Checklist
Review benefits before the visit
For Practice managers and billing leads
Use a date-of-service checklist and record exceptions for follow-up.
Open the checklistDentalXpand Resources
Checklists and connection tools for
dental billing and provider work.
Choose the task you need to complete: check a payer or PMS connection, review benefits, prepare a provider handoff or follow through on a check-in. The lookup tools show directory records and connection status; they do not activate a service for your practice.
Connection lookup tools
Payor Directory
Search payer names and IDs. Check clearinghouse transaction support and enrollment separately. A listed payer does not establish an enabled Xpand workflow.
Find your payorPMS Lookup
Find your practice software and distinguish live connections from systems in development. Reads, payment writes, PDFs and notes depend on your PMS version and enabled workflow.
Check your PMSPayer records come from Stedi, with a daily refresh schedule and the available data date shown in the lookup. PMS status is a separate product-owner record, confirmed October 4 and reviewed October 5, 2026. Read PMS workflow prerequisites.
Checklists, templates and workflow guides
Pick the work in front of you. These public resources are available without a sign-up.
Comparison guide
Clarify an authorization question
For Billing and treatment coordination
Compare eligibility checks, advance approval and predetermination.
Compare the workflowsTemplate and guide
Follow through on a provider check-in
For Provider and practice leaders
Use the five-field check-in and follow-up templates, with feedback privacy guidance.
Use the templatesHandoff checklist
Prepare the recruiting-to-practice handoff
For Recruiting and practice leads
Carry the accepted offer, agreement signatures and first-day responsibilities into the practice.
Open the handoff checklistSetup guide
Compare PMS workflows
For Practice managers and billing leads
Review PMS connections and the work that depends on your practice setup.
Read the PMS guideWorkflow guide
Choose the right insurance output
For Billing teams
Distinguish a benefits breakdown, claim-status report and available official ERA/EOB.
Choose an outputProduct workflow
Review payment posting requirements
For Billing teams
Check connected retrieval, matching and the PMS actions enabled for your practice.
Review payment postingGlossary
ERA, EOB and EFT
For Billing teams
The remittance explains the payment; the transfer moves the money.
Read the payment termsERA, EOB and EFT: understand the source and the funds.
- ERA / electronic remittance advice
Electronic claim-payment information explains what the payer paid and how charges were adjusted. Confirm the payer, enrollment and source connection for the remittance workflow. Eligibility or claim-status access alone does not establish ERA retrieval.
- EOB / explanation of benefits
An EOB explains how benefits and payment were applied, including allowed amounts, adjustments and patient responsibility. Use the available document to review the payment and its supporting details. Confirm which payer documents your setup can retrieve and upload.
- EFT / electronic funds transfer
EFT sends payment instructions through the banking system so funds can reach the practice account. The remittance explains the payment; the transfer moves the money. A downloaded document or completed PMS entry does not confirm bank settlement.
Missing remittances, unsupported sources and unmatched records need review. Confirm any source-specific requirements and non-insurance payment handling during setup. Read the CMS ERA and EFT guidance for the distinction between payment information and funds transfer.
More practical reading
Browse the journal for current billing, provider and practice operations articles.
Browse the articlesNeed help with your setup?
Bring your PMS, payer connections and the task you need to complete to a walkthrough.
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