@Andrew Kloc I am not in the medical field, but we are in the tax and financial space. We use Microsoft 365 to be SOC2 IRS compliant when it comes to data security and be in compliance with data storage for IRS purposes. One of our workflows, we request data from the client on a secure server and they upload the data. From there we get the data and redact sensitive information before inputing it into other softwares, or exporting basic client data like name, address, phone numbers, employers, company associations, categorize based on investor in real estate, business owner, etc. Some areas we redact the names of the client and associate a file number, I think something like this is done with some healthcare systems as well. I'm not sure if this helps you, but I would certainly try to find someone in the healthcare data field and see what the requirements are and maybe some existing workflows you can model.