Overview
This guide provides step-by-step instructions for correctly posting Clerri membership payments in Open Dental. Following this process ensures accurate accounting and proper assignment to office locations.
Important
Always confirm payment amounts directly through the Clerri Portal before posting in Open Dental.
Step 1: Post the Payment
1 Add Payment in Patient Account
- Navigate to the patient's account in Open Dental
- Click "Add Payment"
- Enter the payment amount collected for the membership
- Select the correct payment method: Kleer Payment
Verify Payment Amount
Confirm payment amount directly through Clerri Portal under "Member Payment"
Step 2: Assign the Payment to the Office
2 Assign to Correct Office Location
When posting the payment:
- Make sure the payment is assigned to the correct office location
- The office assigned to the payment must match the office assigned to the membership plan
Critical Rule
Office assignment on payment = Office assignment on membership plan
If these do not match, the payment will not be properly recorded.
Step 3: Complete Clerri Membership Code
3 Add CMembership Code
After posting the payment:
- Add and complete the membership code: CMembership
- Assign this code to the office location as well
- Add the fee to the CMembership code that matches the Kleer payment amount posted
Example
If you posted a payment of $468 for an Adult Plan:
- Payment Amount: $468
- Payment Method: Kleer Payment
- Office: LPFD (La Prada Family Dentistry)
- CMembership Code Fee: $468
- CMembership Code Office: LPFD
Office Codes Reference
Use these office codes when assigning payments and membership codes:
| Office Name | Office Code |
|---|---|
| La Prada Family Dentistry | LPFD |
| Midtown Family Dentistry | MFD |
| Arts Family Dentistry | AFD |
| Riviera Family Dentistry | RFD |
| Casper Family Dentistry | CFD |
Quick Checklist
Before Completing the Process
- ☐ Payment amount verified in Clerri Portal
- ☐ Payment posted with "Kleer Payment" method
- ☐ Payment assigned to correct office location
- ☐ CMembership code added
- ☐ CMembership code fee matches payment amount
- ☐ CMembership code assigned to same office as payment
Common Errors to Avoid
Common Mistakes
- Mismatched office assignments: Payment and CMembership code must be assigned to the same office
- Incorrect payment amount: Always verify in Clerri Portal first
- Wrong payment method: Must select "Kleer Payment"
- Missing CMembership code: This code must be completed after posting payment
Need Help?
If you encounter issues posting Clerri payments:
- Contact your Office Manager
- Verify payment details in the Clerri Portal
- Call Clerri Support at 844-965-5337 (Press 1 for Support)