Workflow guide
Choose the right insurance output
For Billing teams
Distinguish a benefits breakdown, claim-status report and available official ERA/EOB.
Choose an outputDentalXpand Journal
Practical dental workflow guides.
Choose the next task: review insurance information, hand off a provider hire or follow through on a check-in. The PMS guide below covers connection setup.
Start with the task
Handoff checklist
Prepare the recruiting-to-practice handoff
For Recruiting and practice leads
Carry the accepted offer, agreement signatures and first-day responsibilities into the practice.
Open the handoff checklistTemplate and guide
Follow through on a provider check-in
For Provider and practice leaders
Use the five-field check-in and follow-up templates, with feedback privacy guidance.
Use the templatesProduct overview
Explore connected workflows
For Practice managers
Review the product areas around the work your practice needs to organize.
Explore product featuresExplore the topic
Articles in this topic
1 article in this collection
DentalXpand with Your Dental PMS: A Practical Workflow Guide
See how dental teams can use Xpand alongside Open Dental, Dentrix, Eaglesoft and other PMS systems for insurance follow-up, provider operations and clearer handoffs.
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