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Microsoft 365 for Clinics

Microsoft 365 for medical clinics.

Email, files, calendars, Teams, and mobile device management, set up with patient information in mind. We deploy Microsoft 365 Business Premium with Canadian data residency, MFA enforced, and the security defaults that the clinic actually needs.

What This Covers

Microsoft 365 for an Ontario clinic.

Out of the box, Microsoft 365 is a generic business product. What makes it appropriate for a clinic is the configuration.

Email SetupOutlook, signatures, shared mailboxes
Multi-Factor AuthenticationEnforced, with sensible exceptions
OneDrive & SharePointFile storage with access policies
Mobile Device ManagementIntune for phones and tablets
BackupIndependent of Microsoft, restore-tested
MigrationFrom Gmail, Workspace, or legacy Exchange
Common Microsoft 365 Issues

What clinics call us about.

1

Email started getting blocked or quarantined

Usually DNS: SPF, DKIM, and DMARC records are wrong or missing. We get the records right and verify delivery to the major Canadian recipient domains.

2

Staff cannot get into their account on a new phone

MFA setup needs to move cleanly when a phone changes. We provide a documented self-service path for staff and a fallback for when that path does not work.

3

A staff member shared a OneDrive folder externally by accident

Default sharing in OneDrive is wide open. We tighten the policy, audit existing external shares, and document what sharing should look like going forward.

4

Someone deleted a folder three months ago

Microsoft's native retention may not cover it. With a proper Microsoft 365 backup in place, the folder can be restored point-in-time. Without one, the data is gone.

PHIPA and Microsoft 365

Configured for clinic use.

Microsoft 365 with Canadian data residency, Business Premium licensing, MFA enforced, conditional access policies, and a separate backup service is a defensible configuration for an Ontario clinic. The Microsoft signed Data Protection Agreement covers what is needed for healthcare custodianship.

What is not defensible is the default setup with MFA disabled, no conditional access, no backup, and external sharing wide open. We close that gap and document what is in place so an auditor or insurer has something to read.

Related Pages

More clinic IT help.

FAQ

Microsoft 365 questions clinics ask.

Yes, when it is configured properly. Microsoft 365 Business Premium with Canadian data residency, multi-factor authentication enforced, conditional access policies, and a documented data handling approach is widely used by Ontario clinics. The default out-of-the-box setup is not enough; the configuration is what makes it appropriate for patient information.

Identifiable patient information should not move in plain email. We set up secure email or encrypted file-delivery options so the easy path for staff is also the compliant path. The same applies to file sharing: OneDrive and SharePoint can hold clinic files when access controls, sharing policies, and external sharing settings are set up correctly.

Microsoft replicates the data to keep their service running, but that is not a backup in the sense of being able to restore a deleted item three months later. We deploy a separate Microsoft 365 backup service so mailboxes, OneDrive, SharePoint, and Teams content can all be restored point-in-time if something is lost or corrupted.

Yes. We migrate clinics from Gmail, Workspace, on-premises Exchange, and other hosted email into Microsoft 365 with a planned cutover. Mail history, contacts, and calendars come across, and we coordinate the DNS change so the cutover is invisible to patients.

Get Microsoft 365 set up properly for your clinic.

Migration, security configuration, mobile device management, and a separate backup. Done once, properly, with documentation.

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