Why the category exists
Many dental plans have annual benefit maximums, often in the 2,000 range. Membership plans give uninsured and underinsured patients another way to pay for preventive care and receive defined discounts. At scale, automated renewals and failed-payment follow-up matter because manual calls and card updates take staff time. See Membership and discount plans for the underlying model.What the platform does
The named platforms
Independent sources reviewed for this page discuss BoomCloud and DentalHQ in the most detail.1 One secondary source reports that Kleer and Membersy merged and rebranded as “Clerri.” Because we did not locate a primary announcement, verify the current company name and ownership before contracting.2 Vendors often publish performance figures. BoomCloud, for example, cites automated renewal rates above 95% and membership churn below 3%.1 Treat these as vendor claims to check with customer references, not as market benchmarks.Selection criteria
- Multi-location and multi-entity support first. Check whether plans can be priced by location, members can transfer between offices, and revenue can be reported by entity. Apply the same structural test used for other bundled financial products. Membership revenue must be routed and recorded for the appropriate practice entity.
- The money mechanics. Ask which merchant account receives the charges: yours or the platform’s. Confirm processing rates and whether platform fees are deducted from deposits or billed separately.
- Deferred revenue handling. Annual plans collect payment for services that may be provided over the following twelve months. The platform should produce reports that support the accounting treatment your group uses. See Set up bookkeeping.
- Churn visibility. Ask to see the actual churn and failed-payment reports instead of relying on a dashboard screenshot. Review how retries, notices, and lapses are handled.
- Exit. Confirm that the member roster and plan terms are exportable and that card-on-file data is portable or has a documented re-consent path. These terms determine whether the group can change platforms without rebuilding the membership base manually.
The regulatory reminder
Some states regulate discount health plans and may require registration, prescribed disclosures, refund terms, or a combination of them. Before automating enrollment and renewal, confirm how the rules apply to the proposed plan in each state. The software will apply the terms you configure, but it does not determine whether those terms comply with state law. See Membership and discount plans for the regulatory framework and Launch a membership plan for the implementation steps.Sources
- BoomCloud, dental membership plan software (vendor-reported renewal and churn figures); The Molar Report, BoomCloud review and membership plan software overview; US Tech Automations, membership platform roundup, 2026.
- The Kleer–Membersy merger and “Clerri” rebrand is reported by The Molar Report (membership plan software overview); no primary announcement was located. Verify directly.