Kleer Dental Review: In-House Membership Plans Explained

Kleer dental is a software platform that lets fee-for-service practices build and run their own in-house membership plans — no insurance company in the middle, no clearinghouse fees, and no negotiated write-offs dictated by a payer. If you’re tired of PPO reimbursements and want a direct, recurring revenue stream from your uninsured patients, that’s the pitch in one sentence.

What Kleer Actually Does

The platform gives dentists a configurable membership plan structure. You pick from five care plan templates, set your own fee schedule, and decide the subscription price. Patients can enroll through your practice website, the Kleer.com marketplace, a mobile app, or simply at the front desk. According to Kleer, the platform is HIPAA compliant and free to implement — costs come later, tied to active subscribers rather than a flat monthly bill.

That pricing model matters. There are no setup fees, and Kleer takes a small cut from each patient subscription. Practices keep around 90% of what patients pay, per vendor-reported figures. For a solo practice running a manual spreadsheet membership plan, the economics are worth examining closely — Kleer’s own research suggests 50% of manual renewals never happen, which quietly kills the recurring revenue the whole model depends on.

PMS Integration: Kleer Intelligence™

The integration layer is called Kleer Intelligence™. It connects to your practice management software to automatically post subscription payments and balance transactions, pull patient data into enrollment fields, and track benefit eligibility so your front desk isn’t manually cross-referencing a spreadsheet mid-appointment. Kleer reports compatibility with over 90% of PMS platforms, specifically naming Dentrix, Eaglesoft, and Open Dental.

That’s meaningful for most practices. If you’re already running one of the major systems covered in our best dental practice management software roundup, you’re very likely in scope. For those on less common platforms, it’s worth confirming compatibility directly with Kleer before committing.

The platform can also scan your existing patient database to flag uninsured and dormant patients, then market to them automatically. Kleer says this capability has helped practices increase membership enrollment by 55% — though that’s a vendor figure, so treat it as directional rather than a reliable indicator of your specific results.

The Economics of Membership Plan Patients

Here’s where the business case gets interesting. According to Kleer’s own research, membership plan patients visit twice as often and accept 145% more treatment than uninsured patients. They’re also, per the same vendor data, 30–50% more profitable than traditionally insured patients — largely because there’s no write-off between your fee schedule and an insurance-contracted rate.

The comparison to straight fee-for-service is even starker. Kleer reports that membership patients generate 172% more production than uninsured, pay-as-you-go patients. Those figures come directly from Kleer’s research, so weight them accordingly. The directional logic — that patients with a financial stake in using their plan show up more often — is consistent with what independent observers in the trade press have noted about membership plan models generally.

One nuance worth flagging: membership plans work best for practices that are already predominantly fee-for-service or actively trying to reduce PPO dependence. If your schedule is full on insurance and you have no capacity problem, the incremental benefit is smaller.

Who the Platform Is Built For

Kleer is configurable for solo practices, multi-location groups, and DSOs. The company’s scale reflects that range — after merging with Membersy and rebranding as Clerri, the combined entity reports more than 20,000 dentist users across all 50 states, per DrBicuspid coverage of the rebrand. Aspen Dental runs its savings plan on the platform. That’s not a small-practice-only tool.

For practices weighing partnerships, Kleer has tied up with Sunbit for patient financing and with Five Lakes Dental Practice Solutions for PPO analysis — the idea being that you can combine membership plan revenue with a smarter PPO strategy rather than treating them as mutually exclusive.

The patient-facing plan structure includes cleanings, exams, oral screenings, X-rays, and emergency exams. Pediatric plans add fluoride. Patients can also apply discounted fees to cosmetic and orthodontic work through the “Kleer Advantage” program — coverage areas that traditional insurance typically excludes.

A Note on the Rebrand

If you’ve been following this space, you may have seen references to both Kleer and Membersy. The two companies have merged under the name Clerri. The underlying platform continues to operate, and the Aspen Dental partnership renewal under the Clerri name suggests the technology is stable post-merger. For current pricing and integration specifics, go directly to the vendor — details shift after acquisitions.

Practices evaluating Practice Software for the first time should treat membership plan platforms as a complement to your PMS, not a replacement. They handle subscription billing and patient communications; your core clinical and scheduling workflows stay in your existing system.

The Honest Trade-Off

Kleer solves a real problem: running a manual in-house plan at any volume is a billing and renewal headache. The automation argument is sound. The economics, if even partially borne out in practice, favor adding a membership tier for uninsured patients.

The caveat is control. You’re dependent on a third-party platform for a recurring revenue stream, and post-merger rebranding can introduce pricing and feature changes. If you’re a high-volume DSO, that’s probably an acceptable trade. If you’re a two-chair solo practice, make sure you read the current subscription agreement carefully before you migrate your entire uninsured patient base onto a platform you don’t own.

For most fee-for-service practices with a meaningful portion of uninsured or self-pay patients, Kleer — now Clerri — is worth a serious look. Just go in with your eyes open on the vendor dependency.