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.

Healthcare workers collaborating on document and email management.

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.
Colligo Healthcare Solutions - Image
Colligo Healthcare Solutions - Image

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

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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
Colligo Email Manager for Microsoft 365 - product illustration