Clinics and medical offices
Microsoft 365 for clinics and medical offices: share results securely
Do you send test results over WhatsApp?
In Mexico, health information is sensitive personal data and requires special security measures. With Microsoft 365 you can share results and schedule appointments without exposing your patients.
Sound familiar?
- Results and prescriptions sent over WhatsApp or personal email.
- Patient records accessible from any computer at the front desk.
- Manual scheduling and forgotten appointments.
What we configure
Share with control
OneDrive: only with "Specific people" and with an expiration date.
Encrypted email
Send encrypted results with Purview: the patient opens them with a code.
Scheduling with Bookings
Online appointments with email reminders, without exposing your calendar.
Where to start: Exchange / Microsoft 365 health check
We find the risks in how you share information today and tell you what to change first.
- Free 30-min diagnosis: your situation, your goals and your risks.
- Written proposal: scope, deliverables, timeline and price before you pay anything.
- Documented delivery: regular progress updates and documentation of everything we did. Nothing extra without your approval.
Related guides (in Spanish)
Frequently asked questions
Does Bookings cost extra?
It's included starting with Microsoft 365 Business Basic.
What should I do first?
Turn on MFA for all staff, including the front desk: they also have access to patient records.
Shall we talk about your case?
In 30 minutes we review how you use Microsoft 365 today and what to change first.
Mon–Fri 9:00–21:00, Mexico City time
11,000+ hours · 278 projects · 231 Upwork reviews (Top Rated Plus) · You work with Jose Ortega, founder of JortIT
Upwork data as of October 2026.