Patient CRM for Your Clinic

Breathe easy, knowing your information is secure and accessible from anywhere with our patient management software.

Buzz through your busy work with Zanda!

Why is a Patient CRM Necessary for Your Clinic?

Everything you need to manage patient details with our integrated patient CRM.

Get your practice up & running in minutes.

View All Features

See What Our Practitioners Are Buzzing About

I have been using Zanda for 18 months now to run my massage and personal training businesses. I use it to keep client records and keeping my diary. The app is easy to use and has helped me progress my business to the next level.

Adam

Zanda has allowed me to arrange bookings easily alongside my other job. It allows me to personalise client records so I have all the information that I need. I know everything is safe and secure with the system and I can generate invoices, emails and text messages easily.

Calluna Holistics

I use this app for work, I am a foot care practitioner in a clinic. Great way to keep track of appointments & client records. I highly recommend Zanda!!!

Melissa Martorano

The interface is really user-friendly, it has great features that are needed for Private Practice and great customer support. I especially love the client profile section and the fact that it’s easily adaptable to any client base (such as minors and couples!). You can add contacts to get appointment reminders, as well as the client themselves, and you can add an emergency contact.

Kim Simmons

Zanda has played an essential role in evolving our service. We found it an easy system for the whole team to learn to use. We are a small charity and Zanda has streamlined our processes and saves us huge amounts of admin time. It gives us everything we need to organise our services and client data, and is easy to use for those less confident with tech systems.

Sarah

I like the integration of easy-to-use client management software with the ability to track the money! I can export my invoices straight into Xero!! Everything related to my practice is in one space. I can manage clients and my invoicing of clients as well as helping with my accounting and bookkeeping. Oh, and keeping an eye on debtors too!!

Matt S.

Easier to keep track of everything as each client has an account, which you can use for SMS/email reminders, booking in, payments, templates to save time, etc.

Jamie V.,
ADHD Life Coach/Clinical Hypnotherapist

I love most everything about Zanda. Super easy to use and has made our client management more efficient.

Demetrius Gabriel

Top Patient CRM Features

Basic Details

Basic information such as name, address, date of birth and contact details.

Contacts

Keep track of client contacts include parents, partners, children and next of kin.

Insurance

Securely store client private health and other required insurance details.

Referrals

File referral information including provider numbers and duration.

Appointments

All past and future appointments, including attendance history.

Invoicing

Complete invoicing and payment history, including outstanding amounts.

Classifications

Create custom classifications for diagnosis, health status, etc.

Preferences

Set preferences such as preferred service and reminder method.

BizzyAI: Insights

Leverage relevant information from client history to create fast summary reports, referral letters, emails, and more.

How Clinicians and Practice Managers can use CRM for Clinics

Zanda’s robust patient management system features integrate seamlessly into your workflow, helping clinicians and practice managers streamline processes and improve the overall patient experience. From secure online intake forms to appointment scheduling and invoice management, you’ll gain a holistic view of your practice, enabling you to provide the best possible care.

Instant Letter Writer

Save time and increase productivity with our Instant Letter Writer. Generate letters with client or referrer information already merged. When you’re finished, export to Microsoft Word, PDF, or simply print. Then, save the letter as sent or as a draft. Don’t forget to create a letter template that you can quickly reference in the future. Want to keep permanent track of the correspondence? Save the letter to your client’s record. Bottom line, our instant letter writer helps you spend less time on sorting paperwork and more time on treatment.

Patient Correspondence

With our instant letter writer, email communication, and 2-way SMS chat, keeping up with patients is a piece of cake. Gone are the days of pulling up your email account, sorting through a desktop calendar, and flipping rapidly through your weekly schedule. And, with our handy recall functionality, you can set custom communication templates at an individual level. Bottom line? We don’t want patient communication to be seen as yet another administrative heavyweight.

Advanced Data Tagging

Manage your clinic CRM data with file tagging, classifications, and more

File Tagging

At Zanda, “easy as” isn’t easy enough. File tagging allows you to mark your uploads with unique tags that help you sort files on your terms.

Custom Classifications

With client classifications, you can tag each patient with a custom label, and use this as a sorting identifier when running reports or viewing your data.

Multiple Gender Options

As proud supporters of the LGBTQ community, this feature was a no brainer. Set custom gender options that match your client’s identity.

Adaptable Preferences

Each of your patients is unique, so we allow you to set preferences for each individual. For example, maybe your older clients don’t enjoy SMS reminders – not a problem. Mark their preferred reminder type as email only. Plus, our preferred notice periods allow you to override default settings for each individual. Finally, automated event reminders remember the important things so you don’t have to (patient birthdays, session pack expiration and more).

Secure Patient Data

With Zanda, your data is secure. The protection of your patient information is top priority, and we’ve taken extra measures to ensure the safety of your data is never compromised. We safeguard all personal and sensitive information, and you can trust that your data is owned by you. We never use your patient information for 3rd party research, and you can export any information at any time.

Professions We Serve

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

Features Menu

Patient CRM for Your Clinic

Why is a Patient CRM Necessary for Your Clinic?

Get your practice up & running in minutes.

See What Our Practitioners Are Buzzing About

Top Patient CRM Features

Basic Details

Contacts

Insurance

Referrals

Appointments

Invoicing

Classifications

Preferences

BizzyAI: Insights

How Clinicians and Practice Managers can use CRM for Clinics

Instant Letter Writer

Patient Correspondence

Advanced Data Tagging

File Tagging

Custom Classifications

Multiple Gender Options

Adaptable Preferences

Secure Patient Data

Professions We Serve

Professions We Serve

Psychology

Counselling

Physiotherapy

Speech Pathology

Occupational Therapy

Allied Health

Osteopathy

Social Work

Massage Therapy

Chiropractic

Mental Health

Podiatry

Nutrition

Naturopathy

Homeopathy

Acupuncture & Chinese Medicine

Personal Training

Zanda integrates seamlessly with…

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