Intake complete
Collect, classify and review the provider documents required for this payer case. A complete packet is not a submission.
Dental credentialing software
Track each credentialing case through its effective date.
Keep provider documents, submission records and dated follow-up together so the specialist and practice manager can review the same case. Approval and the effective date must be confirmed by the payer.
Software for your team. CAQH attestations, payer submission steps and approval decisions remain with the required external systems. Tracking a case does not authorize billing or guarantee reimbursement.
Illustrative example · synthetic records
Example: a credentialing case is waiting for a document.
! Missing document · action required
- Provider · example
- Provider A
- Missing item
- Malpractice certificate
- Next owner
- Credentialing specialist requests the file
- Submission
- Not yet recorded
- Payer approval
- Not yet confirmed
- Effective date
- Not yet confirmed
What happens after the packet is ready?
Complete payer-required steps in CAQH or the payer’s system. Record submission and dated follow-up in Xpand. Payer approval and the confirmed effective date remain separate records for review.
Case workspace
How does dental credentialing software help your team?
Track a credentialing case from provider intake to the payer-confirmed effective date. DentalXpand keeps documents, payer-case records and dated follow-ups together. Specialists can identify missing files, while practice managers review recorded progress.
Intake and submission handoff
From provider packet to payer-confirmed date
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Collect the packet
Collect the provider details and required documents, then classify each upload so the file can be reused across payer cases.
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Prepare the packet; record submission
Organize the documents for the payer case. Complete payer-required submission steps in CAQH or the payer portal, then keep the submission date, notes and follow-up with the case in Xpand.
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Track follow-ups
Add payer requests and follow-up notes to the case history. Specialists and practice managers can then review the same record before the next follow-up.
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Reach effective date
After the payer confirms approval and the effective date, record both for the practice to review.
Distinct statuses
Track the packet, submission and payer-confirmed effective date separately.
Submission recorded
Record the external submission date, payer reference and next follow-up. Submission is not payer approval.
Effective date confirmed
Record the payer-confirmed approval and effective date separately. The practice reviews its billing readiness under the applicable arrangement.
Ownership and boundaries
Who follows up, and which steps stay with the payer?
Specialist and practice manager
Keep missing files, payer requests, notes, dates and the responsible teammate with the case. Group cases by practice within assigned access.
Systems and decisions outside Xpand
Complete attestations and payer-required steps in CAQH or the payer portal. Payers decide approval and effective dates; your team confirms requirements before billing.
Synthetic case · Illustrative stages
Example: from a missing document to a recorded effective date.
This fictional timeline explains the records and handoffs. It is not a customer case, promised turnaround or automatic submission demonstration.
Missing document
Provider A’s example packet needs a malpractice certificate. The specialist records the missing item and requests the file.
Submission recorded
The specialist completes the payer’s required external steps, then records the submission date and follow-up notes in Xpand.
Payer response
A response asks for additional information. The specialist updates the case history and follows the payer’s instructions.
Effective date recorded
After the payer confirms approval and an effective date, the specialist records that information for the practice.
Scope and setup
Credentialing scope and responsibilities
What does DentalXpand credentialing cover?
Provider packets, document organization, payer enrollment progress, follow-ups and practice-facing status updates—kept together from intake toward effective date.
Does this replace CAQH or payer portals?
No. Xpand helps your team organize the work around submissions and follow-ups. You still complete payer-required steps in the systems those payers require.
Can multi-location groups and DSOs use it?
Yes. Organize cases by practice and assign access so specialists and practice managers see the right scope of work.
How does this connect to recruiting and RCM?
Hiring handoffs feed credentialing; once providers are effective, revenue teams can rely on clearer start timing alongside verification and claims follow-up.
Where do clinical charts and scheduling stay?
In your existing PMS. Xpand focuses on operational workflows such as credentialing, verification and team follow-ups.
See credentialing on Features or discuss your setup with DentalXpand.
See the case
Request a credentialing walkthrough.
Follow a synthetic provider-and-payer case: a missing document, the external submission handoff, a payer response and the recorded effective date. Ask which actions are available to your team and which remain in the payer’s system.
No provider files are needed for the initial request. Discuss document access and any import requirements during the walkthrough.