Clerri Launches Authorized Integration with Open Dental Software

AUSTIN, TX – January 21, 2026 – Clerri, the leading platform for simplifying dental membership management and boosting practice revenue, today announced a new integration with Open Dental Software to streamline practice workflows and bring membership plans closer to daily operations.

This major technological leap enables Open Dental practices to achieve real-time synchronization between the two platforms. It introduces a solution that enhances data accuracy and security, building trust in payment posting between a leading PMS and the Clerri Care Membership Platform. The new partnership establishes a clean, secure, and fast data pipeline between Open Dental and Clerri.

“This is more than just a new feature; it’s a commitment to efficiency and data integrity for our customers and to continually strive to make how they work better,” said Doug McClure, Vice President of Product Management at Clerri. “By building an Open Dental-authorized integration, we’ve eliminated unnecessary vendor layers and achieved sub-second data synchronization. “

Real-Time Syncing: Accuracy in Seconds

Together, Clerri and Open Dental deliver fast, consistent data flow that updates patient calendars, procedures, and data instantly, improving workflow speed and accuracy.

• Patient calendar, procedures, and data from Open Dental now sync instantly to Clerri Bridge, providing accurate information during patient interactions and improving workflow speed.
• Used and remaining benefits are displayed in the Clerri Care Membership Platform without any delay, enhancing staff and member confidence.
• Once a patient gets entered into the Open Dental PMS, they are immediately available in Clerri, accelerating enrollment.

Simplified Architecture, Enhanced Data Control

By becoming an Open Dental Authorized Vendor, Clerri delivers significant operational benefits:

• Tighter control over patient data, simplifying the experience and substantially improving data privacy.
• Instant installation means the practice can integrate Clerri in just a few clicks using the provided API key.
• Performance designed in coordination with Open Dental, which does not impact the performance or speed of the PMS system.

Advanced Payment Posting

The new workflow automation improves payment posting by ensuring charges and membership payments get posted simultaneously, increasing accuracy and efficiency.

• Prepayment Posting Clerri can post charges (or procedures) simultaneously with the membership payment, ensuring the payment gets correctly allocated to the designated charge on the patient ledger.
• Flexible Posting Options: Practices can now post payments with balancing transactions (payment plus balancing adjustments) or with fees (payment processing fees are broken out from practice revenue), providing granular control over ledger entries.

Easy Adoption

Clerri manages the backend setup, making it straightforward and stress-free for practices to adopt. Practices simply enable the data access in Open Dental to ensure a smooth, supported transition.

Existing Clerri customers can contact their account manager for more information. Groups or practices new to Clerri that are interested in attracting and retaining patients, driving patient loyalty, and growing cash production with a membership plan can request a demo or more information by visiting clerri.com/get-started.

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 5,000 practices and seven of the top ten Dental Service Organizations (DSOs), Clerri delivers a clear path to practice success powered by automation, expert support, and nationwide compliance.

About Open Dental

Founded in 2003 by a dentist, Open Dental Software is one of the most widely-used practice management software programs in the industry. The software is powerful, highly customizable, and affordable, leading to continued rapid growth. Designed for practices of any size, Open Dental streamlines practice management, so you can focus on patient care. Open Dental is committed to innovation and serving dentists’ needs. Learn more at opendental.com.