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Patient CRM for 
Your Clinic

Streamline your practice with Patient CRM software built to centralize care and support your daily workflow.

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Why your clinic needs a patient CRM

Manage patient records and relationships seamlessly with our allied health CRM system.

Centralized client records

Tired of switching between folders, spreadsheets, and emails? Zanda brings client records together into one intuitive system. You’ll have everything you need to keep your day running smoothly:

  • Personal and contact information
  • Treatment plans
  • Appointment history
  • A complete log of files and messages
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Integrated notes and task management

Zanda makes managing clinical notes and daily tasks easy. Everything is organized, trackable, and simple to access—keeping you in control. Your workflow essentials are right where you need them:

  • Custom note templates
  • Progress and session notes
  • Actionable task tracking
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Privacy first: HIPAA-compliant CRM

Data protection is part of delivering responsible care. Our HIPAA-compliant CRM for clinics safeguards your data with encryption and access controls that strengthen your practice security without adding friction. Every account includes:

  • Secure login with two-factor authentication
  • Encrypted data storage
  • Role-based access and permissions

Healthcare CRM software for complete client management

Get more from client relationship management in healthcare with tools to record, organize, and personalize every part of the client journey.

Basic details

Capture the essentials, including name, address, date of birth, and contact information.

Contacts

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

Insurance

Log insurance information securely, including private health plan details and any other required coverage data.

Referrals

File referral information including provider numbers, referral type, and valid duration.

Appointments

View appointment history, including past visits, upcoming bookings, and attendance records.

Invoicing

View all billing details like paid invoices, pending amounts, and transaction history.

Classifications

Tag clients with custom classifications such as demographic information, language preferences, or health status. Use filters and run reports to better understand your clients’ needs.

Preferences

Save client preferences like preferred services, invoice payee, reminder methods, and other personalized settings.

BizzyAI: Insights

Coming soon! Draw on insights from client history to create summary reports, referral letters, emails, and other documents more efficiently than ever.

File tagging

Label files with unique tags that make organizing and retrieving your documents easier.

Multiple gender options

Support inclusive care by setting custom gender options that reflect your clients’ lived identities.

Waitlists

Add clients to waitlists and manage availability based on cancellations, practitioner schedules, or service demand

Client diagnoses

Record and manage diagnoses with ICD-10 or custom codes, and add them to invoices when needed.

Online forms

Use online forms to capture insurance information, credit card details, file uploads, and special fields that sync with client profiles.

 

Communication

Manage client SMS and email communication using templates, create and share letters with referrers and third parties, and store communication history securely.

 

Practitioner experiences: In their own words

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
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 love most everything about Zanda. Super easy to use and has made our client management more efficient.
Demetrius Gabriel
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
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 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 like the way it just keeps improving and how easy it is to obtain help if you get stuck doing something. I find it easy to use and I can add information easily to my customer files in the software
Judith C.
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

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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