Clerri Enhances Workflow Efficiency with New Open Dental Integration

Clerri, a leading provider of membership management solutions, has recently unveiled an authorized integration with Open Dental Software, a top Practice Management System (PMS) for dental practices. This integration aims to streamline practice workflows and improve the management of membership plans, ensuring that dental professionals can focus on providing quality care rather than getting bogged down by administrative tasks.

Commitment to Efficiency and Data Integrity

Doug McClure from Clerri stated, "This is more than just a new feature; it's a commitment to efficiency and data integrity for our customers. We are continually striving to improve how they work." The authorized integration with Open Dental eliminates unnecessary vendor layers, delivering sub-second data synchronization and enhancing the overall experience for both staff and patients.

With real-time syncing, data such as patient calendars and procedure information from Open Dental is now instantly available in Clerri, allowing healthcare professionals to access accurate records during patient interactions without delays. This newfound speed in workflow not only boosts productivity but also builds confidence among dental staff and members in the accuracy of their data.

Simplified Architecture and Enhanced Control

Becoming an Open Dental Authorized Vendor offers Clerri various operational advantages. Firstly, it tightens controls over patient data, improving data privacy significantly. Secondly, practices can experience a seamless installation process, integrating Clerri with minimal friction, all without compromising the performance of the Open Dental system.

This enhanced architecture is specifically designed to work harmoniously with existing Open Dental installations, ensuring that practitioners can leverage Clerri’s benefits without the worry of slowing down their PMS operations.

Advanced Payment Posting Features

One of the standout features of this new integration is the automated payment posting capabilities that Clerri offers. This functionality ensures that charges and membership payments are posted simultaneously, which helps in accurate financial management. For example, Clerri can post membership-related charges right alongside the membership payment, safeguarding that everything is accurately aligned in patient ledgers.

Practices now have the flexibility to post payments along with balancing transactions, or to manage separate fees from practice revenue, giving them granular control over their financial records. This level of detail ensures clarity in accounting practices and reduces the likelihood of errors as funds are allocated correctly.

Smooth Adoption Process

Clerri takes pride in managing the backend setup for practices. To facilitate a smooth transition, dental offices simply need to enable data access within Open Dental. Existing Clerri customers can quickly contact their account managers for more personalized information and assistance regarding the integration. Meanwhile, practices that are new to the Clerri platform and interested in enhancing their cash flows through robust membership plans can request a demo or reach out for additional information on the Clerri website.

This strategic integration marks a significant stride for Clerri in enhancing operational capabilities for dental practices, positioning them to leverage technology more effectively and improving patient engagement within memberships. Digital transformation in health care management is on the rise, and Clerri’s partnership with Open Dental sets a benchmark in achieving greater efficiency and effectiveness in the dental industry.

For more details, visit Clerri’s official website or contact their media representative, Rob Yoegel, directly.