PDS Health built a secure self-service content model and laid the groundwork for AI

PDS Health, an integrated healthcare support organization with more than 18,000 employees and 1,200 dental and medical practices, replaced IT-controlled network drives and email-based document sharing with Box to give business teams secure self-service control over content workflows. The platform has supported high-volume operations including distribution of thousands of annual tax documents through a TaxCaddy integration, credentialing of 250 to 400 providers each month, and processing of more than 700,000 invoices annually through a custom finance application. By centralizing content, access controls, metadata, and workflows, PDS Health has reduced manual handoffs and dependence on IT while improving security, auditability, and compliance, including securing 1.8 million shared links and requiring multifactor authentication for external collaborators. The organization is also developing governed folder structures and exploring Box AI, Box Hubs, and ServiceNow integrations to support document intelligence, automation, compliance reporting, and a broader enterprise AI strategy.

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