Practice Operations Manual
All of your policies & procedures available at your fingertips!
Buzz through your busy work with Zanda!
Over 100 Policies & Procedures Included
Whether you’re a sole practitioner, or you run a large, multi-location practice, a comprehensive Practice Operations Manual is essential.
This industry-first feature provides a core set of policies and procedures that are ready to use and easily adapted to your practice.
Why Do You Need an Operations Manual?
Compliance
Ensure your practice is meeting its legal and regulatory obligations as well as any requirements of your professional association.
Consistency
Clarify expectations for team members and create a system they can follow to increase productivity and high quality standards.
Risk Management
Having strong policies and procedures in place provide practices with additional protection and defense against legal or other claims.
Peace of Mind
Clear guidelines and standards allow practice owners to sleep easy, knowing their practice is operating in a smooth and predictable way.
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Developed by Industry Experts
Don’t be caught without the necessary policies in place!
A core set of done-for-you policies and procedures are provided within Zanda. These have been developed by a team of industry experts with over 50 years of practice management experience, and cover everything your business needs to operate.
Types of Policies and Procedures Included…
Key Contacts & Information
Who do you contact if there is a water leak, where do you order supplies, and how do you contact the landlord? Ensure these details (and more) are always on hand.
Team Conduct
Communicate the practice’s core expectations for team members, including guidelines for conduct, disciplinary procedures, social media, and leave policies.
Team Support & Development
Document the team support, recruitment, onboarding, meetings and wellbeing guidelines. Provide existing team members and new recruits with clear expectations.
Health & Safety
Guidelines to prevent workplace injuries and ensure a safe and secure working environment are paramount. These policies help keep your practice operating safely.
Security
These policies cover the core guidelines for your practice security, including data security, computers and devices, handling physical records, and alarms.
Confidentiality & Privacy
Patient confidentiality & privacy is critical and these policies cover client information management, third-party requests, and other data handling processes.
Customer Service
Don’t leave the client experience up to the interpretation. These policies include guidelines for greetings, professional boundaries and dealing with difficult clients.
Appointment Management
A documented set of policies around the management of appointments, booking procedures, reminders, no-shows, emergencies, and more.
Telehealth
A set of policies and procedures for managing telehealth appointments including the use of technology, risk management, and client consent.
Physical Environment
These policies set the standards for the physical environment at your practice, covering everything from cleaning and disinfection to general waste and hazards.
Administration
A core set of administration guidelines, including guidelines for managing phone calls, mail, faxes, banking, filing, data entry, and email.
Practice Resources
A place to house all of the downloadable resources for patients and the practice team, as well daily checklists and other tools to improve operations.
Create Your Own Practice Operations Manual Now!
Ready to Use and Adapt for Your Practice
To auto-generate an Operations Manual for your Practice!
No credit card required.
Completely Configurable
Completely Configurable
The Practice Operations Manual comes ready-to-go but is also completely adaptable for your business. Edit, delete, archive policies to suit your practice.
Add Your Own Policies
Add Your Own Policies
Have our own policies to add or documents you would like to share with your team? Simply add them to your Practice Operations Manual in Zanda.
In-Application Deployment
In-Application Deployment
No more passed around and out-of-date paper copies. Your Practice Operations Manual is available in its entirety within the Zanda platform. Accessible to all users of your system, and editable only by those with access.
Practice as you
imagined it.
Professions We Serve
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Why Choose Zanda?
Selecting the right practice management software is an important decision, but Zanda covers all of the bases,
making it an obvious choice. Here’s why…
Spend Less Time on Admin
Zanda is designed to empower practice owners, practitioners and admin teams to operate efficiently and make the business of running a practice easy – so that you can focus on actually seeing patients. We aim to reduce time spent on admin with features to help manage schedules, billing, treatment notes, service delivery, operations, and more.
Work from Anywhere
Zanda is an online practice management software – so it’s accessible from anywhere. You can use Zanda when working from home on a tablet, checking your schedule from your mobile, or coming to the clinic and using a computer. Being cloud-based also provides security benefits, and your software is always up-to-date.
ISO 27001 Security Certification
Zanda is one of the only practice management systems to be certified with ISO 27001 – the highest global security standard for healthcare data. Zanda is also fully compliant with all applicable healthcare data privacy and security laws and frameworks in the markets we serve. Our top priority is to ensure patient data security.
Create a Practice You Love
Our software is designed to help make your health practice a joy to manage. By using Zanda, you also join a vibrant community where valuable insights and advice on managing health practices are exchanged. You also gain access to a wealth of free webinars, tutorials, articles and tools that provide support for growing and managing a thriving health clinic.
Easy Data Migration & Import
When you move to Zanda from another practice management system, we provide a fast and free data migration service to import your existing data without missing a beat. This can include clients/patients, contacts, referrers, appointments, services, invoices, payments, treatment notes and more. Just upload your files, and let us do the rest.
Unlimited, Free Support
Zanda’s customer support is best in class, and our team is available by online chat and email 7 days a week, almost 24 hours a day. We take immense pride in providing fast, friendly, and expert support that truly sets us apart. Plus, Zanda is simple, intuitive and easy to use with no tech skills required. With no software to install, you’ll be up and running in minutes.
FREE Practice Operations Manual
By using Zanda, you access your own Practice Operations Manual. This comes with over 100 pre-written policies and procedures that you can easily add to and modify to suit your practice. It helps ensure you’re meeting the standards of your professional, legal and regulatory obligations, as well as increasing predictability and practice productivity.
Best Value for Money
Zanda’s goal is to empower health practices, which is why our pricing is designed to be extremely affordable. Whether you’re a solo practitioner or a large, multi-location clinic, Zanda’s pricing is cost-effective and fair. Start a 14-day free trial (no credit card required!) to see how Zanda creates value and makes a difference in your practice.
Flexibility & Money-Back Guarantee
We don’t believe in lock-in contracts. With Zanda, you can upgrade, downgrade, or cancel at any time. You own your data and you can export whenever you choose. You can start with a free trial, but after that we also provide a Money-Back Guarantee so if you decide Zanda isn’t right for you, we’ll refund 100% of your subscription fees.
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