Elation Health is the leading platform for primary care, empowering 32,000 clinicians to deliver personalized care to over 16 million patients. With a clinical-first EHR, integrated billing, and AI-powered tools, Elation simplifies care workflows to help independent practices thrive.
Learn more
Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
Learn more
LexWorkplace
LexWorkplace is a cloud-based legal DMS that brings matter-centric structure to documents and email so case work stays complete and discoverable. Built for firms of 5–50 users, it organizes documents, email, and attachments by matter, integrates with Microsoft 365 and Outlook, and works on Mac and Windows.
Outlook email management includes Smart File for automatic matter suggestions and Multi Select for bulk filing; attachments store with the matter record. Search spans documents and email using full-text/OCR with filters for matter, type, author, and date. Version history, compare, and check-in/check-out preserve an audit-ready trail and prevent conflicts during collaboration. Governance features include role-based permissions, audit trails, and secure external sharing to control access and track activity. AI is available to authorized users to summarize long documents, answer content questions, and assist with drafting using firm-controlled data.
Typical adopters move from shared drives, basic cloud storage, practice-management file areas, or legacy DMS; LexWorkplace consolidates these into a single source of truth by matter. Implementation options range from self-managed setup to guided migration with role-based training. Security practices include encryption in transit and at rest, access controls, and activity logging. The result is faster retrieval, fewer misfiled emails, predictable collaboration, and governance aligned with legal workflows—without leaving familiar Microsoft 365 tools.
Learn more
PBHS SecureMail
Ensure data privacy compliance effortlessly with PBHS Secure Mail, a robust HIPAA-compliant encrypted messaging platform designed for healthcare professionals such as doctors, dentists, and hospitals. Enjoy the convenience of not having to install, configure, or maintain any software, as PBHS Secure Mail is accessible from any device and location. Sharing important documents, radiographs, CT scans, and messages is straightforward, with everything organized for easy access by all team members involved in a case. Getting started is hassle-free; simply log in using your ADA Membership ID. Additionally, our optional Outlook Plug-in allows seamless sending and receiving of messages directly through Microsoft Outlook on your computer, ensuring that treatment letters and private communications from your practice management software are encrypted. Moreover, radiographs sent from your digital x-ray systems to Outlook are also protected. You can continue your usual email practices with colleagues and patients without compromising HIPAA compliance, allowing for a smooth transition to secure communications. This way, you can focus on providing quality care while maintaining the highest standards of data security.
Learn more
