Self-service
Public career applications
Candidates submit an application through a practice's career form; the recruiting team reviews it in the workspace.
Explore recruitingConnected steps. A lighter workload.
Dental workflow automation.
Keep the next step moving.
From a new application to a provider check-in or payer response, bring repeat steps into view. Your team stays in control of reviews and decisions.
How these workflows start
- Self-service
- A candidate starts the application.
- Scheduled
- Runs when configured and due.
- One-click
- A person reviews and starts the action.
- Assisted
- The tool prepares information for review.
- Connected
- Records carry the next step forward.
01 / BUILD YOUR TEAM
Keep your next hire moving.
From the first application to an onboarding handoff, give every candidate a clear next step.
Assisted
NPPES provider lookup
Search by NPI or name, review the public registry match, then fill candidate details. NPPES is a registry reference, not identity verification.
Explore recruitingConnected
Candidate pipeline handoff
Move an application through interview, offer, agreement and onboarding with connected records and visible next actions.
Explore recruitingOne-click
Interview invitations
Create a private invitation from a saved interview and send candidate email when the organization's mail service is configured.
Explore recruitingOne-click
Offer updates and reminders
Review the candidate, saved offer terms and message before sending a version-aware update or reminder.
Explore recruitingOne-click
Agreement signature workflow
Prepare and review an agreement before sending it through a configured signature service; track its status in the record.
Explore recruiting02 / SUPPORT YOUR PROVIDERS
Make every check-in count.
Stay connected after joining. Bring provider feedback, concerns and follow-up into one view.
Scheduled
Provider experience checkpoints
After a confirmed start date, schedule private surveys at two weeks, one, three, six and twelve months when survey email is enabled.
Explore provider experienceOne-click
Manual provider surveys
Authorized leaders can send a private survey link for a provider outside the scheduled checkpoints.
Explore provider experienceOne-click
Candidate decline feedback
Request structured feedback after an application is declined or withdrawn, with one invitation per application cycle.
Explore provider experienceConnected
Survey concern follow-up
Responses that need attention connect to a visible case and authorized leadership follow-up.
Explore provider experienceTHE EXPERIENCE, MADE SIMPLE
One check-in. A clear next step.
Invite feedback, review what the provider shared, and give any concern a named owner. The response stays connected to the provider record.
See the retention serviceThe follow-up has a home.
03 / LIGHTEN THE REPEAT WORK
Your worklist in. Organized answers out.
Connect verification, claims-status checks and benefit reports so your team can focus on the next action.
Choose the output your team actually needs.
Breakdown of benefits
Built from returned eligibility and benefit details for the patient and service date. Missing payer information remains a follow-up item.
Claim-status report
Generated from a status response to help your biller organize the next action. A status PDF is not an official carrier EOB.
Official ERA / EOB
Retrieved when a matching payer remittance file is available through the configured Claim.MD workflow. One ERA can contain multiple claims.
Assisted
Insurance verification
Bring payer eligibility and benefit details into a structured review workflow when the external service is configured.
Explore the workflowAssisted
Auto AR claim checks
Run claim-status checks from an imported worklist, review payer responses and export results or PDFs.
Explore the workflowAssisted
VOB Auto-Fill
Turn reviewed benefit information into a structured breakdown for staff to check before use.
Explore the workflowMake the next step easier
More time for the work that needs you.
Choose the workflow taking up your team's time. We will walk through the setup, the handoffs and how it can fit your organization.*
Multi-practice operations
One worklist.
A wider view of your practices.
Centralized API · planned
Keep growing without losing the operating picture. Xpand already supports organization and assigned-practice workflows. Our next integration step is to bring supported practice-system data into that shared view.
API vendor selection and connector development are pending. Confirm availability with us before choosing a plan for automated PMS synchronization.
Current batch workflow
Upload a queue. Start the batch. Work through returned results. Auto Verify and Auto AR already offer bulk actions for their loaded lists, with valid identifiers, configured payer access and available plan usage.
- 01
Connect approved practices
Authorize each system and location. Bring in supported records with their original practice and provider identity.
- 02
Choose the group worklist
Select accessible practices, patients or claims. Check required details and included usage before starting a run.
- 03
Start one coordinated run
The planned group action will queue supported eligibility checks or claim-status follow-ups across those selected practices.
- 04
See results and exceptions
Bring responses, report actions and available payment information together. Keep missing data and failed checks visible.
This group-wide flow is planned; automated PMS collection and cross-practice launching are not enabled by the existing CSV batch buttons. Processing follows payer availability, API limits and your plan. No fixed completion time or all-payer coverage is promised.
Tell us which systems and versions your practices use. We will confirm available records, location access, setup and refresh expectations before activating a connection.
Discuss your practice systemsCommon questions
Questions about DentalXpand
Clear answers about product scope, workflows and setup.
What dental workflows can be automated?
Configured workflows can schedule provider check-ins and support eligibility and revenue work. Some steps prepare information for staff review.
Does DentalXpand automatically hire dentists?
No. It helps track recruiting stages and follow-up; hiring decisions remain with the organization.
Can dental insurance checks run automatically?
Eligibility requests can use a configured payer connection. Staff should review returned benefits and resolve incomplete details.
Does it automatically appeal denied claims?
DentalXpand can organize claims and AR work, but does not promise autonomous appeals or guarantee reimbursement.
Which tasks need human review?
Payer responses, candidate decisions, provider feedback and financial actions may need review by authorized staff.
Do integrations need setup?
Yes. Email, eligibility and other external workflows depend on connected services, valid accounts and configuration.
Can a DSO coordinate workflows across locations?
Organization and practice assignments let teams coordinate work across practices they are authorized to access.
How can we choose suitable automations?
A demo can map your current process to scheduled, staff-started and review-assisted workflows and identify setup needs.
Can one click verify every patient across every practice?
Today, Verify All starts the uploaded Auto Verify queue; Auto AR has a bulk claim-status action for its loaded rows. Automatically collecting records from connected practice systems and launching a group-wide run is planned. Correct provider identities, practice access, payer support and plan allowances still apply.
Does a claim-status check download an official ERA or EOB?
A 276/277 claim-status response and its generated PDF are status reports. Official 835 ERA data or an available payer EOB needs the separate supported remittance workflow, enrollment and a matching file. Stedi directory ERA counts do not mean that Xpand has activated a Stedi ERA retrieval feature.