Online Forms

Create custom forms to collect client information online.

Get your practice up & running in minutes.

See What Our Practitioners Are Buzzing About

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.
Kim M.,
Owner and Counsellor
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.
Jeanette De Witt
Easy to set up, I liked the form 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, since I started using it. The help info online and customer support has exceeded my expectations so far.
Ann Cox
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.
Taylor
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.
Elicia Clarke
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
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.
Frances W.
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.
Selma Yanik

Online Forms can be used for many different scenarios

New Client Intake Forms

New Client Intake Forms

When a new client makes an appointment, send them a form to collect all the information you need. This could include contact information, medical history, emergency contact details and more. You’ll have everything you need on hand, before they arrive.

Telehealth Consent Forms

Telehealth Consent Forms

Using Telehealth Video Calls to see clients? Collect all the information you need before the session – including an electronic signature. Zanda has a Consent Form template to get you started.

Create Your Own Custom Forms

Create Your Own Custom Forms

Want to follow up your client with a survey? Need to collect specific information? Want to use an Outcome Measures Assessment form? You can easily create forms to suit your purpose. Plus, we’re adding more templates to our library all the time.

Streamline Your Workflows

Reach new levels of efficiency and professionalism.

Setup Forms to Suit Your Practice

You can insert text fields, multiple choice questions (with one selection or many), yes/no switches, images, longer text information, and more.

Use Forms to Request Signatures

Include a signature field in your form for your client to sign. You can also require that one of your team sign the form as well.

Send Forms by SMS or Email

It’s simple to send your forms to clients – either via SMS or email. They receive a unique link, and can complete the form on their computer, phone or tablet.

Responses Automatically Recorded

When a client submits the form, it is automatically saved and added to their client record. All form responses are on file for you to refer to at any time.

Notification when Forms are Submitted

Setup notifications so that the client’s primary practitioner is notified when the form is submitted. You can also notify other people within your practice too.

Add Your Branding

Add your clinic’s logo to your online forms to leave a professional impression with clients. Your practice will seem customer-focussed, modern, and super-organised!

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?

Spend Less Time on Admin

Work from Anywhere

ISO 27001 Security Certification

Create a Practice You Love

Easy Data Migration & Import

Unlimited, Free Support

FREE Practice Operations Manual

Best Value for Money

Flexibility & Money-Back Guarantee

Eliminate the Sting of Busy Work

Start in July

and get the first 6 months at 50% off!

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