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ZARIS HealthPro is a comprehensive Clinic & Healthcare CRM designed to simplify daily operations for hospitals, clinics, and diagnostic centers. It unifies patient management, appointments, billing, medical records, prescriptions, lab reports, and telemedicine all within a single, secure platform.
ZARIS HealthPro automates manual workflows, reduces repetitive tasks, and ensures seamless coordination across doctors, staff, and departments. Whether you manage a small clinic or a multi-branch hospital, HealthPro adapts to your needs.
Custom module to manage complete patient records, allergies, and medical history with linked visits, prescriptions, and invoices.
Manage profiles, specializations, schedules, and license tracking.
Calendar view, booking, and automated SMS/email reminders for patients.
Detailed SOAP-style notes, attachments, and visit timelines.
E-prescribing with allergy checks and pharmacy integration.
Auto-generated invoices from appointments with payment tracking.
ZARIS HealthPro combines the flexibility of CRM with clinical precision. Each module is designed to improve patient experience, operational efficiency, and data accuracy all while maintaining compliance and security.
Core Benefits:
Unified dashboard connecting patients, doctors, and billing
Custom modules for Medical Records, Lab Results, and Insurance Claims
Automated workflows to save time and reduce errors
Fully customizable for local healthcare regulations
Real-time notifications and reports
ZARIS HealthPro offers a complete ecosystem of modules that cover every part of your business.
Store complete demographic and medical information including ID, age, contact, and insurance.
Record allergies, chronic conditions, blood group, and current medications.
Maintain full visit timelines with linked appointments, prescriptions, invoices, and lab results.
Quick actions: Book Appointment, Add Prescription, Create Invoice, Upload Document.
Automatic portal account creation and welcome notification on new-patient entry.
Record clinical notes in structured SOAP or free-text format.
Store diagnosis, procedures, prescriptions, and attachments (PDF, DICOM, images).
Version control with read-only locking after verification.
Searchable history and patient-specific timeline view.
Auto-create follow-up appointments when marked “follow-up required.”
Secure storage integration (AWS S3 / MinIO).
Advanced booking interface with daily / weekly calendar and slot availability.
Support for multiple appointment types — Consultation, Follow-up, Telemedicine, Lab Test.
Drag-and-drop rescheduling and quick check-in for reception staff.
Automated SMS / Email reminders 24 hours and 1 hour before visits.
Auto-creation of Medical Record and Invoice Draft on completion.
Telemedicine link generation and status tracking.
Maintain detailed staff and doctor profiles with specialization, license number, and qualifications.
Configure working hours, consultation fees, and assigned departments.
Provide calendar view of scheduled appointments per doctor.
Auto-notifications for license expiry (60/30/7 days).
Integration with Google Calendar / Exchange for schedule sync.
Track performance metrics such as completed appointments and generated revenue.
Structured medication sub-form including drug, dose, frequency, and duration.
Auto-alert if patient allergies match prescribed drugs.
Generate and print e-prescription PDFs or send directly to connected pharmacies.
Track refill counts and prescription history per patient.
Auto-decrement inventory on finalization (if pharmacy module enabled).
Integrate with local or partner pharmacies via API / WhatsApp / Email.
Order lab tests directly from appointments or patient files.
Record test type, ordering doctor, status, and attached report.
Upload PDF / image results and associate them with patient and doctor.
Notify both patient and doctor automatically when results are uploaded.
Escalate critical results through urgent alert workflow.
Future-ready for HL7 / FHIR LIS integration.
Track medicines and medical supplies with batch numbers and expiry dates.
Record stock in/out movements and maintain reorder thresholds.
Automatic low-stock and expiry notifications.
Supplier and vendor linkage for quick reordering.
Barcode scanning support for dispensing (Phase 2).
Reuse Organizations module to maintain provider details and contact data.
Create and manage insurance claims linked to invoices and patients.
Monitor claim status — Draft, Submitted, Approved, Rejected, Paid.
Generate exportable PDF claim forms for submission.
Enable electronic claim submission where insurer APIs are available.
Track outgoing and incoming referrals between doctors / organizations.
Record referral reasons, status, and date of transfer.
Attach relevant patient documents and medical notes.
Maintain full referral history for audit and coordination.
Initiate secure video sessions via integrated Zoom / Jitsi link generation.
Auto-create session record with start/end times and duration.
Store meeting notes, attachments, and optional recording links.
Notify both doctor and patient before the session starts.
Allow patients to log in and view appointments, invoices, and lab results.
Enable secure document uploads and consent confirmations.
Provide appointment-request and reschedule options.
Support basic messaging between patients and staff.
Generate visual dashboards for appointments, revenue, and patient inflow.
Create detailed reports using Vtiger Reports + Charts modules.
Track outstanding invoices, staff performance, and clinical KPIs.
Export analytics data for BI or management review.
On new patient creation → send welcome SMS/email and enable portal access.
Appointment reminders (24h & 1h before) via SMS and Email.
Auto-generate invoices and medical record skeleton on appointment completion.
Prescription finalization → update inventory stock.
Low stock → alert pharmacy manager and create reorder task.
License expiry → notify admin 60/30/7 days before expiration.
Lab result upload → auto-notify patient and assigned doctor.
Insurance invoice → create draft claim automatically.
Send automated transactional emails for appointments and invoices.
Google Calendar and Exchange integration for doctor schedules.
Twilio, 46elks, or local gateway (Pakistan) for reminders and alerts.
Stripe, JazzCash, PayFast for online billing.
Zoom or Jitsi meeting link generation and session tracking.
AWS S3 / MinIO for large file handling (lab results, documents).
QuickBooks or Xero sync for financial data.
HL7/FHIR APIs for automated lab result imports.
End-to-end data encryption (in transit & at rest).
Role-based access control (RBAC) and field-level permissions.
Audit logs to track every view or edit of clinical data.
Patient consent and communication opt-in tracking.
Backup & disaster recovery tested regularly.
Compliant with healthcare privacy standards and PHI protection.
Make Data-Driven Clinical Decisions
Metrics:
Appointments per day/week/month
Outstanding invoices and payments
Doctor performance and utilization
Low stock and expired medications
Insurance claims by status
Patient demographics and visit trends
Give every stakeholder secure access and the visibility they need to stay connected.
Manage appointments, prescriptions, and medical records. Access only assigned patient data.
Handle scheduling, billing, and patient communication.
Securely view appointments, invoices, and lab results through the portal.
Control user permissions, monitor system logs, and manage workflows.
Purpose-Built for Clinics, Hospitals, and Diagnostic Centers
Highlights:
Complete automation from appointments to billing
Scalable architecture for multi-branch operations
Customizable modules for different healthcare setups
Secure, compliant, and user-friendly interface
Backed by dedicated support and continuous updates
Zaris CRM helped us streamline our sales process and improve team collaboration from day one.
The platform is simple to use yet powerful enough to handle all our business operations.
We’ve seen a noticeable boost in productivity since moving to Zaris CRM.
Here are answers to the most common questions about starting with ZARIS Realty, migrating your data, and understanding our core functionalities. Click on a question to see the answer.
Yes, it supports integration with accounting tools like QuickBooks and Xero, and local payment gateways like JazzCash or PayFast.
Absolutely. HealthPro encrypts all medical data and maintains detailed audit logs for compliance.
es, through the integrated Patient Portal for appointments, invoices, and reports.
Yes, it’s scalable for multi-location healthcare providers.
Yes, automated reminders are built-in via local or international SMS gateways.
Experience the power of Zaris CRM streamline sales, boost marketing, and deliver outstanding customer experiences, all in one platform. Start today with zero risk.
Zaris CRM is an all-in-one platform designed to simplify sales, marketing, and customer management. Built for businesses of all sizes, we help you connect teams, streamline processes, and grow smarter.
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