Practice management software doesn't analyze the content of communications. You should really talk to a lawyer. ;)

Haha true. Of course, our agreements are a bit different but practice management systems often index and process client materials.

Sounds like you're trying to dodge the question a bit here, but this is a real yes or no question, that I will rephrase: Is my data sent to any unidentified partner that is not listed explicitly on the contract ? I understand that, as a cloud based solution, it is sent outside my network, but can you guarantee (and write down) that no other third party will have any access to it, even partially ?

If you can not answer with a firm YES here, and have to lawyer wriggle out your answer, then this is a non starter.

Edit: formatting

Given the magnitude of the question though — they ought to be granted at least a few hours to think about an answer before responding.

Why? Do they not know where the data in their own system, that they built, is being sent?

I'll allow it

I see, apologies for the misunderstanding. There is no unidentified partner.