Employee
Daily tasks, meetings, chat, notifications, documents, profile, and allowed department tools.
Complete product scope
One dental operations platform.
Connect daily work, provider and DSO access, dental RCM, credentialing, HR, finance, growth, administration, and permission-aware AI.
- Single practice
- DSO
- Billing company
- Provider portal
Nine operating areas
Each team gets depth without losing the shared operating context.
DentalXpand does not stop at four showcase screens. Its navigation and permissions expose different product areas to employees, providers, HR, billing, marketing, finance, administrators, and platform operators.
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.
- 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.
02 Provider & DSO
Give every organization type the right operating scope.
Support a single practice, a multi-practice DSO, or a billing company while keeping provider and client users inside a focused external portal.
- Single-practice workspaceOperate one practice with its own users, roles, and records.
- DSO workspaceCoordinate multiple practices from one organization-aware platform.
- 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.
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
Move insurance and revenue work through owned workflows.
Bring verification, billing, claim follow-up, AR reporting, and client instructions into the same operating model.
- Client instructionsKeep practice-specific operating instructions available to the team.
- VOB / BOBStructure verification and breakdown-of-benefits work.
- Auto VerifyGuide payer matching, eligibility, coverage, and benefit review.
- AR Follow UpTrack claim searches, payer responses, remarks, and next actions.
- AR ManagementReview aging, status, responsibility, priorities, and report totals.
- Auto ARSupport repeatable automation around accounts-receivable work.
- VOB Auto-FillCreate structured benefit outputs for repeatable review.
- Medical Billing OSRun patient, claim, remittance, and billing workflows in a dedicated view.
04 Credentialing
Organize provider data and every payer case.
Separate internal follow-up work from the progress providers and clients need to review.
- My Credentialing PortalGive providers and clients a focused view of assigned progress.
- Provider DataCollect profile fields, practice assignments, and supporting documents.
- Client Credentialing ReportPresent payer progress in a reviewable client-facing format.
- Payer enrollment trackingTrack application, status, effective date, and next follow-up.
- Internal follow-upKeep operational notes and call history available to the credentialing team.
- Document reviewConnect provider files and evidence to the case workflow.
- Portal credentialsManage payer-portal access rows inside the credentialing case.
- Progress historyMaintain a dated record of case movement and comments.
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.
- 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 loansRecord and manage employee loan activity inside HR operations.
- Employee directoryFind employees and the teams or departments they belong to.
- RecruitmentManage hiring workflows and recruitment configuration.
- Agreements and noticesPrepare employee agreements and publish internal notices.
06 Finance & Reports
Keep internal business movement visible.
Give authorized administrators a dedicated place for expenses, revenue, and management reporting.
- 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.
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.
- 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.
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.
- 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.
Control before assistance
Set the workspace boundary before AI uses its context.
Organizations, practice assignments, accounts, and role permissions shape the operational context available to each user and to Xpand AI.
09 AI & Automation
Assist the work without removing its boundaries.
Use Xpand AI and focused automation inside the current organization, practice, role, and visible source context.
- Xpand AIAsk operational questions using permitted workspace context.
- Source visibilityShow the categories used for an AI-assisted operational answer.
- VOB Auto-FillProduce structured benefit content for reviewable workflows.
- Auto ARSupport repeatable accounts-receivable automation.
- NATO PhoneticsHelp billing teams communicate identifiers more clearly by phone.
- Support Hub assistantKeep compact AI and support access available across the app.
Different users, different workspaces
The platform changes with the responsibility.
Provider / Client
Focused dashboard, credentialing, provider data, assigned AR, tasks, chat, and notifications.
Organization Admin
People, practices, roles, finance, reports, client operations, and organization settings.
Platform Operator
SaaS organization provisioning and platform-level administration.