Dental billing company software

Coordinate supported billing work.
Across your client practices.

Verification, claims follow-up and payment posting software for teams serving multiple practices.

Your billers own the client work. DentalXpand handles eligible routine steps, keeping instructions, benefits reports and claim follow-up together. Check which updates are available through each practice’s existing practice-management system (PMS).

Plan my billing workflow Check your PMS and payer support

We guide setup and training. Tell us how many practices you serve, their PMS versions and your monthly workload. Patient records are not needed.

Keep client context
Automate routine steps
Assign exceptions

Your billing team, connected.Workflow illustration

Client handoff example — fictional practices. This illustrates the context to review, not a live practice switcher or a product screenshot.

Practice A · benefits reviewOwner: verification billerNext action: clarify an incomplete response

Practice B · remittance reviewOwner: posting billerNext action: check payment separately from PDF upload

Insurance verification

Review patient eligibility from one worklist.

01
Choose an appointment date
Once Autopilot is set up, eligible scheduled appointments start insurance checks in the background. Billers can also choose an appointment date and run a batch.
02
Prepare benefits and reports
Turn payer responses into structured benefits summaries and branded downloadable verification PDFs.
03
Update your existing PMS
Automatically write supported provider notes and upload benefits PDFs to your existing PMS through the client-confirmed connection.
04
See what needs attention
Review completion notices and exceptions before the appointment.

Review returned benefits and resolve incomplete checks before the appointment.

Before enabling a client workflow, check its payer, PMS version and connection. Those determine which records DentalXpand can read, update or upload.

Insurance verification automation
for your client practices.

Connected verification. Once set up, Autopilot checks eligible appointments in the background; a biller can also run a batch. Review coverage, service limits and missing information before the appointment.

Uploaded documents. Upload an existing verification of benefits (VOB) PDF to fill a benefits form and prepare the report. This route uses the uploaded document, whereas connected verification requests information from a payer.

Explore payer support and PMS options

The work follows the patientConnected workflow

01
Select the client. Choose the date.
Let scheduled appointments trigger eligible checks on Autopilot, or choose a date and start a batch yourself.
02
Bring the benefits into one form.
Turn payer responses into structured benefits summaries and downloadable verification PDFs.
03
Prepare the report and supported PMS updates.
Automatically write supported provider notes, update available benefits fields and upload the verification PDF through the client-confirmed PMS connection.
04
See completed checks and assign the exceptions.
Follow batch progress and completion notifications. Give unresolved checks an owner and next action.

Returned information varies by payer. Review benefits and service limitations before relying on a response.

Connected insurance sources & client PMS actions

Automatic remittance and payment posting.
Keep claims and exceptions moving.

Downloading a remittance is only one step. DentalXpand retrieves available ERA/EOBs from connected insurance sources, matches them to patient and claim records, and carries out the payment, PDF and note actions enabled for that client. A biller handles unmatched records and incomplete actions. Confirm the remittance source and any required review or approval during setup.

Payment outcome

Matched payments in the client’s PMS.

Match retrieved remittance data to the patient, claim and service lines, then apply supported payment entries. Check the payment result separately from document or note completion.

Document & note outcomes

Remittance PDFs and notes in the client’s PMS.

Through the client’s connection, DentalXpand can upload available ERA/EOB PDFs and add enabled notes or comments. A PDF in the PMS does not prove the payment completed; check that entry separately.

Explore the payment-posting workflow →

Follow through

Dental claims follow-up, with a clear next step.

Use Autopilot for eligible claim-status follow-up and keep payer updates, AR ownership and next actions together. DentalXpand automatically submits secondary claims through supported, configured connections; primary claim submission remains in your existing workflow. Confirm the enabled route, payer enrollment and returned submission outcome for each client.

Explore dental claims and AR follow-up

Retrieval depends on the connected insurance source and available remittances. Payment, PDF and note actions depend on the client’s PMS version, permissions and enabled connection. For a practical review reference, see the ADA guide to reading EOB statements.

For teams serving multiple client practices

Keep each client’s instructions
and PMS setup with the work.

Two client practices can use different PMS versions and follow different procedures. Keep their instructions and assigned biller with the work, so a handoff does not lose the client context.

Keep client instructions with the work.

Keep practice-specific instructions beside the patient or claim worklist. A teammate can continue the follow-up with the client context in view.

Explore team workflows →

Set the workflow by practice.

Each client’s PMS version, permissions and connection determine which payment, PDF and note actions can run. Practice-specific schedules keep eligible follow-up tied to that client’s work.

Check PMS action scope →

Give exceptions a named owner.

Keep unmatched records, missing information and the next action with the client’s work. Assign the follow-up to a biller with the appropriate practice access.

Explore access and administration →

Confirm each practice before rollout

One client connection at a time.

Record the PMS name and version, payer enrollment, permitted actions and exception owner for each client. Different practices can have different payment, document, note and benefits-field support.

Setup boundary: live reads and writebacks depend on the PMS version, supported action, permissions and configured connection. Primary claims stay in your existing workflow; supported secondary claims can submit automatically after setup. Confirm the enabled route, required enrollment and submission outcome.

Review payer and PMS action scope →

Put your own workload into the picture

Billing team capacity calculator
Plan time for more client work.

Enter your monthly patient volume and the minutes each verification takes. Include the review work that would remain in the proposed workflow.

This is a planning estimate, not measured performance or a savings promise. Compare it with subscription, connection and usage costs.

Editable example assumptions. The starting values below illustrate the calculation; the proposed two minutes per patient is an assumption, not measured DentalXpand performance. Replace each value with your own workload and review time.

Patients verified per month Current minutes per patient Minutes with your proposed workflow Team cost per hour (USD)

133.3hours per month potentially freed

$3,333staff capacity value; not cash saved

Example: 1,000 patients × (10 − 2 minutes) ÷ 60 × $25/hour. Time value is not cash savings or a recommendation to reduce staff.

Optional: model actual spending and rollout costs

Enter costs you would actually remove and new costs you would actually pay. Leave recovered staff time out of this ledger unless a paid expense changes. Values are hypothetical USD per month, not a Xpand quote.

Spending actually removed per month (USD) New subscription and usage per month (USD) One-time rollout costs (USD) Months over which to compare rollout costs

Rollout costs can include internal training time, any quoted setup or connection fees, and transition work. Confirm fees in your written proposal; this model does not establish that a fee applies.

$0monthly net spending change; positive = less spending

$0monthly allocation of one-time rollout cost

Actual spending removed − new recurring costs − one-time rollout costs ÷ comparison months. Recovered capacity is separate.

Onboarding and plans

Pilot one client. Review the work. Expand deliberately.

Confirm fit: bring practice count, PMS/version names and workload; no patient records are needed.
Connect and train: our team guides setup and training. Data is ready within 24 hours after the PMS connection, not within 24 hours of a demo request.
Review outcomes: compare completed work, incomplete responses and biller review time before enabling the next client.

Plan scope: Standard plans include unlimited payment posting with no extra posting fee. Custom arrangements follow the written agreement. Compare subscription and applicable connection or usage costs; trial allowances and any setup fees must be confirmed in your proposal.

Trial start, eligibility, included usage and any setup charges are confirmed in your written quote before access is provisioned.

Our team handles setup. After your PMS is connected, data is ready within 24 hours. Enabled workflows, versions and actions are confirmed for your practice.

Compare plans and confirm costs →

Workflow previews to discuss in your demo

See benefits, claims and team work
in the same workspace.

Open these sample views at full size before your demo. Inspect the benefits detail, outstanding claims and team priorities, and bring your questions to the walkthrough.

Dental billing company software showing a sample patient's insurance benefits, deductible and service coverage — Review the benefits that matter.
See coverage and returned service details in a consistent working view. Identify the questions your billing specialist should resolve before the appointment.

Xpand claims and accounts receivable worklist with sample payer statuses and outstanding balances — Find the claims that need attention.
Review claim status and aging in one worklist. Give unresolved claims an owner and keep the client’s instructions close at hand.

DentalXpand operations dashboard illustrating team priorities, practice activity and reporting — Keep the wider workload in view.
Connect team priorities with daily practice work. Help leaders spot where support is needed without asking every person for another update.

Illustrative previews use fictional records. Available views and actions depend on your plan, permissions and configured connections.

Optional workspace tools beyond billing

Optional calling, email and team tools

Review calling, email and meetings
alongside your billing work.

Billing work also brings calls, email and internal follow-up. Staff can use the wider workspace for those tasks, meetings and team coordination. Hiring and retention tools are optional; candidate sourcing remains in development.

Calling

Calling from your company number.

Bring supported Twilio or Vonage calling into the workspace so staff can make and receive work calls without a separate number for every person. Size concurrent calling capacity around your actual team.

Company email

Email accounts on your company domain.

Connect your company domain and assign supported email accounts to your users. Keep client communication close to the work, and review which separate email services your team still needs.

Meetings & chat

Meetings, chat and assigned follow-up.

Use built-in meetings and team chat to coordinate remote and onsite staff. Assign the follow-up as a task so decisions have an owner.

Practice access

One practice connection. The right access for each person.

Give authorized teammates access to the clients and workflows they need through the configured practice connection. Each person uses their own account, with access set for their responsibilities.

Confirm calling channels and usage, email/domain setup, plan limits and client PMS licensing. Connected services can carry separate charges.

Before you add another client

Dental billing company software FAQs.
Questions billing company owners ask.

Before adding another client, decide which work the software will handle, what each practice’s connection allows and what the written proposal will cost.

Compare plans for your team

Can we take on more clients without hiring at the same pace?

Measure the time spent on routine verification, status checks and remittances, including the billers’ exception review. Use that workload to estimate capacity. Automation does not guarantee fewer hires or a particular number of completed cases.

What work can DentalXpand take off our team’s plate?

Once the client workflow is set up, Autopilot checks eligible appointments and follows up claim status in the background. DentalXpand also retrieves available ERA/EOBs and completes matching and enabled PMS payment, PDF and note actions. Secondary claims submit automatically where the client connection supports them. Billers resolve exceptions and make client decisions. Confirm remittance access, enabled actions, any required review or approval, and the secondary-submission route for each client.

Is DentalXpand software or an outsourced billing service?

DentalXpand is a SaaS platform with guided setup and training. Your billing team continues to own client work, review exceptions and make billing decisions. The software automates supported steps; it does not supply an outsourced billing team.

Can clients use different PMS versions and workflows?

Yes. Check each practice’s PMS name, version, permissions and connection before enabling automation. Payments, documents, notes and benefits fields may have different requirements. Billers still need direct access to practice systems for work the connection does not cover.

Does DentalXpand submit primary and secondary claims?

DentalXpand automatically submits secondary claims through supported, configured connections. Primary claim submission stays in your existing workflow. Confirm secondary-claim support, the enabled production route, required enrollment and returned submission outcomes for each client’s connection during setup.

How should we compare the cost with hiring more remote billers?

Unlimited payment posting is included in the standard plan, with no extra posting charge. Read the written proposal for the subscription and any setup, connection or usage costs that apply, including verification and claim-status services. Then compare that total, along with the time your staff will still spend reviewing work, against the cost of additional remote billers.

Where do we start?

Start with one client workflow that slows your team down. Send the PMS name and version, practice count and approximate monthly workload with your demo request. Our team handles setup and training. Data is ready within 24 hours after the client’s PMS is connected. Use synthetic records in the walkthrough; no patient records are needed to start.

Choose the operating model

Which billing approach fits your team?

Compare the options by the work they cover and who handles follow-up. DentalXpand publishes this guide; it is not an independent vendor ranking.

Native PMS tools

Start here when one practice system already handles the required task. Confirm included features, staff effort and whether your multi-location reporting needs are covered.

Verification / clearinghouse tools

Consider these when access to a specific payor transaction is the main gap. Confirm enrollment, returned fields, document handling and what still needs manual PMS entry.

RCM automation software

Consider DentalXpand when your team retains billing ownership and wants Autopilot verification, claim follow-up, automatic secondary claims and supported payment posting connected across client practices. Confirm the PMS notes, uploads and payment actions available for each client connection. Confirm any required review or approval and the secondary-submission route during setup.

Outsourced billing services

Consider a service team when you need people to own billing work, calls or follow-through. Clarify contractual responsibilities, review quality, fees and how results enter the PMS.

When Xpand may not be the right fit: your required PMS action is unavailable, your team needs a staffed billing service rather than software, or your current tools already meet the need at a lower total cost.

Compare the subscription, any applicable setup, connection or usage charges, and staff review time together. Ask for a matched pilot using your real workflow before deciding.

Plan your billing-team demo

Follow one routine result and one exception across client practices.

Ask for a private walkthrough with synthetic records for two client practices using different workflows. Follow a routine result and an exception, checking who owns the work. No patient records are needed.

Watch the connected workflow. Follow available ERA/EOB retrieval, matching and the enabled PMS payment, PDF and note actions.
Follow the exception. For example, consider a completed PDF upload with an incomplete payment action. Identify the client, responsible biller and next step; the PDF alone does not prove payment completion.
Compare the full cost. Compare the subscription, any applicable setup, connection or usage charges, and staff review time alongside the included unlimited payment posting.

PMS/version names, practice count and approximate workload are enough for the initial request. No patient records needed.

Plan my billing workflow

Coordinate supported billing work.
Across your client practices.

Review patient eligibility from one worklist.

Assign unresolved claims to the right biller.

From connected ERA/EOBs to the client’s PMS.

On this page

Insurance verification automation
for your client practices.

Select the client. Choose the date.

Bring the benefits into one form.

Prepare the report and supported PMS updates.

See completed checks and assign the exceptions.