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Workflow Automation Software for Healthcare Practice Management

Healthcare automation tools designed to simplify practice management.

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HIPAA-compliant task management and automation

Save time and reduce stress with workflow automation practice management software. 
Zanda handles tasks like invoicing, reminders, and appointment scheduling, helping you improve efficiency while maintaining exceptional standards.

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Practice administration, handled

New client automations

Engage new clients automatically via SMS or email, or generate a user task. Trigger automations immediately or delay by days to align with your internal workflows.

Pre-appointment automations

Keep clients informed with automated pre-appointment emails. Share forms or details based on service, location, or practitioner, so everything is ready for a productive appointment.

Post-appointment automations

Follow up automatically with post-appointment messages. Send surveys, booking reminders, or care instructions based on client preferences, ensuring thoughtful and timely communication that builds trust.

Invoicing 
automations

Stay on top of billing with invoicing automations. Automatically send invoices, payment reminders, and overdue notices, helping you maintain a healthy cash flow and reduce administrative hassle.

Recall 
automations

Encourage clients to rebook with recall automations. Send automatic reminders for follow-up appointments, ensuring consistent care, stronger client relationships, and improved retention rates.

Achieve more with a workflow automation patient management system

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Automate the busy work

Improve efficiency with healthcare workflow automation tools.

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Send welcome communications

Welcome clients to your practice with email or SMS messages triggered when new client profiles are created, or delay by days to triage by client and registration type. Include a greeting and practice policies, and set a task reminding your team to verify insurance coverage.

Distribute intake forms

Welcome clients to your practice with email or SMS messages triggered when new client profiles are created, or delay by days to triage by client and registration type. Include a greeting and practice policies, and set a task reminding your team to verify insurance coverage.

Follow-up on unpaid invoices

Welcome clients to your practice with email or SMS messages triggered when new client profiles are created, or delay by days to triage by client and registration type. Include a greeting and practice policies, and set a task reminding your team to verify insurance coverage.

Re-engage inactive clients

Welcome clients to your practice with email or SMS messages triggered when new client profiles are created, or delay by days to triage by client and registration type. Include a greeting and practice policies, and set a task reminding your team to verify insurance coverage.

Issue client satisfaction surveys

Welcome clients to your practice with email or SMS messages triggered when new client profiles are created, or delay by days to triage by client and registration type. Include a greeting and practice policies, and set a task reminding your team to verify insurance coverage.

See what our practitioners 
are buzzing about

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!
Lauren L.,
Speech-Language Pathologist
Zanda solves a lot of problems – we’re very happy. Very customizable. Great customer support from the onset.
Andy MacKellar,
Ships Physio
“Zanda” is very easy to use, maintain and extract reports you need for your analysis and calculations. I always have a history of patient’s improvements, their activity and all financial reports periodically and by product or service. I recommend Zanda.
H.S.
I use Zanda for my home-based Remedial Massage therapy business. It has been a total game changer in helping me with SOAP notes for my clients. The templates are easy to use and to ‘tweak’ to meet my needs. Zanda has made a tedious (but necessary) task so easy and totally changed the downtime I need to write my notes.
Nicole Lalich
Great customisable practice software! Plus, the customer service team is very responsive.
Lauren Hancock,
Psychologist/Director,
Hancock Psychology
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.
Samantha J.,
Holistic Therapist
It saves us lots of time in generating reminders and invoices for clients. It’s great for our business and reasonable in price.
Amy Clift,
Play on Words Speech Pathology
All in one program for complete practice management.
Erin O’Brien,
Terang Foot Clinic

Why health professionals trust Zanda
for practice management

Efficient practice management starts with the right tools. Zanda provides everything allied health professionals need to manage their clinics with confidence.

Less time on admin

Cut down on admin and focus on care. From scheduling and billing to treatment notes and operations, every feature is designed to save time and keep your clinic running smoothly.

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Work from anywhere, anytime

Stay connected to your clinic wherever you are. Review schedules, handle billing, and update treatment notes from your mobile, tablet, or desktop, knowing your data is secure and up-to-date.

Explore telehealth options

ISO 27001 security certification

Keep data secure with ISO-certified protection. Zanda meets the world’s highest standard for information security management, ISO 27001, ensuring your patient data is safely stored and fully compliant with healthcare privacy laws.

Our security certifications

The better way to grow your clinic

Zanda makes managing your health practice more rewarding, with tools that simplify daily operations and resources that support long-term success. You’ll also join an active community of allied health professionals and gain access to free webinars, tutorials, and articles designed to help your clinic flourish.

Explore Zanda Academy

Straightforward data migration

Switch to Zanda without missing a beat. Our data migration service ensures your client records, appointments, invoices, and more are imported quickly and securely. You own your data and can export it anytime.

Learn about migrating your data to Zanda

Unlimited free support

Our support team is available seven days a week. Whether you contact us via support chat, email, or schedule a phone or video call, you’ll get friendly, expert assistance that helps you make the most of your practice management system.

Book a call with our support team

Free Practice Operations Manual

Every Zanda account includes a comprehensive Practice Operations Manual, packed with over 100 expert-written policy and procedure templates to help keep your practice running smoothly.

Explore the Practice Operations Manual

Value for money

From solo practitioners to large clinics, our pricing is designed to support health professionals at every stage. Affordable and transparent, it gives you access to the features you need while keeping costs manageable.

See pricing

No contracts &
Money-Back Guarantee

Choose the plan that fits your practice. Zanda gives you the freedom to upgrade, downgrade, or cancel whenever you need–no long-term contracts, no restrictions.

Our Money-Back Guarantee

Professions we serve

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Psychology

Designed for psychologists and clinical mental health professionals.

Zanda provides psychologists with secure, compliant tools to manage client records, simplify communication, and run remote sessions with ease.

  • Client Notes & Progress Tracking
  • Client Portal
  • Telehealth Integration
  • Claiming & Billing
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Counselling

Supporting counselors, psychotherapists, therapists, and social workers.

Zanda provides counselors with a secure and easy-to-use platform for efficient client management, enhanced communication, and impactful care.

  • Secure Client Notes
  • Appointment Scheduling & Reminders
  • Telehealth Integration
  • Client Invoicing & Payments
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Physiotherapy

Serving physiotherapists, and movement specialists

Zanda helps physiotherapists zip through their to-do lists with time-saving tools for appointment management, clinical notes, and exercise programs.

  • Appointment Reminders & Online Scheduling
  • Clinical Notes Templates
  • Physitrack Integration
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Speech Pathology

Supporting speech therapists, pathologists, and language specialists.

Zanda provides speech therapists with efficient tools for session management, assessments, and tracking client milestones.

  • Configurable Forms & Assessments
  • Group Session Coordination
  • Integrated Billing & Invoicing
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Occupational Therapy

Efficient tools for occupational therapists and rehabilitation specialists.

Zanda helps practitioners stay on top of appointment management, client documentation, and billing with an all-in-one system that’s easy to use.

  • User-Friendly Calendar & Bookings
  • Treatment Notes & Documentation
  • HIPAA-Compliant Telehealth
  • Automated Invoicing & Payments
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Allied Health

Occupational therapists, homeopaths, massage therapists, naturopaths, and more.

Zanda helps allied health professionals thrive with specialized tools to manage sessions, track progress, and process payments.

  • Clinical Notes & Templates
  • Group Session Management
  • Automated Invoicing
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Osteopathy

The right tools for osteopaths and musculoskeletal health professionals.

Zanda makes practice management simple with flexible scheduling, secure documentation, and automated billing, ensuring smoother practice operations.

  • Multi-Location Calendar
  • Custom Notes & Body Charting
  • HIPAA-Compliant Zoom Telehealth & Client Portal
  • Integrated Invoicing & Payments
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Social Work

Designed for social workers, case managers, and behavioral health professionals.

Zanda provides client-centered tools for appointment coordination, documentation, and communication, ensuring smooth workflows and more effective support services.

  • One-Click Calendar Management
  • Access Notes from Anywhere
  • HIPAA-Compliant Telehealth
  • Custom Forms & Invoicing
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Massage Therapy

Practice management for massage therapists and bodywork practitioners.

Zanda makes it easy to organize appointments, track treatment progress, and handle billing for efficient practice operations.

  • Online Booking & Reminders
  • Custom Notes & Progress Tracking
  • Secure Client Management
  • Intuitive Invoicing & Payments
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Chiropractic

Efficient tools for chiropractors and spinal health professionals.

Zanda helps chiropractors simplify patient management with easy scheduling, secure documentation, and hassle-free billing—all in one platform.

  • Drag-and-Drop Calendar
  • Custom Treatment Notes
  • HIPAA-Compliant Intake Forms
  • Integrated Invoicing & Payments
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Mental Health

Designed for therapists, psychologists, counselors, and social workers.

Zanda equips mental health practitioners with secure tools for client management, telehealth, documentation, insurance claiming, and documentation.

  • HIPAA-Compliant Zoom Telehealth
  • Custom Treatment Notes
  • Online Booking & Reminders
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Podiatry

Supporting podiatrists and foot health specialists.

Zanda helps podiatrists stay organized with seamless appointment coordination, secure documentation, and integrated billing—keeping the focus on patient outcomes.

  • Intuitive Calendar & Bookings
  • Custom Treatment Notes
  • HIPAA-Compliant Zoom Telehealth
  • Flexible Invoicing & Payments
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Nutrition

Practice management for nutritionists, dietitians, and wellness practitioners.

Zanda improves scheduling, documentation, and billing with tools built to support client progress and coordinate daily tasks.

  • Intuitive Calendar & Bookings
  • Custom Notes & Progress Tracking
  • HIPAA-Compliant Telehealth
  • Flexible Invoicing & Payments
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Naturopathy

Simplified admin for naturopaths and holistic wellness practitioners.

Zanda helps naturopaths manage client appointments, records, and payments with ease, ensuring a well-organized workflow.

  • Drag-and-Drop Calendar
  • Custom Notes & Session Tracking
  • Client Portal & Telehealth
  • Integrated Invoicing & Payments
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Homeopathy

All-in-one system for homeopaths and holistic health practitioners.

Zanda simplifies practice management with easy scheduling, secure client records, and integrated billing, reducing admin work for a smoother workflow.

  • Flexible Calendar & Bookings
  • Custom Treatment Notes
  • HIPAA-Compliant Telehealth
  • Automated Invoicing & Payments
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Acupuncture & Chinese Medicine

Simplified admin for acupuncturists and Chinese medicine practitioners.

Zanda reduces admin workload and improves efficiency for holistic health practitioners with easy calendar management, secure documentation, and seamless billing.

  • User-Friendly Calendar & Bookings
  • Custom Treatment Notes
  • HIPAA-Compliant Zoom Telehealth
  • Integrated Invoicing & Payments
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Personal Training

Supporting personal trainers, fitness coaches, and strength specialists.

Zanda includes streamlined scheduling, online payments, and secure client management.

  • Easy Scheduling & Automated Reminders
  • Configurable Note Templates
  • Client Portal & Zoom Integration
  • Invoicing & Payments
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Eliminate the Sting of Busy Work

Start in March

and get the first 6 months at 50% off!

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