How to Automate XLDent

XLDent runs a dental practice from the chair, with XLChart holding the record and the eSolutions layer covering eligibility, claims and attachments. The restorative half of the week depends on an outside laboratory with its own website, which sits outside the practice software entirely. Reading it is what WebRun does.

XLDent was built around a tablet at the chair

XLDent came from an early and specific bet: that the dental record belonged on a tablet in the operatory rather than on a desktop at the front desk. The company describes its suite as the first designed for Tablet PC and wireless technologies, and the product line still shows it.

XLChart carries the tooth charts, restoration graphics, periodontal exams and progress notes. Image stores the radiographs and attaches them to the record. XLCheckIn lets a patient check themselves in and complete forms on a tablet, prompting for the updates their own history calls for. XLNotify is the interoffice message that saves somebody walking down the corridor, XLTimeclock tracks staff hours, and there is a cloud edition as well as an in-house one.

The practices running it are general and restorative dental offices, and restorative work is what fills their week: crowns, bridges, implant restorations, dentures. Which means the practice has a partner it does not employ and cannot see.

A crown spends most of its life out of the building

The laboratory is the second half of every restorative case, and it is somewhere else entirely.

A tooth is prepared, an impression is taken or scanned, and the case leaves. What comes back, and when, decides whether the appointment already in the book is a seat or an apology. In between, the case is on somebody else's bench, tracked on somebody else's website, and the only signal the office gets is a box arriving.

Everything around it is just as scattered. Shade photographs meant to travel with the case and still sitting in the imaging folder. An intraoral scan waiting in a scanner's own portal to be matched to a chart. A restoration marked for remake, which quietly restarts a clock nobody reset. A predetermination that needs codes, a narrative and images assembled before an insurer will look at it. And behind all of it, the treatment plans presented last month that the patient nodded at and never booked, which is the largest number in any restorative practice and the one nobody keeps a list for.

Lab cases that cannot slip quietly Every open crown and bridge case set against the appointment it is meant to fill, with the late ones named each morning.
Shade photos caught before the case ships Cases going out today checked for the photographs actually being attached, so the laboratory is never guessing.
Treatment plans that get a second call Everything presented and never accepted, listed with the procedure, the amount and how long it has been sitting.

The eSolutions layer answers the insurance half

The suite is not thin here, and it covers more of the payer side than most offices switch on.

Real-Time Eligibility and Benefits Verification connects to commercial and government payers for benefit information. Electronic Claim Processing and Claim Status handles the submission and the answer that comes back. Dental Claim Attachments send x-rays, intraoral photos, perio charts and clinical notes electronically, which is more or less the packet a predetermination needs. The XLConnect Reminder Service automates appointment confirmations and patient recalls and offers online scheduling, with electronic prescribing, secure email, statements and remittance advice alongside it.

That is a real answer to the insurance half of the practice. The laboratory half has no equivalent, because a laboratory is neither a payer nor a patient. It is an independent business with its own case-tracking website and its own view of when it will be finished. XLDent knows the appointment is on Thursday. It has no way of knowing the case is still on a bench in another state.

Thursday's appointment stops depending on a box arriving

The restorative schedule turns into something you can promise the moment the laboratory's own tracking page is read alongside the chart each morning.

Every open crown and bridge case listed against its due date and the appointment it is meant to fill, late ones at the top, so a seat is moved a week out rather than discovered on the day. Cases going out today checked for the shade photographs actually being attached, because a laboratory guessing at shade is a remake nobody budgeted for. Remakes spotted and reordered the same morning instead of stalling for a fortnight in a pile of good intentions.

Incoming scan files matched to the right patient, so a case moves to design rather than sitting in an inbox. Implant restorations sorted by phase, so the ones ready for an impression and the ones ready for delivery are two lists instead of a memory. Predetermination packets assembled with the codes, the narrative and the supporting images already gathered. Presented treatment plans that were never accepted, with the procedure, the amount and how long it has been, which is a call list rather than a report.

Anything that reaches a patient, an insurer or a laboratory is drafted and left unsent, and a person decides whether it goes.

The laboratory's website is somebody's first job of the day

A coordinator does all of this before the first patient, or intends to.

WebRun is an agent that drives a real Chrome browser, signed in exactly as your team is. It reads XLDent, opens the laboratory's tracking site, the scanner portal or the payer when a run calls for it, and comes back with a list that puts the late cases first.

It runs on your schedule in a private environment of your own, sessions are not shared between tools, and a workflow can be restricted to a named list of domains. You can watch a run and stop it partway.

Each one below spells out which sites it visits and what comes back.

Questions people ask

Can it read our dental laboratory's case tracking site?

Yes, and it is the usual reason to run it. It signs into the laboratory's own site with your credentials and reads the status the way your coordinator does, then sets that against the appointment in XLDent. Most laboratory portals offer no other way in.

Does it change anything inside XLDent itself?

By default it reads. Where a workflow does create something, such as starting a chart from a new consult request, that is set deliberately and stays inside what you allow. Clinical entries and claim submissions are prepared for a person rather than applied.

Will a patient be texted about an appointment on its own?

No. Confirmations, scheduling notes and treatment plan follow-ups are written with that patient's own case details and left unsent for the front desk. Sending to a patient stays a decision somebody at the practice makes.

11 ready-made XLDent workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Automated Shade Photo Attachment Checks
WebRun checks cases about to go to the lab in XLDent, confirms the shade photos are attached in your image folder, and reminds the team in Slack about any case still missing them so the lab is never guessing.
XLDentGoogle DriveSlack
Automated Remake Lab Case Reorders
WebRun spots restorations marked for remake in XLDent, drafts a clear reorder to the lab for each, and posts the team a Telegram flag so remakes are reordered fast and never quietly stall.
XLDentGmailTelegram
Automated Treatment Plan Follow-Ups
WebRun finds restorative treatment plans that were presented but not accepted, drafts a warm follow-up for each patient, and leaves every message unsent so your coordinator can nudge them toward booking with one review.
XLDentMailchimpGmail
Automated Predetermination Packet Prep
WebRun gathers the codes, narrative, and supporting images for each restorative predetermination in XLDent, builds a packet in Google Drive, and queues it for your billing lead to approve before it goes to the insurer.
XLDentGoogle DriveDocuSign
Automated Digital Impression Alerts
WebRun watches for incoming digital impression and intraoral scan files, matches each to the right patient chart in XLDent, and pings the team in Slack so the case moves to design without sitting in an inbox.
XLDentOutlookSlack
Automated Medical History Update Requests
WebRun finds patients with an upcoming visit whose medical history is stale, drafts a friendly request for each to update their health forms, and leaves every message unsent for your front desk to review and send.
XLDentGmailTwilio
Automated Implant Restoration Phase Digest
WebRun reviews your implant restoration cases in XLDent each morning, works out which are ready for the next phase, logs them to a phase board, and posts the team a Microsoft Teams digest so healing, impression, and delivery handoffs never stall.
XLDentGoogle SheetsMicrosoft Teams
Automated Seat Appointment Confirmations
WebRun finds patients with a final restoration due to seat in the next few days, drafts a confirmation text and an email for each, and leaves both unsent so your front desk can confirm the visit with one review.
XLDentTwilioOutlook
Automated Denture Try-In Scheduling
WebRun finds patients whose denture cases are ready for a try-in, checks the try-in openings on your calendar, and drafts a scheduling text for each patient so your front desk sends it with one tap.
XLDentGoogle CalendarTwilio
Automated Crown and Bridge Case Tracking
WebRun reviews your outstanding crown and bridge lab cases in XLDent each morning, logs each one's status and due date to a tracker, and posts the team a Slack list of cases running late so nothing misses its seat appointment.
XLDentGoogle SheetsSlack
Automated XLDent Rehab Consult Intake
WebRun watches your inbox for new full-mouth rehabilitation consult requests, starts a patient chart in XLDent with the referral details, and posts the team a triage note so no complex case sits unassigned.
XLDentGmailSlack

Want one of these running on your own XLDent?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.