Practice owners
See operational health and priorities without chasing updates across separate tools.
Dental operations, connected
DentalXpand
Run daily work, provider and DSO operations, dental RCM, credentialing, HR, finance, growth, and Xpand AI in one role-based workspace.
- Multi-practice ready
- Role-based access
- Permission-aware AI
One operational system
The operating system behind the dental business.
Work HubTasks, meetings, chat, documents, and support
Provider & DSOProvider login, practices, portals, and DSO scope
Dental RCMVerification, claims, AR, and medical billing
Team & HRAttendance, leaves, loans, hiring, and agreements
Finance & GrowthExpenses, revenue, reports, leads, and outreach
Control & AIRoles, accounts, platform controls, and Xpand AI
90-second product film
See the complete platform move as one system.
Follow daily work, provider and DSO access, dental RCM, credentialing, HR, finance, growth, administration, security, and Xpand AI through one fictional workspace.
See the whole operation
A working system for the work behind every dental visit.
DentalXpand connects the operational layers that usually live in separate tools, spreadsheets, inboxes, and payer portals.
Teams get one place to understand priorities, move cases forward, and keep the right information visible to the right organization, practice, and role.
Built around the people doing the work
One platform for every team behind the practice.
Give each operational role the context it needs without turning the organization into one unrestricted workspace.
Multi-practice leaders
Coordinate work across assigned locations while preserving practice-level visibility.
RCM and verification teams
Move eligibility, claims, AR follow-up, and billing responsibilities through shared queues.
Credentialing coordinators
Keep provider records, documents, payer enrollments, and follow-ups organized.
The complete platform
Nine operating areas, not four isolated tools.
The four product screenshots below are featured views. DentalXpand also runs collaboration, provider access, DSO administration, people operations, finance, growth, security, and automation.
Explore every feature area
Work Hub
Daily execution and communication for every internal team.
- Dashboard
- Tasks
- Meetings
- Team chat
- Notifications
- Documents
Provider & DSO
Separate provider access and multi-practice control.
- Provider login
- Provider dashboard
- DSO workspace
- Practices
- Client tasks
- Portal messaging
Dental RCM
Connected insurance and revenue-cycle workflows.
- VOB / BOB
- Auto Verify
- AR Follow Up
- AR Management
- Auto AR
- Medical Billing OS
Credentialing
Provider data and payer progress for internal and client views.
- Credentialing portal
- Provider data vault
- Client reports
- Payer case progress
- Follow-up history
- Document review
Team & HR
People operations from attendance through recruitment.
- Teams
- Attendance
- Time tracking
- Leave management
- Employee loans
- Recruitment
Finance & Reports
Internal financial visibility and management reporting.
- Expenses
- Revenue
- Operational reports
- Exportable records
- Practice views
- Role-based totals
Marketing & Growth
Lead research, outreach, and pipeline execution.
- Lead generation
- Leads directory
- Cold calling CRM
- Email outreach
- Marketing scraper
- Follow-up queues
Admin & Security
Accounts, roles, organizations, and controlled administration.
- Employees
- User accounts
- Role management
- Data vault
- Platform admin
- Practice access
AI & Automation
Permission-aware assistance and repeatable workflow automation.
- Xpand AI
- VOB Auto-Fill
- Auto AR
- NATO phonetics
- Support Hub
- Scoped source context
Inside DentalXpand
Four featured views from a much larger platform.
These screenshots highlight selected workflows from the complete fictional Demo Workspace shown above.
Operational command center
Know what needs attention before the day gets away from you.
Bring task health, verification volume, AR follow-ups, credentialing progress, and team movement into one role-aware overview.
Guided verification
Move from patient details to a usable benefit summary.
Organize payer matching, eligibility status, deductibles, annual maximums, frequencies, and coverage details in one repeatable flow.
Credentialing workspace
Keep provider files, payer enrollments, and follow-ups moving.
Track profile completeness, document review, enrollment progress, case ownership, effective dates, and client-visible reporting.
Xpand AI
Ask operational questions without losing organization context.
Xpand AI combines permitted workspace context with source visibility so teams can review priorities, cases, and next actions more quickly.
Operational connections
Practical connections for the work between systems.
Availability depends on configured services and account credentials. PMS-ready chart comments fit existing workflows without requiring a direct PMS connection.
Eligibility
Stedi
Payer discovery and eligibility workflowsClaims and ERA
Claim.MD
Claim follow-up, responses, and remittance workflowsPMS-ready output
Chart comments
Formatted for Open Dental, Curve Hero, and Eaglesoft workflowsConnected by design
From daily coordination to business control.
Each department keeps the detail it needs while contributing to one role-aware operating picture.
- 01
Coordinate the day
Connect dashboards, tasks, meetings, team chat, notifications, and documents.
- 02
Run dental RCM
Move verification, billing, claims, AR, and follow-up work through owned queues.
- 03
Serve providers and DSOs
Give providers a focused portal while DSO teams retain practice-level control.
- 04
Manage people
Handle attendance, time, leaves, loans, recruitment, agreements, and notices.
- 05
Track the business
Review expenses, revenue, operational reports, leads, and outreach activity.
- 06
Control and automate
Apply roles, practice scope, platform controls, and permission-aware AI.
Context with boundaries
AI that works inside the user’s permitted workspace.
DentalXpand is structured around organizations, practices, memberships, and roles. Xpand AI follows that operational context instead of treating every connected record as one shared pool.
- Organization scopeKeep tenant workspaces logically separated.
- Practice visibilityLimit operational views to assigned practices.
- Role permissionsUse the current user’s allowed pages and actions.
Trust architecture
Boundaries that scale with the organization.
DentalXpand applies organization, practice, and role context across the workspace instead of relying on one shared data view.
01Tenant-aware context
Keep administration and workspace activity inside the active organization context.
02Practice-scoped access
Limit users to assigned practices and the pages permitted by their role.
03Database policy layer
Use row-level policies for organization and practice-aware data access.
04Auditable administration
Record key administrative changes and support-session activity as audit events.
Common questions
What teams usually ask before a demo.
A direct view of product scope, data boundaries, and external connections.
Ask another questionWhat operational work can DentalXpand manage?
DentalXpand covers daily tasks, meetings, chat, provider and DSO access, dental RCM, credentialing, attendance, leaves, loans, recruitment, expenses, revenue, reporting, growth workflows, administration, and permission-aware AI.
Does DentalXpand replace our practice management system?
No. It is designed to organize the operational work around your practice systems. PMS-ready chart comments support existing workflows without requiring a direct PMS connection.
Can a multi-practice organization control access by location?
Yes. The platform is structured around organizations, memberships, assigned practices, and role permissions so each user can receive a workspace shaped around their responsibilities.
How is Xpand AI kept inside the right workspace?
Xpand AI is designed to use the active organization, allowed practices, role permissions, and permitted workspace context rather than treating every connected record as one shared pool.
Which external services can be configured?
Configured deployments can connect eligibility workflows to Stedi and claim or ERA workflows to Claim.MD. Availability depends on service accounts, credentials, and deployment configuration.
What is the first step for a new organization?
Start with a demo and workflow review so the organization structure, practices, roles, operational priorities, and required connections can be mapped before onboarding.