Dental insurance verification and operations, in one workspace.

DentalXpand is dental practice management software for the operational work around patient care: provider recruitment and retention, credentialing, insurance verification, claims follow-up, team tasks and reporting. It brings information, responsibilities and next steps together so your team spends less time chasing updates. Clinical charting and scheduling stay in your existing practice management system.

Keep your PMS. Give your billing team up to 80% less manual work. Xpand works alongside your existing dental practice management system, so your team can continue using it for clinical charting and scheduling. Let Xpand handle repetitive insurance verification, benefit forms, claim-status checks, payment posting and secondary claim submission, while your people focus on exceptions, patient support and revenue follow-up. Supported PMS connections keep records updated across the workflow. The reduction in manual work depends on your starting processes, payer support and enabled automations.

A dental service organization can organize work by practice and assign access to match each person’s responsibilities. Local teams can focus on their assigned locations while authorized leaders review work across the group. This supports multi-practice management without giving every teammate the same view.

Five ways to put dental benefit answers at your fingertips. Start with the information you already have, and let Xpand help your team turn it into a clear, standard breakdown of benefits.

1. Upload an existing verificationAdd a scanned document, raw text, CSV or PDF and turn the supplied verification information into a standard breakdown-of-benefits form in seconds.
2. Verify your whole patient listUpload a patient CSV and click Verify All to run hundreds of insurance verifications in one batch.
3. Check one patientEnter the patient details and click Verify to retrieve the available eligibility and benefit information.
4. Get ready for tomorrowClick Verify Tomorrow’s Patients to check the next day’s patient list from your connected PMS.
5. Ask Xpand AIUse AI chat to request the verification and let Xpand handle the supported workflow for you.

Download your completed benefit forms or send them to your connected PMS. Document uploads organize the information supplied; live checks retrieve available payer responses. Results depend on the input, payer support and configured connections.

Less chasing, clearer claim follow-up. Xpand brings the same flexible approach to dental claims and accounts receivable (AR), so your team can start with a document, a list, an individual claim or a conversation with AI.

1. Upload a claim responseTurn scanned documents, raw text, CSVs or PDFs into organized claim information your team can review.
2. Follow up in bulkUpload a claims CSV and run claim-status checks across the list.
3. Check an individual claimEnter the required patient and claim details to retrieve an available status update.
4. Work through your follow-up listUse your connected practice worklist to review claims that need attention and keep the next action clear.
5. Ask Xpand AIRequest a claim-status check or supported follow-up task through AI chat.

Xpand also supports downloadable reports, updates to connected PMS records and tables, automatic payment posting and secondary claim submission. Keep owners and next steps visible while your team focuses on exceptions. Available actions depend on payer support, enrollment and configured connections.

Help providers feel heard—and give them more reasons to stay. Xpand connects recruitment, interviews, offers and onboarding, then supports provider retention through regular check-ins, surveys and feedback. Anonymous surveys give providers space to speak openly, helping leaders spot concerns earlier, understand what may drive someone to leave and address issues before they grow. Tracked feedback gives providers visibility into who is reviewing their concern and what action is being taken. With clear ownership and follow-up, your DSO can turn listening into practical support, build trust and better understand the reasons behind provider turnover.

Administrators can assign roles, pages and practice access around each person’s responsibilities. A practice manager and recruiter can have different views, while leadership can be assigned access across locations. Your team can focus on the work and practices it is authorized to manage.

Bring a workflow your team wants to improve, such as provider hiring, dental insurance verification or AR follow-up. We will review your practices, roles and priorities, walk through the relevant features and discuss the connections your setup would need.

Dental insurance answers, right at your fingertips. Xpand supports 1,300+ payers, including 1,000+ dental payers across commercial insurance and state programs such as Denti-Cal. Bring eligibility, benefit details and claim-status updates into one workspace—helping your team spend less time switching portals and chasing answers, and more time supporting patients and moving follow-ups forward. Share your payer list with us, and we can confirm the services available for your payers and help with any required enrollment.

Live integrations are available for Open Dental, Eaglesoft, Dentrix Core, Dentrix Enterprise, Dolphin and Dentrix Ascend. Additional PMS connections are in development. Automatic synchronization depends on your system, version and configured workflow; confirm the records, update permissions and refresh intervals during your demo. You can begin with uploaded patient data once our team creates your account, without waiting for PMS onboarding.