DentalXpand services

Dental revenue and operations services.

Connect eligibility, claims, accounts receivable, credentialing, and team execution in one organization-aware workspace.

  • Multi-practice ready
  • Role-based delivery
  • Fictional demo shown

One operating model

Keep specialist workflows connected without flattening their detail.

Dental teams need different tools for different work. DentalXpand connects those workflows through shared organization, practice, role, task, and reporting context.

01Clear ownership

Move work through assigned queues, follow-ups, and next actions.

02Usable evidence

Keep benefit details, claim responses, documents, and reporting easier to review.

03Scoped visibility

Shape access around the active organization, assigned practices, and role.

01 Revenue cycle operations

Turn billing activity into owned operational work.

Bring billing priorities, task health, follow-up responsibility, and operational reporting into one role-aware view.

  • Work queues and ownershipAssign work, due dates, status, and next actions to the right team.
  • Operational command centerReview task, eligibility, AR, credentialing, and overdue movement together.
  • Exportable reportingCreate usable CSV and PDF outputs from operational records and reports.
Fictional DentalXpand command center with revenue, eligibility, AR, credentialing, and priority metrics
Command Center - fictional Demo Workspace

02 Eligibility and benefits

Move from patient details to a usable benefit summary.

Guide teams through patient, payer, eligibility, and benefit review while keeping plan detail ready for office workflows.

  • Auto Verify workflowOrganize payer matching, coverage status, deductibles, maximums, and service details.
  • VOB and BOB supportStructure verification and breakdown-of-benefits work for repeatable review.
  • PMS-ready commentsFormat chart comments for Open Dental, Curve Hero, and Eaglesoft workflows.

StediEligibility and payer services are available when configured with valid account credentials.

Fictional DentalXpand Auto Verify eligibility and benefits result
Auto Verify - fictional patient and plan

03 Claims, AR, and remittance

Prioritize the balances and claims that need action.

Review aging, claim status, follow-up history, ERA or EOB evidence, and ownership without losing the source context.

  • Aging and priority reportingBreak pending AR into aging buckets, status groups, and next-action queues.
  • Claim follow-up historyKeep searched claims, responses, remarks, and completed follow-ups easier to trace.
  • ERA and EOB workflowsReview remittance matches and available official file actions from configured claim services.

Claim.MDClaims and ERA features require a configured Claim.MD account and deployment credentials.

Fictional DentalXpand AR report with aging, claim status, priorities, and demo claim IDs
AR Management - all claims and metrics are fictional

04 Provider credentialing

Keep provider data, payer enrollment, and follow-ups moving.

Organize the provider record and track each payer case from data collection through review, submission, follow-up, and effective status.

  • Provider data vaultCollect profile fields, practice assignments, and supporting documents in a guided flow.
  • Payer case progressTrack application, current status, effective date, next follow-up, and remarks.
  • Internal and client viewsSeparate internal follow-up detail from the progress clients need to review.
Fictional DentalXpand credentialing workspace with provider profile and payer enrollment progress
Credentialing - fictional providers and payer cases

05 Team operations and reporting

Coordinate the team around the same operational picture.

Connect tasks, meetings, messages, reports, and AI-assisted review while preserving organization, practice, and role context.

  • Tasks and meetingsKeep responsibility, due dates, discussion, and operational follow-up close to the work.
  • Role-aware reportingGive administrators, teams, and providers views shaped around their permitted responsibilities.
  • Xpand AI reviewAsk operational questions using permitted workspace context and visible source categories.
Fictional Xpand AI conversation using permission-aware operational context
Xpand AI - fictional permission-aware conversation

Beyond service delivery

These workflows sit inside a much wider operating platform.

DentalXpand also supports provider and DSO access, HR, leave and loan management, expenses, revenue, growth, administration, security, and AI automation.

01

Work Hub

Dashboard, tasks, meetings, chat, notifications, documents, profile, and support.

02

Provider & DSO

Single-practice, DSO, billing-company, provider-login, practice, and agreement workflows.

03

Team & Business

Teams, attendance, time, leaves, loans, recruitment, expenses, revenue, and reports.

04

Growth & Control

Lead generation, outreach, user accounts, roles, settings, platform administration, and AI.

Explore all nine feature areas

Implementation path

Configure the operating model before moving the work.

A practical rollout starts with boundaries and responsibilities, then adds service connections and live workflows.

  1. 01

    Map the organization

    Define the organization, practices, teams, and operational priorities.

  2. 02

    Assign roles and access

    Shape page permissions and practice visibility around each responsibility.

  3. 03

    Configure workflows

    Set up required services, imports, templates, queues, and reporting outputs.

  4. 04

    Launch and review

    Move live work into the workspace and review ownership, progress, and exceptions.