01
Payer-ID guesswork
Find the right record before the work starts.
Search names and alternate IDs together. Confirm the plan and transaction before your team spends time on the wrong route.
Find → confirm → continueDental insurance payer directory & PMS lookup
Your team shouldn’t be the connection.
That’s Xpand’s job.
Every copied update, repeated login and “who has the answer?” takes time away from patients. Bring supported payer work into a clearer shared workflow—and start by checking the connections your practice needs.
Search first. Confirm the fit. Move forward with a plan.
Your connections. Your work. One Xpand.
▤1,075Dental payer recordsFind your insurance
✓3,375Medical payer recordsSearch by name or ID
At your fingertips↗11+PMS / EHR systemsCheck compatibility
◎75+Workspace featuresPeople · billing · operations
Your practice. Your connections.
Find your PMS & insurance payer.
Less time chasing answers. More time moving your practice forward.
✓ Search by name or payer ID✓ See services at a glance✓ Plan your next step
01 / YOUR STARTING POINT
Choose your PMS / EHRFind the software your team already uses
Select a system to check its connection status and the next step for your practice.
02 / FIND YOUR PAYER
Try a quick search
Explore payer access through Xpand’s clearinghouse network. This directory includes commercial, state and regional payer records across coverage types. For dental insurance, choose “Dental-tagged payers” below, then search the payer’s name or ID. Open a result to see the supported services and any enrollment requirements.
Loading payer directory…
Coverage & connection details
Payer listings show clearinghouse network capabilities. Your exact plan, transaction, provider enrollment and enabled Xpand connection determine availability. A listed payer does not mean every service is active for your practice. Additional clearinghouses will appear here when their directories are connected.
Your payer mix. A clearer way forward.
Show me what fits my practice →Bring your PMS and recurring checks. We will help map the right workflow for your team.
Less overhead. More room to grow.
10 places to take friction out.
And put time back into your practice.
Payer calls. Repeated notes. Another subscription. A handoff that starts over. The cost is not just on an invoice—it is in the hours your team cannot spend on patients and progress.
More time for patients. More room in your budget.Read the detailed savings guide ↗10 opportunities
02
Repeated verification calls
Prepare benefits work in batches.
Use supported eligibility connections to review a patient queue, so routine checks take less attention away from the front desk.
Patient list → supported checks03
Benefits scattered across notes
Give the answer a place to stay.
Keep returned coverage, deductibles and limits in an organized benefits breakdown for the next person who needs them.
Coverage → clear benefits output04
Claims checked without a next step
Put attention where a balance needs action.
Bring returned claim status, follow-up notes and ownership together. Spend less time rediscovering what happened last.
Response → owner → next action05
Chasing the wrong document
Separate claim updates from remittance.
Check ERA enrollment separately from claim-status support. Know which connection to prepare before looking for an official payment document.
Claim status ≠ ERA / EOB06
Too many places to coordinate
Give routine work one shared home.
Connect tasks, messages, meetings and records. Review which separate coordination subscriptions your team may no longer need.
Fewer handoffs between tools07
Access spread across the team
Manage Xpand permissions in one place.
Assign the right practice access and revoke it centrally. Supported payer checks do not need a separate portal login for every teammate.
Assign → work → revoke08
Buying before checking the fit
Plan the connection before the rollout.
Confirm your PMS version, data needs and current availability first. Build your rollout around supported work rather than assumed compatibility.
Your software. A clear setup plan.09
Hiring handoffs that lose context
Carry the decision into the first day.
Keep candidates, offers, agreements and onboarding records connected, so the next owner can continue without rebuilding the story.
Candidate → agreement → first day10
Provider concerns left in an inbox
Give feedback a visible follow-up.
Use configured check-ins and assigned actions to help leaders respond to concerns and support the providers already on your team.
Listen → assign → follow throughSavings depend on your current costs, supported workflows and plan. Recovered staff time creates capacity; cash savings depend on reducing actual spend. Connected services and payer enrollment may still be required.
Make the next conversation about your practice.
Bring your payer mix.
Leave with a clearer plan.
Show us the checks your team repeats, the software you use and where work gets stuck. We will focus your walkthrough on the connections and workflows that fit.
- 01Your PMS, version & practices
- 02Your frequent payers & checks
- 03Your workload, costs & next steps
Make the next step clearer.
From a payer search to the right workflow.
Prepare for patient visits
Use the eligibility filter to find listed checks before exploring benefits-verification workflows.
Explore insurance verification →Focus your claim follow-up
Check claim-status availability separately from ERA enrollment and remittance retrieval.
Explore claims & AR →See the workflow with your PMS
Follow practical examples for Open Dental, Dentrix, Eaglesoft and other systems, from payer checks to team follow-up.
Read the PMS & insurance workflow guide →Payer IDs, coverage and connections—explained.
If my insurance payer is listed here, does DentalXpand support it?
Yes—for the services marked “Supported” on that payer’s record, once the corresponding DentalXpand connection is enabled for your practice. Search by payer name or ID to check eligibility and benefits, claim status, dental claim submission, and ERA/remittance availability individually. Services marked “Enrollment required” become available after the required enrollment and connection setup are complete. EOB files depend on the payer’s document availability; claim-status support alone does not include an official EOB.
How do I find an insurance payer ID?
Search the insurance company name or an ID from your existing billing workflow. Open a result to see its primary payer ID, alternate IDs and other listed names. Confirm the exact plan and transaction before using the ID; the same insurance brand can have multiple payer records.
Does the directory include only dental insurance?
You can search the full insurance directory, or choose “Dental-tagged payers” to focus on dental coverage. Enter a payer name or payer ID, then open its record to see exactly which services are supported and whether enrollment is needed.
Why can eligibility be supported while claim status is not?
Eligibility, claim status, dental claim submission and ERA/remittance are different transactions. Each payer record lists them separately. Select the service your team needs, then review any enrollment requirements.
What does “Enrollment required” mean?
Your provider or practice may need to register for that transaction through the clearinghouse before it can be used. Check the current payer record and confirm enrollment, provider identifiers and your enabled connection during setup.
Can I search Medicaid and regional insurance payers?
Yes. Search by payer name or ID and use the program filter for records classified as Medicaid. State and regional plans may use different records or administrators, so confirm the plan and service rather than relying on the insurance brand alone.
Does selecting a PMS confirm an active DentalXpand integration?
No. The PMS selector shows systems under compatibility review and their current connection status. Our team must confirm your system version, required data and rollout availability. Selecting software does not connect your practice or transfer patient records.
How often is the payer directory updated?
Refresh is scheduled daily. The search displays the date of the available data. If a refresh cannot complete, the last saved directory remains available; use the source record link to confirm current details before relying on a result.