Client Intake Forms Built for Better Practice Management

Zanda enables my clients to book a free and/or paid appointment wherever they are worldwide without me needing to approve every step manually. The integration of payments is another process that reduces my administration time, so I can do what I do best - support my clients.

Zanda allows us to concentrate on what we do best! We absolutely love Zanda. After initial Zanda training, all our counsellors have reported that the system is easy to understand and to work with. Implementation (even for non techies) has been and continues to be a piece of cake :) All our client information is automated and in one place - clients fill in their intake forms (admin and clinical) and weekly assessment forms, while they receive appointment reminders in return. Since moving over to Zanda our no-shows are down to near zero! We also love the integration with Xero - this has reduced our admin time, which means that we have more time to actually see clients.

Zanda has done a great job of payment integration, ease of communicating with clients, online forms for new clients and ease of ending invoices and statements etc. The stand-out feature that has transformed workflow is payment integration. No more messing with EFTPOS machines.

I love the whole diary/booking system, especially synced with my Google calendar and Xero. Also, the easiness of creating forms and sending standardized emails. The auto-reminders are awesome! Much better client retention and fewer no-shows! I spend a lot less time trying to get my calendar organized, and I can concentrate on the real work :)

As a one woman show, I am able to do what I am trained to do - massage. I don't have to answer phones, book appointments, email forms, send reminders - the things I need to say to my clients are included in my booking process on the main client portal page. I love that I can control my schedule from anywhere. I can open the program in 100 places and it all gets saved.

I use Zanda across two separate businesses. I loved it so much with the first that when I set up the second, I just knew I had to use Zanda as my diary manager. It saves me so much administration time and is so much more than a diary. The forms, correspondence templates, email and SMS features have all been so incredibly helpful in my business. Clients also comment frequently on how 'professional' my correspondence looks. This is largely due to Zanda.

As a solo, part-time private practice SLP, I was looking for an EMR system that was affordable but still offered certain features (paperless intakes, customizable templates, etc.) and Zanda is fantastic for the price! It didn't take me long to figure out how to get everything set up. The customization of forms and notes is great. They recently added an AI feature for notes which is saving me so much time!

One major component you'll need in private practice is a HIPAA compliant EHR that is easy to use. I love using Zanda because I've been able to automate a lot of simple tasks. For example, when someone schedules their very first appointment, they automatically get an email w/ links to complete the intake forms specific to them. Automating as much as you can saves so much time & just makes me happy thinking about it.

It streamlines my whole practice. From booking sessions, invoicing, sending online forms to clients and note taking. It makes everything look very professional compared with my competitors.

Easy to set up, I liked the forms templates which I customised to suit my private practice. I was able to create an automatic response, and a new client intake form is sent out automatically when a new client books. Plus it has an integrated payment system. So far I'm impressed with the intuitive way that it is set up. The help info online and customer support has exceeded my expectations so far.

Organization is helpful, invoicing is awesome, super easy. Love the online forms and automatic import to file - one less thing I have to do! I love how files and info is stored and how my calendar looks.

Zanda makes my business run smoothly and reduces my admin time to an extremely manageable amount. It is user-friendly and intuitive to use. Once all your tools, forms and letters are as you want them, client file management & communication with other professionals is merely a couple of clicks. My case load is now higher as my admin time is so low.

Zanda templates are awesome too! They have a vast library of templates that you can use or edit to make your own. You can also start from scratch and create your own templates for client notes, email automation, and forms. I am very pleased that when a client registers for the client portal, they will receive an automatic email with the client forms they need to complete prior to their appointment with me.

I am so glad that I switched from a previous, less effective software to Zanda. Despite not being a software guru, I could get used to many helpful features on Zanda to reduce the administrative work to a minimum. The Online Booking and Forms features are so practical that give clients the freedom to book and submit information themselves. No more time-consuming back-and-forth emails.

I love the online forms and the easy layout. When setting up new clients remotely, it has been so easy to send them the online consent forms etc. There's no printing or scanning required for the client, which I love.

I love the clinical notes feature and how easily I can upload supporting documents to every case. I love that it can send digital forms and has a patient portal. I am able to keep all documents relating to each patient together more easily. I also love that I can add clinical notes on the go on mobile, save them as a draft and complete them later.

I like the notes feature, which is why I was interested in the first place, but being able to send forms and clients having the option to use the client portal is a great tool. No shows have stopped, the text reminder gives them the option to confirm or cancel. I don't need to carry a bunch of heavy paper notes with me all the time now.