Automate recurring checks.
Review the exceptions.

Repeated checks and copying still take staff time, even when the biller’s decision stays the same. Dental workflow automation can free some of that time for patients and unresolved records. It becomes a cash saving only if you reduce actual spending, such as overtime, outside services or subscriptions. Use the savings calculator to compare your workload and staff costs with the plan and connected-service costs.

Choose a frequent task you can measure, such as eligibility checks or claim-status follow-up. Confirm the required input, connection and expected result, and name the person handling exceptions. Add another task after reviewing how the first one works.

Yes. Once verification automation is set up, scheduling a patient in a supported connected PMS starts the check and the benefit-field, PDF and note actions enabled for that practice. For an uploaded list, staff can start Verify All in the Auto Verify queue. Xpand AI can also start supported checks for one patient or tomorrow’s patients. Claim-status checks use a separate loaded worklist in Auto AR. Required identifiers, payer support, enrollment and plan allowances still apply. Confirm the available actions for your PMS version before rollout.

Xpand is software your staff uses; DentalXpand handles setup and training. It can carry out repeat checks and prepare results, but billers still review missing benefits and denied or unresolved claims. Recruiters make hiring decisions, and leaders decide how to address provider concerns. Automation gives them less routine work to do around those decisions.

Search the payer directory by name or payer ID and review the services and enrollment requirements. Select your PMS, then confirm its version, required records and connection availability with our team. Clinical charting and scheduling remain in your existing PMS.

Keep that record in the follow-up queue. Review the returned reason or missing field and assign the next action to the right person. An automated check is not a guarantee of complete benefits, a successful appeal or payment.

A claim-status check returns a status and payer message, with a PDF that organizes the response. It does not replace an official carrier EOB. To retrieve official ERA data or payer EOB files, you need the separate supported remittance connection, any required enrollment and an available matching file. Xpand shows the outputs separately so a biller can tell which document is available.

Xpand supports organization and assigned-practice workflows. Give staff the practices and pages their role requires, and keep owners and next steps visible. Automatic PMS collection, cross-practice batch launches and refresh timing must be confirmed for the supported connection before rollout.

Our team assists with setup and onboarding. Training frequency, format and support ownership are confirmed in your written quote. Support is available Monday–Friday, 8:00 AM–6:00 PM Eastern Time. Bring your practice details, priority workflow and access requirements.

Yes. Choose the workflow and plan capacity you need now, confirm setup and train the responsible team. Review results and exceptions before adding more workspaces or practices. Plan allowances, additional services and any capacity charges should be included in your cost comparison.