See the day across offices.
The planned connection will bring supported appointment changes and cancellation statuses into a practice-aware view, helping teams prepare the next patient list.
Explore DentalXpand
Dental practice operations software for providers, revenue and teams. Keep the whole practice in view.
Choose the work your team needs today—from provider hiring to revenue follow-up. Add more connected workspaces as your organization grows.
For single practices, DSOs and dental operations teams.
The complete platform
One clear starting point. Room for the rest of the business.
Begin with the workflow that matters most. As more teams join, Xpand keeps their pages, permissions and practice context connected without giving everyone the same view.
01Role-aware
Pages follow the responsibilities of the current user.
02Practice-aware
DSO and billing teams can work across assigned practices.
03Provider-ready
External users receive a focused portal instead of the internal workspace.
01 Work Hub
Plan, discuss, and complete the daily work.
A shared execution layer for employees, operators, and managers without moving every conversation into a separate tool.
HOW THIS WORK CONNECTSKeep the next action visible.
- 01Plan work
- 02Assign an owner
- 03Share an update
Tasks
Meetings
Messages
- Role-based dashboardShow operational health and priorities for the current user.
- Task managementAssign owners, due dates, status, steps, discussion, and documents.
- MeetingsSchedule meetings, invite participants, join calls, and share meeting links.
- Team chatKeep direct and team messages available across the workspace.
- NotificationsSurface meeting, task, reminder, and assignment activity.
- DocumentsKeep operational files close to the work that uses them.
- My ProfileGive each user a focused view of their own account and profile.
- Support HubOpen support, employee chat, and assistant tools without leaving the page.
Turn a meeting decision into completed work
- Input: a decision, the assigned practice and a task owner.
- Record the due date, steps and supporting files; use the task discussion for updates.
- Output: a task with its current status, completion detail and a traceable next action.
- Who works here
- Employees and team managers
- What your team gets
- Task ownership and progress that the next teammate can use.
02 Provider & DSO
Connect the hire, the agreement and the practice.
Follow a provider from an open role to the first day and beyond. Keep recruiting decisions, agreement progress and practice assignments connected as your dental group grows.
HOW THIS WORK CONNECTSFollow the provider journey.
- 01Open a role
- 02Move a candidate
- 03Support the start
Recruiting
Agreements
Retention
- Single-practice workspaceOperate one practice with its own users, roles, and records.
- DSO workspaceCoordinate multiple practices from one organization-aware platform.
- Recruitment command centerSee openings, applications, interviews, offers, agreements, owners and due follow-ups in one view.
- Candidate-to-onboarding flowCarry the candidate from application and interview to offer, agreement and confirmed start, with the next owner visible.
- Provider agreementsPrepare the agreement, track each required signature and keep completed documents with the provider record.
- NPPES lookupReview a public registry match before filling provider details; identity verification remains a separate step.
- Provider experience checkpointsSchedule private check-ins after joining and record follow-up on concerns when email is configured.
- Practice-scoped team accessAssign staff to their organization’s active practices and change access as responsibilities change.
- Billing-company workspaceOrganize clients and practices under a billing operation.
- Provider loginCreate a focused external login with provider-specific navigation.
- Provider dashboardShow assigned credentialing, AR, tasks, chat, and notifications.
- Practice assignmentsShape visibility around the practices assigned to each user.
- Providers and clientsManage provider or client records and controlled login access.
- Client agreementsPrepare and manage agreements connected to client relationships.
Follow a provider from offer to first day
- Review the candidate and offer with the hiring team.
- Prepare the provider agreement and track signatures from all required parties.
- Keep the completed documents and confirmed start connected to the provider and practice.
- Who works here
- Recruiting and practice leadership
- What your team gets
- An agreement record, signature progress and a clear onboarding handoff.
Connected operations
Work, people, providers, practices, and finance in one operating view.
- Internal teamsTasks, meetings, chat, attendance, leaves, loans, and reporting.
- Providers and clientsFocused portal access to assigned operational work.
- DSO leadershipOrganization-wide visibility with practice-aware access.
03 Dental RCM
From patient lists to benefits, claim status and next actions.
Give each stage of revenue work a clear place: check coverage before the visit, follow claim status afterward and work the outstanding balances with an owner and next action.
HOW THIS WORK CONNECTSGive revenue work a next step.
- 01Verify
- 02Review
- 03Follow up
Benefits
Claims
AR
- Client instructionsKeep practice-specific operating instructions available to the team.
- VOB / breakdown of benefitsKeep returned coverage, maximums, remaining benefits, deductibles and service limits in an organized benefits record.
- Auto VerifyUpload a patient list, confirm payer matching, run checks and save benefits reports from returned payer details.
- AR Follow UpKeep each claim search, payer response, remark and follow-up action together so the next teammate has context.
- AR ManagementSort outstanding work by aging, status and responsibility. Review balances and decide which claim needs attention next.
- Auto ARRun a claim worklist through configured status checks and generate claim-status PDF reports for the returned results.
- VOB Auto-FillPrepare structured benefit fields and chart comments so staff can check and use the details in their workflow.
- ERA / EOB retrievalRetrieve available official remittance files through the configured Claim.MD workflow. Carrier documents are separate from generated status reports.
- Medical Billing OSConnect patient, claim and remittance work in its dedicated view, including available payer-file actions.
See which output belongs to each workflow
- Patient list → returned eligibility and a breakdown-of-benefits report.
- Claim worklist → returned status, a generated status report and follow-up actions.
- Available carrier remittance → an official ERA/EOB through the configured Claim.MD workflow.
- Who works here
- Front-office and revenue-cycle teams
- What your team gets
- Benefits and status reports for your working records; official payer files where available.
04 Credentialing
Organize provider data and every payer case.
Bring provider documents, payer application progress and follow-up dates into one case history. Give the credentialing team the working detail and the client a focused progress view.
HOW THIS WORK CONNECTSSee each payer case move.
- 01Collect data
- 02Track the case
- 03Follow up
Provider record
Payer status
Evidence
- My Credentialing PortalGive providers and clients a focused view of assigned progress.
- Provider DataCollect profile fields, practice assignments and supporting files so the team can identify what is still needed.
- Client Credentialing ReportShow each payer’s recorded status and dates in a focused client-facing progress report.
- Payer enrollment trackingRecord application progress, status dates, payer-confirmed effective dates and the next follow-up.
- Internal follow-upKeep case ownership, notes and call history together so the next follow-up has context.
- Document reviewReview the provider’s submitted files against the case requirements before moving the application forward.
- Portal credentialsManage payer-portal access rows inside the credentialing case.
- Progress historyMaintain a dated record of case movement and comments.
Follow one provider through a payer case
- Collect the provider profile and supporting documents; identify missing items.
- Record payer application progress, the responsible team and the next follow-up.
- Update the case when the payer responds, including an effective date when confirmed.
- Who works here
- Credentialing team
- What your team gets
- A dated case history and client progress report. Enrollment decisions remain with the payer.
Specialist depth
Detailed workspaces for revenue and provider operations.
The shared platform does not flatten the claim, benefit, or payer detail each specialist team needs.
05 Team & HR
Manage the people behind the operation.
Connect teams, time, leave, employee support, hiring, agreements, and notices to the same role-aware workspace.
HOW THIS WORK CONNECTSKeep people work connected.
- 01Invite
- 02Assign
- 03Support
Team
Time & leave
Notices
- TeamsOrganize reporting relationships, departments, and team membership.
- AttendanceReview employee attendance and daily work records.
- Time trackingRun task timers and review work-diary evidence where enabled.
- Leave managementSubmit, review, approve, and track employee leave requests.
- Employee supportGive team members a clear path to request help and track a response.
- Employee directoryFind employees and the teams or departments they belong to.
- RecruitmentManage openings, applications, interviews, offers and onboarding from connected records.
- Agreements and noticesPrepare employee agreements and publish internal notices.
Follow a leave request through review
- Input: dates, reason and the configured reviewer or approval route.
- The authorized reviewer records a recommendation or decision; the employee can follow the request status.
- Output: the decision and comments remain with the request. The manager separately checks attendance and coverage.
- Who works here
- Employees, assigned reviewers and authorized HR staff
- What your team gets
- A review history; access follows role and workspace permissions.
06 Finance & Reports
Keep internal business movement visible.
Give authorized administrators a dedicated place for expenses, revenue, and management reporting.
HOW THIS WORK CONNECTSTurn records into a clear review.
- 01Record
- 02Review
- 03Report
Expenses
Revenue
Reports
- Expense managementRecord, organize, and review operating expenses.
- Revenue managementTrack internal revenue records and business movement.
- Management reportsReview reporting views available to authorized finance roles.
- Practice contextKeep relevant reporting aligned with the active organization and practice.
- Role-based visibilityLimit finance pages to the roles allowed to use them.
- Exportable outputsCreate usable outputs from supported operational records and reports.
Know what a reported amount represents
- Input: dated revenue or expense records and their available organization or practice context.
- Filter the supported report for the period and inspect the source records behind the totals.
- Output: a management view and supported CSV/PDF exports for further review.
- Who works here
- Authorized finance and management roles
- What your team gets
- Recorded business totals; these are not automatically reconciled bank deposits or a guarantee of recovered AR.
07 Marketing & Growth
Move from lead research to owned outreach.
Keep lead discovery, calling, email activity, and pipeline follow-up inside a dedicated growth workspace.
HOW THIS WORK CONNECTSKeep outreach moving.
- 01Research
- 02Contact
- 03Follow up
Leads
Calls
Pipeline
- Lead generationResearch and collect prospect opportunities for the growth team.
- Leads directoryKeep discovered leads in a searchable working directory.
- Cold Calling CRMManage calls, outcomes, ownership, and next actions.
- Email outreachCoordinate Gmail-based outreach where the connection is configured.
- Marketing scraperSupport configured lead-research and data-collection workflows.
- Follow-up queuesKeep sales and outreach responsibility visible to the right team.
Research first. Decide the next outreach step.
- Input: a lead source, contact information and an assigned follow-up owner.
- Review the lead and proposed message or calling action. Email outreach requires the configured account connection.
- Output: the recorded outcome, notes and the next follow-up in the working queue.
- Who works here
- Authorized growth and outreach teams
- What your team gets
- Owned outreach work; finding a contact does not automatically authorize or send a campaign.
08 Admin & Security
Control who can see and operate each part of the platform.
Manage employees, accounts, roles, practices, organization settings, and platform-level administration through explicit access boundaries.
HOW THIS WORK CONNECTSGive the right person the right view.
- 01Set a role
- 02Assign a practice
- 03Review access
Accounts
Permissions
Settings
- Employee administrationManage internal employee records and account relationships.
- User accountsCreate and maintain user access inside the organization.
- Role managementShape page and action permissions around responsibilities.
- Practice administrationManage the practices or clients inside the organization.
- Data Intelligence VaultKeep authorized administrative data in a dedicated workspace.
- Platform administrationProvision and manage DentalXpand SaaS organizations at platform scope.
- Tenant boundariesKeep organization context attached to access and data operations.
- SettingsConfigure the workspace options available to the current role.
Give a teammate a focused workspace
- Input: the organization, active practices and the responsibilities of the new teammate.
- Assign the permitted pages and actions; review the resulting scope before the person begins work.
- Output: access aligned with assigned responsibilities, updated when the person changes role.
- Who works here
- Organization administrators
- What your team gets
- An organization-scoped account. DentalXpand platform administration is separate from customer administration.
Control before assistance
Set the workspace boundary before AI uses its context.
Xpand AI can explain workflows and prepare drafts from configured, permitted context. Verification and claim checks run in their dedicated worklists. The website conversation preview does not represent an enabled chat-to-payer integration.
09 AI & Automation
Turn a question into a useful next step.
Use configured Xpand AI to help explain workflows and draft next steps from the context available to your role. Inspect the answer and its source categories before putting it to work.
HOW THIS WORK CONNECTSKeep assistance in context.
- 01Ask
- 02Check sources
- 03Review the answer
Workspace
Visible sources
Human review
- Xpand AIAsk for workflow explanations, checklists and follow-up drafts using the context your account is permitted to access.
- Source visibilityReview the context categories used for an answer and check the relevant record when a detail matters.
- VOB Auto-FillProduce structured benefit content for reviewable workflows.
- Auto ARStart claim-status checks from the dedicated worklist through configured payer services.
- NATO PhoneticsHelp billing teams communicate identifiers more clearly by phone.
- Support Hub assistantKeep compact AI and support access available across the app.
Use an AI-assisted draft in daily work
- Ask a specific question, such as how to organize the next claim follow-up.
- Review the answer and the workspace context categories shown with it.
- Check the underlying record, then use the draft in the appropriate task or workflow.
- Who works here
- The authorized staff member using the answer
- What your team gets
- A reviewed explanation or draft. Payer checks run through separately configured verification and claims workflows.
Different users, different workspaces
The platform changes with the responsibility.
| Responsibility | Starting work | Useful output | Access boundary |
|---|---|---|---|
| Team member | Assigned tasks, meetings and requests | Updates, completed work and request history | Assigned work and permitted department pages |
| Recruiting / provider lead | Openings, candidates and provider feedback | Hiring handoffs and owned follow-ups | Assigned practices and permitted provider records |
| Revenue team | Patient lists, claim queues and payer responses | Benefits, status reports and next actions | Permitted clients, practices and revenue tools |
| Provider / client | Assigned portal records and requests | Submitted details and visible progress | Focused external access; no general administrative access |
| Organization admin | People, practices, roles and settings | Workspace configuration and permitted reports | The customer organization; separate from DentalXpand platform staff |
A role name alone does not grant every tool shown here. Plan availability, assigned practices and action permissions apply together.
Multi-practice operations
Many practice systems.
One connected direction.
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.
Open Dental ↗
Dentrix ↗
Dentrix Ascend ↗
Dentrix Enterprise ↗
Eaglesoft ↗
Curve Hero ↗ 
Central connectionPatients & coverageAppointments & cancellationsClaims & payment records
Connect the financial context.
Where supported, link claim records, charges, adjustments, payments and patient responsibility. Keep an estimated cancelled appointment value separate from a posted ledger adjustment.
Know what has refreshed.
The intended view will show source, practice and last successful sync. Refresh timing will depend on the connector and practice system, with delayed records visible for follow-up.
11 dental systems in our compatibility review
These systems appear in NexHealth’s published compatibility guide and form a research shortlist. Xpand has not selected NexHealth or activated these connectors. Compatibility of one data type does not establish support for all others.
Open DentalVersion 17+ · server
DentrixG6.2+ · server
Dentrix AscendCloud
Dentrix EnterpriseServer
EaglesoftVersion 18+ · server
Curve HeroCloud
DenticonCloud
Cloud 9Cloud
DolphinLocal server
OrthoTracLocal server
PracticeWorksLocal server
Research checked September 26, 2026 · Compatibility and installation source ↗. Appointment access, financial data and writeback need separate confirmation.
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 should dental practice operations software help a team manage?
DentalXpand connects provider and DSO workflows, credentialing, eligibility and claims follow-up, team tasks, reporting and practice-aware access.
Does it include dental provider management?
Teams can coordinate provider profiles, openings, candidate stages, onboarding and retention check-ins within practice context.
Can I manage several offices in one workspace?
Dental groups can represent multiple practices and assign practice access by role and responsibility.
Does DentalXpand include insurance verification software?
Eligibility workflows can use a configured payer service and present returned details for staff review.
Can staff track dental claims and AR tasks?
Teams can organize claim and AR follow-up with owners, statuses and next actions, depending on the connected workflow.
Does it replace Dentrix or Open Dental?
No. DentalXpand coordinates operational work around existing practice systems rather than replacing clinical charting or scheduling.
Can staff members have different access?
Administrators can configure staff roles and practice assignments to match each person’s work.
Are integrations enabled automatically?
No. External services require the relevant accounts and configuration; a demo can clarify availability.
Which dental PMS and EHR connections are planned?
Centralized dental PMS/EHR synchronization is planned. The API vendor has not been selected. Our compatibility review includes Open Dental, Dentrix, Dentrix Ascend, Dentrix Enterprise, Eaglesoft, Curve Hero, Denticon, Cloud 9, Dolphin, OrthoTrac and PracticeWorks. Each system, version, data type and refresh interval must be confirmed before activation.
Will appointments, cancellations and payments update in one place?
The planned connector is intended to bring supported patient, appointment, cancellation, claim and ledger data into practice-scoped views. Automatic refresh depends on the selected API, system version and permissions. A cancelled appointment does not establish a lost or refunded dollar amount; ledger payments are not bank-settlement confirmation.