Nine connected workspaces
Dental practice software. Billing, provider and team workflows.
DentalXpand brings insurance work, provider management and everyday team tasks into a SaaS platform alongside your clinical practice management system (PMS). Your staff use Xpand to do the work. We help them get set up and learn the workflows available to your practice.
- Insurance automation
- Provider management
- Tasks and collaboration
For dental practices, DSOs and billing teams using Xpand to manage their own operations.
Choose the work you need to manage
Four capability groups. Nine workspaces.
Billing and finance
Review benefits, payer responses, remittances and the records used for management reporting.
Dental RCM · Finance & Reports →Provider operations
Follow candidates, provider feedback and credentialing cases, including the external payer steps.
Provider & DSO · Credentialing →Team and everyday work
Keep conversations with their tasks, manage employee requests and follow outreach activity.
Work Hub · Team & HR · Marketing & Growth →Access and automation
Assign practice and role access, and review the routine actions and AI assistance enabled for your account.
Admin & Security · AI & Automation →Routine work on Autopilot
Automate supported verification and payment posting.
From scheduling to benefit records
Once Autopilot is set up, scheduled patients trigger the available verification checks. The returned benefits go to the enabled PMS fields, a benefits PDF and a short provider note.
From connected remittances to posting
Xpand retrieves available electronic remittance advice (ERA) and explanation of benefits (EOB) documents from connected insurance sources. It matches each to the patient and claim, then carries out the enabled PMS payment, PDF and note actions. Confirm the remittance source, available PMS actions and any required review or approval for your setup. Check payment, PDF and note outcomes separately.
From payer response to follow-up
Read the returned claim status, identify the missing detail and keep the follow-up with the responsible biller. Available checks depend on the payer and enabled workflow; staff handle unresolved cases.
When something needs attention: staff review unclear responses and records that cannot be matched. Payment, PDF and note results are tracked separately. A failed action can be retried without repeating work that already succeeded.
Continue using your clinical PMS for charting and scheduling. What runs automatically depends on the available sources, enrollment, PMS version and actions enabled for your practice. Explore Autopilot.
Explore all nine workspaces and 73 capabilities
Choose a workspace for its full capability list. The links and search keep existing feature destinations available. Setup requirements and exceptions stay with the relevant workflow.
Explore the nine workspaces
Dental RCM12 capabilities · View requirements and examples
01 Dental RCM
Dental RCM: verification, claims and payment workflows
Use the revenue cycle management (RCM) workspace to review benefits, claim responses, remittances and accounts receivable. Routine actions follow the setup agreed for your practice. Unmatched records and incomplete payer responses stay with staff for review.
For dental practices, DSOs and billing teams. Workflows depend on your payer, enrollment and connected systems.
- 01Retrieve connected ERA/EOBs
- 02Match the patient and claim
- 03Post; retain exceptions
See the payment-posting workflow
Standard plans include unlimited payment posting, with no extra posting charge. Custom-plan terms are agreed in your quote. Supported sources, enrollment, enabled PMS actions and any external costs still apply. View plan details.
- Bulk insurance verificationUpload a CSV of patients and run supported eligibility checks as a batch. Review returned benefits and missing information in the worklist.
- Bulk claim-status checksRun supported claim-status checks in batches and review the payer responses in one queue. Assign unresolved claims for follow-up.
- Automated payment postingRetrieve available connected remittances, match the patient and claim, and complete enabled PMS posting actions. Confirm action scope and any required review or approval during setup. Review unmatched records and action failures separately.
- Benefit forms and PMS updatesDownload completed benefit forms or use enabled PMS workflows to update patient records and upload forms and notes. Available actions depend on your setup.
- Standard breakdowns of benefitsReview returned coverage, deductibles, maximums and service details before discussing benefits with the patient. Payer responses determine which fields are available.
- AR priorities and ownershipReview AR work by age, status and assigned responsibility. Record the next action for each balance that needs follow-up.
- Secondary claim submissionEligible secondary claims submit automatically after the primary response in the configured workflow. Xpand does not submit primary claims; staff handle cases that need attention. Confirm the enabled route, required enrollment and submission outcome for your practice.
- ERA and EOB accessFind the remittance detail behind the payment. Retrieve available ERA and EOB documents through supported services so your team can review responses with the relevant record in view.
- Ways to work with verification and benefitsStart verification from a patient, list or configured PMS workflow. You can also convert supplied verification information into a benefit form for review.
- Verification document conversionConvert a scan, text, CSV or PDF into a structured benefit form. This organizes supplied information; it does not refresh benefits with the payer.
- Practice-specific instructionsKeep each practice’s billing instructions with its work so your team can follow the correct process.
- Downloadable working reportsExport supported benefit and claim-status reports for review, analysis or an internal handoff.
Manual and assisted starting points.
Start with an individual patient, a patient list or a request to Xpand AI when that fits the task. Converting an existing scan, text, CSV or PDF organizes the supplied verification information; it does not refresh benefits with the payer.
Provider & DSO10 capabilities · View requirements and examples
02 Provider & DSO
Provider management: hiring, onboarding and retention
Follow a candidate from the opening through interviews and onboarding. Once a provider joins, scheduled check-ins and feedback give you a way to record concerns and assign someone to follow up.
- 01Hire and onboard
- 02Listen to feedback
- 03Own the response
Provider leads and practice leadership · A clearer understanding of concerns and a team responsible for responding. Explore provider retention
- Provider surveysCollect provider feedback for authorized reviewers within their assigned practice or organization. Explain response visibility before inviting feedback, and use the results to identify concerns that need follow-up.
- Feedback with follow-throughFor identified feedback, keep the reviewer, assigned action and progress visible to the provider.
- Recruitment command centerSee openings, applications, interviews, offers and agreements with the next owner visible.
- Candidate-to-onboarding journeyCarry hiring decisions and confirmed start details forward without rebuilding the record.
- Scheduled provider check-insCreate regular opportunities to hear how onboarding and the ongoing practice experience are going.
- Provider agreementsPrepare agreements, track required signatures and keep completed files with the provider.
- DSO and billing-company workspacesCoordinate the practices, clients and people assigned to your organization.
- Provider and practice recordsKeep provider details and the offices they support together in one working view.
- Focused provider accessGive providers a portal for their assigned records, requests and progress.
- NPPES lookupFind public registry matches to help prepare provider records for staff review.
Credentialing8 capabilities · View requirements and examples
03 Credentialing
Credentialing: documents, payer progress and follow-up
A provider file needs more than documents. Keep the payer case history, follow-up notes and payer-confirmed effective dates with it. Staff still complete the required steps outside Xpand and record their progress here.
Every case has a place. Every next step has an owner.
Missing documentsProvider A · Payer enrollmentMalpractice certificateReview the provider file+
Request the current certificate and attach it to the provider record.
Explore credentialing support ↗Provider coordinator Collect & review
With the payerProvider B · Application submittedFollow-up dueReview payer history+
Review the last payer contact, confirm the application stage and record the next follow-up.
Explore credentialing support ↗Credentialing specialist Record & follow up
Response receivedProvider C · Payer responseConfirm effective dateReview the payer response+
Check the payer notice and record the confirmed effective date before updating the enrollment status.
Explore enrollment support ↗Enrollment lead Confirm & update
- Payer-by-payer trackingRecord application stages, status dates and the next step for each enrollment case.
- Document reviewCheck submitted files against the case requirements before the application moves forward.
- Follow-up ownershipKeep the responsible teammate, notes and call history attached to the case.
- Effective-date recordsRecord payer-confirmed dates so the team can distinguish a submitted case from an approved enrollment.
- Provider information in one placeCollect profiles, practice assignments and supporting files so missing items are easier to identify.
- Provider portalLet providers see assigned credentialing progress and the information requested from them.
- Client progress reportsGive clients a focused view of the status and dates recorded for their payers.
- Dated case historyKeep comments and progress changes available for the next person handling the follow-up.
Credentialing case detail
Follow a provider-and-payer credentialing case: document preparation, external payer steps, follow-up and the recorded effective date.
Work Hub8 capabilities · View requirements and examples
04 Work Hub
DENTAL TEAM COLLABORATION, WITH FOLLOW-THROUGH.
Work Hub: tasks, meetings and team collaboration
When a conversation leads to a task, keep the details with the person responsible for it. Work Hub brings tasks, meetings, chat and workflow email together, with due dates, practice context and supporting files attached to the work.
One conversation. A clear next step.A new provider starts next week.
Let’s have the welcome checklist ready before our new provider starts.
Now give the next step a home.
Make the handoff clear.
Prepare the provider welcome checklist
Confirm documents, first-day contacts and the team handoff.
Choose an owner and a due date.
A next step your team can follow.
Prepare the provider welcome checklist
The decision, practice context and responsibility are together. The owner can update the task as work progresses.
The next person has the context.
Keep the decision, the owner and the progress in the same working story.
Keep the task, assignee and supporting files together.
Help your dental team spend less time finding the context—and more time acting on it.
Tasks with a clear owner
Turn a request into work someone can own. Keep the assignee, due date, steps, discussion and progress together from the first handoff to completion.Owner + due dateUnlimited meetings and chat
Keep your practice, remote team and clients in the conversation. Built-in meetings and team chat give everyday coordination a shared home alongside the work.Meet + messageWorkflow email
Keep the message close to the work it concerns. Send supported workflow emails with the related record in context, so the next person can follow the conversation.Email + contextYour daily priorities
Start with the work that needs you. A focused dashboard brings assigned tasks and priorities into view, helping dental teams plan the day with less searching.Priorities in viewFiles where work happens
Spend less time asking for the latest document. Keep instructions and supporting files with the task and discussion your team uses to move the work forward.Files + discussionUseful reminders
Keep a handoff from depending on someone’s memory. Meeting, task and assignment notifications help people notice the work that needs their attention.Timely notificationsPractice context
Keep the work connected to the practice it belongs to. Assigned practice context helps office-based and remote teams coordinate as your dental group grows.Assigned practicesYour profile and support
Give teammates a clear place to manage their profile and ask for help. Available support tools keep requests within the workspace where people already work.Profile + support
Let your next handoff be a clear one. Bring the people, practice and next step together.
Tasks and practice activity, in view.
Team & HR8 capabilities · View requirements and examples
05 Team & HR
Team and HR: hiring, attendance and employee support
Employees can request leave or ask for support in Xpand; authorized managers review the request and record a decision. Hiring and attendance records sit alongside this day-to-day employee work.
- 01Ask or submit
- 02Review and decide
- 03Keep the team informed
Employees, reviewers and HR teams · An understandable request history and a recorded decision. Explore team operations
- Employee hiring and onboardingTrack employee applications, interviews, offers and onboarding responsibilities in one hiring record.
- Teams and reporting linesOrganize departments, team membership and reporting lines so staff can identify the appropriate manager or colleague.
- Leave requests and decisionsEmployees submit leave dates and view decisions. Authorized managers review comments and availability before recording a response.
- Employee supportEmployees submit support requests and follow the recorded responses in Xpand.
- Attendance recordsRecord attendance and review gaps with the relevant employee and team context.
- Time trackingUse available task timers and work-diary records to review time spent on assigned work.
- Agreements and noticesKeep employee agreements and relevant notices in the workspace for authorized users.
- Employee directoryFind colleagues by their team and department in the shared employee directory.
Finance & Reports6 capabilities · View requirements and examples
06 Finance & Reports
Finance and reports: expenses, revenue and practice context
Review expenses, available revenue records and operational reports before your next management discussion. Authorized users can export the reports available to them. Bank reconciliation remains a separate process.
- 01Organize records
- 02Review the period
- 03Share the findings
Authorized finance and leadership teams · A more organized management review; bank reconciliation remains a separate process. Walk through your reporting needs
- Management reportingBring supported operational reporting into the same workspace as the underlying work.
- Revenue recordsTrack available internal revenue information with the context needed for management review.
- Operating expensesRecord and organize expenses so the team can review where money is being spent.
- CSV and PDF outputsExport supported reports for further analysis and leadership conversations.
- Practice contextKeep relevant records associated with their organization and practice.
- Finance access controlsLimit finance pages and actions to the roles authorized to use them.
Marketing & Growth6 capabilities · View requirements and examples
07 Marketing & Growth
Marketing and growth: leads, calls and follow-up
See who was contacted, what was discussed and when to follow up. Record prospects, calls and email activity, then assign the next contact to someone on the outreach team. Research, calling and email tools depend on your setup.
- 01Research the lead
- 02Record the conversation
- 03Own the follow-up
Growth and outreach teams · A contact history and clear next action for the responsible teammate. Explore your outreach workflow
- Follow-up queuesAssign the next contact and keep responsibility visible as conversations develop.
- Calling CRMRecord calls, outcomes and notes so the next conversation starts with context.
- Twilio and Vonage connectionsMake and receive calls through configured services inside the workspace.
- Connected email outreachUse configured email accounts for supported outreach workflows.
- Lead researchCollect prospect information through configured research tools for your team to review.
- Searchable lead recordsKeep discovered contacts in a working directory that supports the next outreach step.
Admin & Security7 capabilities · View requirements and examples
08 Admin & Security
Admin and security: roles, permissions and practice access
Give colleagues access to the practices, pages and actions their work requires. Administrators maintain the accounts and revisit those permissions when a role or responsibility changes.
- 01Choose the role
- 02Assign the practices
- 03Review the access
Organization administrators · An account aligned with the teammate’s work and assigned practices. Review access for your organization
- Roles and action permissionsAssign the pages and actions a role needs for its responsibilities.
- Practice assignmentsScope a teammate’s work to the active practices or clients they are assigned.
- Access reviewsUpdate permissions when someone joins, changes responsibility or leaves the organization.
- User and employee accountsCreate and maintain the accounts connected to the people working in your organization.
- Organization administrationManage practices, memberships and the settings available to your administrative role.
- Focused external portalsProvide provider and client access to the records and workflows intended for them.
- Administrative data toolsKeep authorized administrative information in its dedicated workspace.
AI & Automation8 capabilities · View requirements and examples
09 AI & Automation
AI and automation: supported workflows with staff review
Use Xpand AI to verify a patient, check a claim or prepare a follow-up draft within the context your account can access. Autopilot carries out routine actions enabled for the practice; staff review exceptions and make the decisions.
- 01Ask with context
- 02Run supported work
- 03Review the result
Authorized staff using the configured workflow · A useful starting point for action, with payer availability and permissions respected. See AI in your workflow
- Batch automationRun supported verification and claim-check lists together instead of repeating every check manually.
- AI-assisted verificationAsk AI to start supported eligibility workflows using the patient information available to the configured service.
- AI-assisted claim follow-upRequest supported claim-status checks and bring the available response back into the billing workflow.
- Benefit-form preparationConvert supplied verification information into structured content your team can review.
- Ask Xpand AIGet help with workflow questions, checklists and follow-up drafts using permitted workspace context.
- Human review and exceptionsKeep incomplete payer responses, drafts and decisions visible for the authorized person to review.
- Context visibilityReview the source categories used for an answer and check the underlying records when needed.
- Support in the workspaceReach the assistant and support tools alongside the tasks your team is doing.
XPAND AI
Verify a patient or check a claim with Xpand AI.
Need a benefit detail, a claim follow-up or help with the next task? Ask Xpand AI using the context your account is allowed to access. Verification and claim checks depend on your connections; staff review the answers and handle exceptions.
Your PMS connection and available actions.
A live connection does not mean every action is enabled. Confirm your version, required records and each PMS update before rollout.
| Practice system | Connection | Version and required actions | Setup and review owner |
|---|---|---|---|
| Open Dental | Live connection | Confirm version during setup Confirm required patient, appointment and claim records. Confirm benefit forms, notes, payment entries and attachments separately. |
Practice authorization and payor enrollment where required. Batch start or schedule, where enabled for the workflow. Exception review: Practice or billing lead. |
| Dentrix Core | Live connection | Confirm version during setup Confirm required patient, appointment and claim records. Confirm benefit forms, notes, payment entries and attachments separately. |
Practice authorization and payor enrollment where required. Batch start or schedule, where enabled for the workflow. Exception review: Practice or billing lead. |
| Dentrix Ascend | Live connection | Confirm version during setup Confirm required patient, appointment and claim records. Confirm benefit forms, notes, payment entries and attachments separately. |
Practice authorization and payor enrollment where required. Batch start or schedule, where enabled for the workflow. Exception review: Practice or billing lead. |
| Dentrix Enterprise | Live connection | Confirm version during setup Confirm required patient, appointment and claim records. Confirm benefit forms, notes, payment entries and attachments separately. |
Practice authorization and payor enrollment where required. Batch start or schedule, where enabled for the workflow. Exception review: Practice or billing lead. |
| Eaglesoft | Live connection | Confirm version during setup Confirm required patient, appointment and claim records. Confirm benefit forms, notes, payment entries and attachments separately. |
Practice authorization and payor enrollment where required. Batch start or schedule, where enabled for the workflow. Exception review: Practice or billing lead. |
| Dolphin | Live connection | Confirm version during setup Confirm required patient, appointment and claim records. Confirm benefit forms, notes, payment entries and attachments separately. |
Practice authorization and payor enrollment where required. Batch start or schedule, where enabled for the workflow. Exception review: Practice or billing lead. |
| Curve Hero | In development No rollout date is promised. |
Confirm version during setup Confirm required patient, appointment and claim records. Confirm benefit forms, notes, payment entries and attachments separately. |
Practice authorization and payor enrollment where required. Batch start or schedule, where enabled for the workflow. Exception review: Practice or billing lead. |
| Denticon | In development No rollout date is promised. |
Confirm version during setup Confirm required patient, appointment and claim records. Confirm benefit forms, notes, payment entries and attachments separately. |
Practice authorization and payor enrollment where required. Batch start or schedule, where enabled for the workflow. Exception review: Practice or billing lead. |
| Cloud 9 | In development No rollout date is promised. |
Confirm version during setup Confirm required patient, appointment and claim records. Confirm benefit forms, notes, payment entries and attachments separately. |
Practice authorization and payor enrollment where required. Batch start or schedule, where enabled for the workflow. Exception review: Practice or billing lead. |
| OrthoTrac | In development No rollout date is promised. |
Confirm version during setup Confirm required patient, appointment and claim records. Confirm benefit forms, notes, payment entries and attachments separately. |
Practice authorization and payor enrollment where required. Batch start or schedule, where enabled for the workflow. Exception review: Practice or billing lead. |
| PracticeWorks | In development No rollout date is promised. |
Confirm version during setup Confirm required patient, appointment and claim records. Confirm benefit forms, notes, payment entries and attachments separately. |
Practice authorization and payor enrollment where required. Batch start or schedule, where enabled for the workflow. Exception review: Practice or billing lead. |
For each workflow, record the PMS/version, permitted reads and writes, trigger, prerequisites and person who reviews incomplete responses or failed updates. Ask to see both a completed record and an exception during your demo.
Confirm my PMS workflow →Use the maintained connection table to review status and the version, read/write and setup details that need confirmation for your practice. A live connection does not mean every action is identical across systems.
Check current PMS and payer status. Our team handles setup. Once your PMS is connected, data is ready within 24 hours. Confirm your PMS version, connector and enabled actions for your setup.
Choose the guide for your team.
Find the operating guide for your dental group.
Administrators assign pages, actions and practice access to each role.
Your questions, answered
DentalXpand feature and setup questions.
Understand dental software features, provider support, billing automation and the connections your practices need.
What can our dental group manage in Xpand?
Use DentalXpand for insurance verification, claim-status checks, AR follow-up, payment posting, provider management and team tasks alongside your clinical PMS. It is a SaaS platform operated by your staff, with setup and training from us. Each person works within their assigned practices and permissions. Payer checks and PMS updates depend on the connections and actions enabled for your practice.
How does Xpand help with dental provider recruitment and retention?
Keep the opening, candidate, interviews, offer and onboarding in the same hiring record. After a provider joins, use scheduled check-ins and surveys to hear concerns and assign follow-up. Authorized reviewers can see responses within their assigned practice or organization. Tell providers who can see their feedback before collecting it; an unnamed response is not a guarantee of complete anonymity.
How can our team work with verification and benefits?
Retrieve available payer responses through an enabled PMS workflow, a patient list or individual patient details. If you already have a verification document, you can use it to prepare a structured benefit form. That conversion organizes existing information; it does not refresh coverage with the payer. See the insurance verification page for the starting routes and the setup each requires.
Can Xpand automate claim follow-up, payment posting and secondary claims?
Yes, supported configured workflows can run claim-status checks, organize AR follow-up, automate payment posting and automatically submit supported secondary claims. Xpand does not submit primary claims. Remittance access and PMS setup determine the posting workflow. Your team reviews exceptions and any actions needing its judgment. Confirm remittance access, enabled PMS actions, any required review or approval, and the secondary-submission route and enrollment during setup.
Does Xpand replace our practice management system?
You can keep your dental PMS for clinical charting and scheduling. Xpand supports the work around it, including provider management, billing workflows and team coordination. Supported connections can synchronize data, send benefit forms and update permitted records or tables.
Will our PMS connection sync automatically?
Supported PMS and EHR connections can synchronize automatically once configured. During setup, confirm your system and version, the records available, update permissions and refresh intervals. Compatibility is checked for your particular practice setup.
Can we manage multiple practices with different staff access?
Yes. Organize practices within your group and assign users to the practices, pages and actions relevant to their work. Leadership, specialist teams and providers can have different views based on their responsibilities and permissions.
Are meetings, chat and phone calls available in Xpand?
Xpand includes built-in unlimited meetings and chats, plus workflow email. Twilio and Vonage integrations support incoming and outgoing calls when configured. Calling numbers and usage may have separate charges, and workflow email does not replace a hosted business mailbox.
What can Xpand AI help our billing team do?
Ask Xpand AI to verify a specific patient or tomorrow’s patients, retrieve the full breakdown of benefits, explain returned information or help with supported AR and claim follow-up. Configured Copilot can automate verification from scheduling through supported PMS updates, the benefits PDF and a short provider note. Available payer information and your account’s permissions still apply; your team reviews exceptions.
How do we choose the right features and get started?
Bring your biggest workflow challenge, practice count, PMS details and payer requirements to a walkthrough. Review the features and connections you need, decide who owns the work and choose a suitable plan. Start with a clear workflow before expanding the rollout.
MAKE THE NEXT STEP ABOUT YOUR TEAM
Bring the workflow that costs you the most time.
We’ll walk through how Xpand could fit your practices, your people and the systems you already use.
Show me Xpand for my team Explore plans →- 01Start with one real challenge
A recurring payer call, a hiring handoff or provider feedback that needs action.
- 02See the connected workflow
Follow the information, the responsible person and the next step.
- 03Confirm your setup
Review practice access, PMS and payer connections, and the plan your team needs.