Healthcare
Secure Email Management for Healthcare Teams
Capture, protect, and manage patient-related communications—and the documents that come with them—in Microsoft 365 while supporting HIPAA compliance.

Where Healthcare Organizations Struggle with Email and PHI Management
Healthcare organizations rely heavily on email to communicate—but that creates significant risk when Protected Health Information (PHI) is involved.
Common challenges include:
Audit and access visibility is limited
It’s difficult to track who accessed or shared sensitive communications and documents.
PHI is shared through email without consistent controls
Patient information is often transmitted via email, increasing the risk of unauthorized access or disclosure.
Attachments containing patient data are difficult to track and manage
Documents received via email (lab results, referrals, reports) are saved inconsistently—or not at all.
HIPAA compliance depends on configuration and user behavior
Microsoft 365 is not compliant by default; it must be carefully configured and managed to avoid violations.
Email security threats put patient data at risk
Phishing and ransomware attacks increasingly target healthcare organizations due to the value of patient data.
Bring Control and Compliance to Email in Microsoft 365
Colligo helps healthcare organizations manage email as a secure, compliant record—ensuring both communications and attachments are properly handled.
- Capture and manage email directly from Outlook
Ensure patient-related communications are stored securely and consistently. - Preserve attachments as part of the patient record
Keep emails and associated documents together to maintain complete records. - Apply classification and retention aligned with HIPAA policies
Support proper handling of PHI across systems and users. - Store emails and documents in SharePoint and Microsoft 365
Maintain a centralized, controlled system of record. - Support audit readiness and access tracking
Improve visibility into how sensitive information is managed and accessed. - Improve user adoption with seamless workflows
Enable compliance without disrupting care delivery or administrative work.


How Healthcare Teams Use Colligo in Practice
Healthcare organizations use Email Manager to support critical workflows involving patient information and compliance:
- Patient communication management
Capture and manage emails containing PHI in a secure, compliant way. - Referral and intake documentation
Ensure documents received via email are properly stored and linked to records. - Audit and compliance readiness
Quickly retrieve complete communication histories—including attachments. - Policy enforcement in Microsoft 365
Apply governance without relying on manual processes or workarounds. - Knowledge continuity across care teams
Preserve important communications beyond individual inboxes.

Trusted to Support Healthcare Compliance in Microsoft 365
“I’ve been happy with the support. The few times I have had to contact the help desk, I’ve had a response really quickly. We’ve always got the issues resolved, and the staff is really responsive and helpful.”
James Spencer
Document Management Project Leader – BC College Of Dental Surgeons
“[Our users] love using Colligo. It’s really convenient. People find it really easy to use.”
James Spencer
Document Management Project Leader – BC College Of Dental Surgeons
“[Our users] love using Colligo. It’s really convenient…For all intents and purposes, it looks like another Outlook folder. Our users were using a whole bunch of Outlook folders, so for them it’s minimal change.”
James Spencer
Document Management Project Leader – BC College Of Dental Surgeons
Explore More Healthcare Insights

–
How to Succeed on Your Governance Journey & Arrive at Destination Compliance
A 45-minute recorded webinar for tips and tricks on succeeding on your governance journey and arriving at your compliance destination.

–
College of Dental Surgeons of British Columbia
Read how a large medical association was able to expand SharePoint email capabilities with Colligo, improving productivity and email archiving.

–
Benco Dental
Learn how a large medical supply company was able to increase sales productivity through improved SharePoint adoption and offline mobile access with Colligo!
Built for Healthcare Compliance Without Disrupting Care
Colligo is designed to help healthcare organizations balance strict compliance requirements with day-to-day usability.
- Designed for Microsoft 365
- Supports HIPAA-aligned information management
- Focused on secure email and document workflows
- Improves adoption without adding complexity
