections and net production for members, so practices never give away free services, and we can track accurate ROI based on net production per member and visit counts. Integration also allows practices to enroll members straight from the PMS, and to find patients who are the perfect candidates for conversion to membership, perhaps because they have unscheduled treatment presented. Plan Forward presents live savings summaries for patients to help the front office present a compelling case to the patient to buy a membership. This is a vital part of Plan Forward’s growth strategies.
- Compliance and security. On a regular basis, Plan Forward evaluates the compliance requirements by state, both for Direct Primary Care (DPC) and for Discount Medical Plan Organizations (DMPO). Each state is different, and Plan Forward ensures that you are operating your membership in a compliant way. Plan Forward also regularly evaluates the laws pertaining to consumer protection. How do we ensure that patients know what services are covered by their membership, or the Terms & Conditions, for example, that these plans auto-renew each year. Plan Forward ensures that patients receive & review the Terms & Conditions of their plan so they are never caught by surprise. Finally, Plan Forward takes HIPAA seriously and ensures that we adhere to the federal regulations to ensure that patient data is secure and safe.
- Workflow integration. We understand that membership must be integrated into the workflow of your practice – and that it has implications for provider compensation, Revenue Cycle Management, marketing outreach and PMS setup. During training and beyond, we work with your teams on ensuring that all these workflows are aligned with membership.
Membership success, not just membership software.
Here are Plan Forward’s key features/selling points for practices comparing Clerri alternatives:
- Plan Forward integrates both read and write to most major Practice Management Systems, including Dentrix (Enterprise, Core, Ascend), Denticon, Open Dental (cloud and server), Eaglesoft, Curve and many others. We ensure the PMS is synced with Plan Forward seamlessly, keeping data accurate across both platforms.
- Analytics dashboard and strong reporting show the ROI. On average, Plan Forward practices see 2x the number of visits per member and 2-3x higher net production when compared with uninsured patients. We see high renewal rates, often 70-75% for membership plans, lower no-show rates and cancellations, and a high conversion from emergency visits to members.
- Our change management and training is unparalleled, and our teams that onboard and train front office teams, also spend time with executive management and with the regionals and RCM teams to ensure that membership is aligned with the goals and workflows of the practice(s).
- Plan Forward’s platform can scale from single locations to hundreds of locations, and can manage different plans and pricing per location/region/state, depending on the needs of the group.
- Plan Forward ensures that your plans are compliant with all state compliance regulations, as well as HIPAA, PCI and DPC.
1. Plan Forward: Industry-Leading Dental Membership Platform
Key selling points:
- Custom Plan Design and Pricing: Fee analysis is done by our team of specialists, and plans & pricing are presented in person to practices.
- Patient & Member Marketing: Plan Forward builds custom white-labelled landing pages, with Google Analytics & tracking. We also provide social media graphics, in-office brochures, hygiene bag inserts, and email campaigns.
- Simple Dashboard with PMS Integration: Read and write integration helps practices automate membership, avoid duplicate data entry, and help with accurate analytics & reporting. It also tracks all services used, so you never give away free services.
- Support & Resources: Plan Forward’s support team responds to outreach timeously. We are highly invested in your success and will reach out proactively and consistently to ensure that your membership is a success.
Pricing:
- 1-time setup fee and per-member pricing
- White-glove onboarding included with dedicated account management and training
- Ongoing check-ins and support to ensure your success
- Custom pricing for DSOs
2. BoomCloud
BoomCloud was one of the first software solutions to focus on building and growing patient membership programs. They have experience to ensure recurring revenue growth and easy-to-use tools to automate membership programs.
Key selling points:
- Plan Customization to determine services, frequency & pricing, based on demographic data
- Patient Marketplace for new patients
- Marketing support with embedded signup links, QR codes and landing pages
- Automation with reminders, upgrades and reactivation
- Support and strategy included with coaching, onboarding and ongoing consulting
Pricing:
- Starts at $399/month for single-location practices
- $3.50 per member pricing
- Custom pricing for DSOs
3. DentalHQ
DentalHQ was created by a dentist, Dr. Wells, and sells primarily through a partner channel.
Key selling points:
- Unlimited plan creation with a library of templated plans & custom options
- PMS integration
- Business & community connect options
- Marketing resources
Pricing:
- Month-to-month subscription
- DentalHQ app’s DHQ Pro is priced at $99/month or $990/year
4. Illumitrac
Illumitrac is one of the original membership platforms, where the patient pays for the membership, and the practice receives the net collection structure.
Key selling points:
- One-time setup fee and no monthly platform costs
- White-label platform with full practice branding
- Implementation support and unlimited training
Pricing:
- $149 one-time activation fee
- Charges $3-4 per month per member (paid by patients)
5. Subscribili
Subscribili functions as a DMPO and a TPA and sells primarily through other platforms.
Key selling points:
- White-labelled enrollment pages
- Subscribili administers the plans and remits the net collection to practices
- Their solution is used in the US & UK
- They have a reporting & analytics dashboard
Pricing:
- Custom pricing
6. Clerri
Clerri is the result of a merger between Kleer & Membersy, and is one of the largest membership plan companies.
Key selling points:
- Templated plan configuration based on practice demographics
- Clerri-branded/white-labelled landing pages, brochures for in-office
- PMS integration with all the major PMSs
- Tracks services used
- Clerri University: On-demand training portal for consistent staff knowledge
Pricing:
- Free to implement with scalable per-member pricing
- White-glove onboarding included with dedicated account management
- Special pricing for DSOs
7. Dental Menu
Dental Menu is a complete platform that allows dental providers to offer subscription plans directly to their patients. Easily create a ‘menu’ of services for your patients, empowering them to select and build a plan that suits them.
Key Features:
- PMS integrations to reduce manual data entry
- Automated billing, renewals, and patient notifications
- Reporting and AI-powered analytics for plan performance monitoring
- Hands-on training and onboarding support
- Built-in payment processing
- Practice-branded marketing materials
Pricing Structure:
- $900 1-time Setup Fee
- White-glove onboarding included with dedicated account management
- Special pricing for DSOs
For practices comparing Clerri alternatives, the right choice comes down to more than software alone. It comes down to finding a partner that helps you launch, manage, and grow a membership program that works in the real world, with the right mix of technology, integration, compliance, training, and ongoing support to drive long-term success.
