What PBSI Technology Solutions does

PBSI Technology Solutions, legally PBSI Software Solutions Inc, is a Cincinnati-based private technology solutions provider founded in 1983 and now operating as part of Prosource Technologies. The company delivers two proprietary software platforms: PBSI-DOC, a HIPAA-compliant practice management suite covering patient registration through billing, electronic claims, electronic remittance, and electronic statements, primarily serving physician practices; and Profit Manager, a modular ERP system for manufacturers and distributors that includes order entry, accounts receivable/payable, general ledger, inventory control, purchasing, bill of materials, MRP, master production scheduling, routing, EWOS shop-floor control, tag lot control, and web data integration.

Revenue is generated through a mix of recurring software subscriptions (PBSI-DOC and Profit Manager), managed IT services covering cybersecurity, HIPAA compliance, online monitoring, and onsite maintenance, and communications services in which PBSI acts as an agent for major telco and internet carriers while also selling phone systems, cabling, and paging solutions. Go-to-market is sales-led and regional, focused on Ohio, Kentucky, and Indiana, serving hundreds of clients across healthcare (primary), manufacturing, distribution, accounting, and legal verticals. Differentiators cited by the company include healthcare-experienced support staff, free annual onsite training, a single-screen data-entry workflow in PBSI-DOC, and integration with partners such as Nuance (Dragon Medical), Surescripts, Alveo, SonicWALL, and Dell.

Pricing is quote-based and not publicly disclosed. The company has no disclosed venture funding, is not listed, and has not reported revenue.

Name

PBSI Technology Solutions

Legal name

PBSI Software Solutions Inc

Website

https://pbsinet.com

Company type

Private

Founded year

1983

Operating status

Acquired

Headcount range

1–10 employees

Short description

PBSI Technology Solutions is a Cincinnati-based, privately held provider of PBSI-DOC practice management software, Profit Manager ERP, managed IT, and communications services to healthcare and commercial clients across Ohio, Kentucky, and Indiana.

Ownership category

akta.pro rank

Product category

Healthcare Practice Management and Manufacturing/Distribution ERP Software

NAICS

Educational Support Services (6117)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Programming Services (7371), Services-Health Services (8000)

akta.pro primary industry

Charge Capture & Clinical Documentation Improvement (CDI) for Billing (HLACACAF)

akta.pro secondary industry

Computer-Assisted Physician Documentation (CAPD) & Clinical Documentation Improvement (CDI) (HLACAAAH)

Keywords

• Practice management software
• Managed IT services
• Electronic claims processing
• Manufacturing ERP software
• Telecom consulting services

Headquarters

HQ city

Cincinnati

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Practice Management Software (PBSI-DOC): HIPAA compliant practice management software for medical offices covering patient registration, insurance filing, billing, E-claims, electronic remittance, and statements
2. Profit Manager Business Software: Modular business management software for manufacturers and distributors with modules for order entry, inventory, purchasing, MRP, manufacturing scheduling, and financial management
3. IT Services: Technology support including managed IT, cybersecurity, HIPAA compliance, onsite maintenance, and hardware provision for clients in OH, KY & IN
4. Communications Services: Telecom agent services for phone systems, internet carrier analysis, cabling, wireless communications, and sound/paging systems
5. Training Services: Ongoing training including free annual onsite visits, free training for new managers, scheduled classes, online resources, and webinars

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

PBSI Technology Solutions develops, sells, and supports two proprietary software product lines — PBSI-DOC (HIPAA-compliant practice management for medical offices) and Profit Manager (modular business management for manufacturers and distributors) — bundled with managed IT services, telecommunications agent services, and ongoing training delivered to healthcare and commercial clients in Ohio, Kentucky, and Indiana.

Product overview

PBSI Technology Solutions is a technology services company offering a platform-plus-modules architecture centered on two core software products. For healthcare clients, PBSI-DOC is a HIPAA-compliant practice management software providing patient registration through billing, complemented by electronic claims, remittance, and statements modules, plus Dragon Medical speech recognition. For commercial manufacturing and distribution clients, Profit Manager is a modular ERP system with core modules including Order Entry, Accounts Receivable/Payable, General Ledger, Inventory Control, and Purchasing, supplemented by advanced modules for MRP, Master Production Scheduling, Routing, EWOS, Bill of Materials, Tag Lot Control, Sales Call, Web Data Integration, and Decision Support. Both product lines are supported by IT services, communications solutions, and ongoing training programs. PBSI has been acquired by Prosource Technologies.

Differentiator

Problem solved

Functional benefit

Brands

• Profit Manager: A mature modular software solution developed by PBSI and designed specifically for manufacturers and distributors to help clients achieve better operating results.
• PBSI-DOC

Products and services

• PBSI-DOC Practice Management Software HIPAA-compliant practice management software for medical offices, covering patient registration through administrative and billing processes including insurance filing, electronic claims, electronic remittance, electronic statements, and custom reporting, supported by single-screen data entry.
• Profit Manager Business Management Software Modular business management software for manufacturers and distributors, covering order entry, invoicing, accounts receivable/payable, general ledger, inventory control, purchasing, bill of materials, MRP, master production scheduling, routing, EWOS, tag lot control, sales call tracking, web data integration, and decision support.
• Dragon Medical One Speech Recognition Nuance-powered speech recognition solution for medical practices that integrates with any EHR system, converting voice to text with up to 99% accuracy and running up to three times faster than typing.
• Cloud/Web Hosted Solutions Cloud- or web-hosted deployment option that makes PBSI software accessible from any location via web connection, offering server-in-office or fully hosted models.
• Managed IT Services Cost-effective, proactive managed IT services including cybersecurity, HIPAA compliance support, managed online monitoring, onsite maintenance, and hardware procurement for healthcare and commercial clients in OH, KY & IN.
• Communications Services Telecommunications agent services including phone systems, cabling services, wireless communications, sound and overhead paging, internet carrier analysis, and audio/video/security solutions; PBSI acts as agent for most major telco and internet carriers.
• Ongoing Training Services Ongoing training services bundled with PBSI software subscriptions, including free annual onsite visits, free training for new managers, scheduled classes, online resources, and topical training webinars to ensure effective technology utilization.

Quantifiable outcome

• Electronic remittance reduced Medicare payment posting from 2-3 hours to 10 minutes
• +3 more outcomes

Named customers14 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability2 records

Feature3 records

Partnerships

Seven partnerships are on record, tiered core.

• NuancecoreTechnology or IntegrationNuance is the leading provider of speech and imaging solutions. Dragon Medical Practice Edition and Dragon Medical One for medical practices are revolutionary easy-to-use products enabling voice-to-text three times faster than typing with up to 99% accuracy.
• The Academy of Medicine of CincinnaticoreGTM or Marketing PartnerFounded in 1857, the Academy is a not-for-profit professional association for physicians in Hamilton County, Ohio. Corporate Connections Partner providing special discounts and IT partnership programs.
• Business Objects (Crystal Reports)coreTechnology or IntegrationDeveloper of Crystal Reports software, a business intelligence application for designing and generating business management reports. Used for custom reporting across PBSI solutions.
• Alveo (formerly The Consult/ECP)coreTechnology or IntegrationProvides HIPAA-compliant connection to virtually all carriers nationwide including Medicare, Medicaid, Blue Shield, and hundreds of commercial insurers. Claims can be submitted 24 hours/day with same-day submission to all payers.
• SurescriptscoreTechnology or IntegrationOperates the country's largest electronic prescribing network, connecting prescribers to major and independent pharmacies nationwide for secure prescription information access.
• SonicWALLcoreTechnology or IntegrationDesigns, develops, and manufactures network security, secure remote access, Web and e-mail security, and policy solutions. Provides enterprise-class Internet and data protection.
• Dell Inc.coreTechnology or IntegrationDelivers innovative technology and services with a direct business model. Sells more systems globally than any computer company, focusing on best possible customer experience.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• eClinicalWorks: eClinicalWorks provides EHR and practice management software for physician practices of similar size to PBSI's healthcare client base. Both compete for small/mid-sized medical offices needing integrated PM, billing, and EHR workflows.
• Greenway Health: Greenway Health delivers practice management, EHR, and revenue cycle solutions to ambulatory practices, competing with PBSI-DOC for the same small/mid-sized physician market.
• Tebra (formerly Kareo): Tebra offers cloud-based practice management, EHR, and RCM software specifically targeting independent physician practices, directly overlapping with PBSI-DOC's core use cases of patient registration, claims, and remittance.
• NextGen Healthcare: NextGen provides ambulatory EHR and practice management with integrated RCM for small and mid-sized physician practices, competing head-to-head with PBSI-DOC in ambulatory care settings.
• E2 by Shoptech: E2 is a manufacturing ERP system targeting small and mid-sized job shops and make-to-order manufacturers with modules covering estimating, scheduling, and shop floor control, overlapping closely with Profit Manager's EWOS, MRP, and routing capabilities.
• Office Ally: Office Ally is a healthcare clearinghouse and practice management vendor that overlaps with PBSI's electronic claims, remittance, and statement processing offerings for physician offices.
• Global Shop Solutions: Global Shop Solutions provides ERP software for small/mid-sized manufacturers with modules for order entry, inventory, MRP, and shop floor control, directly comparable to PBSI's Profit Manager offering.

Broad incumbents

• Epic Systems: Epic is a dominant enterprise EHR vendor whose ambulatory offerings (e.g., EpicCare) compete broadly with PBSI-DOC and increasingly target community and specialty practices historically served by smaller vendors.
• NetSuite (Oracle): NetSuite is a cloud ERP platform with broad manufacturing, distribution, and financial modules that competes with Profit Manager in the mid-market ERP space as a well-capitalized incumbent.
• athenahealth: athenahealth is a large, cloud-based EHR and RCM platform serving physician practices and health systems. It competes with PBSI-DOC at the upper end of the small/mid practice market and represents a much broader, well-capitalized incumbent.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/pbsinet

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PBSI Technology Solutions