Know Every Patient, Every Order
Complete patient profiles, order history, and communication tools built for telehealth clinics. Segment patients, track lifetime value, and build lasting relationships.
Request a DemoHIPAA-compliant from day onePatient Profiles
Complete profiles with contact info, order history, prescriptions, and custom tags.
Order Timeline
See the complete patient journey from first visit through every refill.
Smart Segmentation
Group patients by product, frequency, value, or custom tags you create.
Direct Messaging
Answer questions, send recommendations, and follow up on treatments directly.
Lifetime Value
Track LTV, average order size, and purchase frequency by patient.
Automated Notifications
Patients stay informed with automated updates at every step. No manual follow-up.
Your Patients at a Glance
Patient Profiles:
Every patient gets a complete profile: contact information, order history, active prescriptions, communication history, notes and tags.
Order Timeline:
See the complete patient journey: first visit to storefront → questionnaire completion → provider review → prescription approval → shipping and delivery → refill history.
Segmentation:
Group patients by product categories purchased, order frequency, lifetime value, last order date, or custom tags you create.
Stay Connected
Automated notifications, direct messaging, and marketing tools to build lasting patient relationships.
Automated Notifications
Patients receive automatic updates: order confirmation, provider review complete, shipped with tracking, delivery confirmation, refill reminders.
Direct Messaging
Communicate directly with patients: answer questions, send recommendations, follow up on treatments, request reviews or referrals.
Marketing Tools
Built-in tools to grow: email campaigns to segments, promotional offers, new product announcements, win-back campaigns.
Understand Your Business
Purchase Patterns
See which products patients buy together, how often they reorder, and seasonal trends.
Patient Value
Track lifetime value, average order size, and purchase frequency by patient.
Cohort Analysis
Understand how patient groups behave over time. Compare acquisition months, product categories, or referral sources.
Geographic Insights
See where your patients are located. Identify expansion opportunities.
Manage at Scale
Patient Search
Find any patient instantly by name, email, phone, or order number.
Bulk Actions
Tag multiple patients, send campaigns, or export data in bulk.
Data Export
Download patient lists, order histories, or custom reports for external analysis or marketing tools.
Activity Log
See every action taken on a patient record—who did what, when.
Patient Data Protected
HIPAA Compliance:
All patient data encrypted and stored securely. Access controls ensure only authorized staff see patient information.
Role-Based Access:
Set permissions for team members. Some see full profiles, others see only what they need.
Audit Trail:
Every view, edit, or export of patient data is logged and reviewable.
Data Ownership:
Your patient relationships belong to you. Export your data anytime.
Patient Management: The Old Way vs Zaya
Stop cobbling together CRM tools and spreadsheets. Our patient management is built for healthcare from the ground up.
Legacy Approach
Generic CRM not built for healthcare
Manual patient data management
Separate tools for communication
Complex segmentation and reporting
HIPAA compliance add-ons required
With Zaya
Healthcare-native patient profiles
Automated data capture and history
Built-in messaging and notifications
Smart segmentation and insights
HIPAA compliance built-in
Frequently Asked Questions
More questions about patient management? get in touch.
Data
Clinical
Request a Demo
Join wellness operators who launched in under an hour. No technical setup. No compliance headaches.