> ## Documentation Index
> Fetch the complete documentation index at: https://dso.getlemma.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Membership plan platforms

> Software for running in-house dental membership plans, including named platforms, core functions, selection criteria, and regulatory considerations.

Membership plan platforms administer in-house dental membership, sometimes called dental savings, plans. Patients pay a monthly or annual fee for included preventive care and a discount schedule for other treatment. These platforms handle recurring charges, failed-payment retries, renewal notices, and membership reporting that many practice management systems (PMSs) do not provide.

This is a young, consolidating category. Verify current branding, ownership, and PMS integrations directly before signing.

## Why the category exists

Many dental plans have annual benefit maximums, often in the $1,000–$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](/concepts/payments/membership-and-discount-plans) for the underlying model.

## What the platform does

| Function               | What to look for                                                                                             |
| ---------------------- | ------------------------------------------------------------------------------------------------------------ |
| **Recurring billing**  | Monthly and annual terms; card-on-file; family plans; proration                                              |
| **Dunning**            | Automatic retry on failed payments; card-expiry updating; member notification before lapse                   |
| **Renewal automation** | Auto-renewal by default, with the member consent trail to support it                                         |
| **Member management**  | Enrollment in-office and online; per-location plan variants; transfer between locations                      |
| **Plan design**        | Multiple tiers; per-location pricing; discount schedules by procedure category                               |
| **Reporting**          | MRR/ARR, churn rate, renewal rate, utilization; per location and consolidated                                |
| **PMS integration**    | Membership status visible at the chair and front desk; discounts applied in the ledger, not on a sticky note |

## The named platforms

Independent sources reviewed for this page discuss **BoomCloud** and **DentalHQ** in the most detail.<sup>1</sup> 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.<sup>2</sup>

Vendors often publish performance figures. BoomCloud, for example, cites automated renewal rates above 95% and membership churn below 3%.<sup>1</sup> 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](/reference/vendors/all-in-one-platforms) 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](/guides/banking/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](/concepts/payments/membership-and-discount-plans) for the regulatory framework and [Launch a membership plan](/guides/payments/launch-a-membership-plan) for the implementation steps.

## Sources

1. BoomCloud, [dental membership plan software](https://boomcloudapps.com/dental-membership-plan-software/) (vendor-reported renewal and churn figures); The Molar Report, [BoomCloud review](https://www.themolarreport.com/reviews/boomcloud) and [membership plan software overview](https://www.themolarreport.com/learn/dental-membership-plan-software); US Tech Automations, [membership platform roundup, 2026](https://ustechautomations.com/resources/blog/automate-best-dental-membership-platforms-for-in-house-plans-2026).
2. The Kleer–Membersy merger and "Clerri" rebrand is reported by The Molar Report ([membership plan software overview](https://www.themolarreport.com/learn/dental-membership-plan-software)); no primary announcement was located. Verify directly.