| Plan design flexibility | Custom plan consultation, design and pricing are publicly offeredSource: Clerri plan design ↗ | Custom plan configuration; confirm the selected plan and onboarding scope in writing |
| Practice brand and plan control | Supports practice branding and custom plans; confirm agreement terms and export rightsSource: Clerri custom plans ↗ | Practice-branded plans; confirm agreement terms, exports and payment-transfer requirements |
| Growth and team support | Account management, campaigns, training, proactive guidance and performance monitoring vary by optionSource: Clerri growth services ↗ | Plan management and reporting are available; a Dedicated Success Rep and Patient Marketplace are Pro benefitsSource: BoomCloud pricing → |
| Groups and multiple locations | Group support, multi-location reporting and retention analytics are publicly describedSource: Clerri group capabilities ↗ | Multi-location uses a custom annual agreement with volume pricing; confirm included reporting and supportSource: BoomCloud pricing → |
| Total fee economics | No universal current administration rate was verified; request the selected option, fees and agreement terms in writingSource: Clerri service options ↗ | Basic is $197/location/month flat; Pro is $397/location/month flat — per-member fees and 2.9% + $0.30 card processing are built into member dues, never billed to the practiceSource: BoomCloud pricing → |
| Selected plan scope | List the exact subscription or service option, included implementation, support, campaigns and reporting | List Basic, Pro or custom multi-location scope; Dedicated Success Rep and Patient Marketplace are Pro benefits |
| Actual operating workflow | Walk through plan setup, invitations, enrollment, billing, reporting, retention work and team responsibilities | Walk through the same steps in BoomCloud and identify what the practice team still owns |
| All-in fee comparison | Get every practice- and patient-paid fee, processing charge, agreement term and optional service in writing | Include location, active-member and processing fees; do not treat platform/member math as an all-in total |
| Proof to request | Ask for evidence relevant to your practice size, location count and planned workflow | Review published customer examples as context, not independent audits, head-to-head results or guarantees |
| Contract, data and transition | Review agreement length, exports, renewal dates, stored-payment requirements and transition responsibilities | Review the same items before scheduling a move; portability and uninterrupted billing are not assumed |