Zanda Health

What is Practice Management Software?

Practice management software (PMS) refers to a type of software system that helps healthcare and medical practices streamline their operations. It can manage everything from patient records and scheduling to billing and claims processing. By automating these processes, practice management software can free up staff time to focus on more critical tasks – such as patient care.

As a leader in practice management software, Zanda helps health practices across the globe improve their efficiency and productivity.

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Zanda practice management software shown on desktop and mobile devices
Healthcare practitioner using Zanda practice management software

What are the benefits of practice management software?

Adopting a practice management system (PMS) allows healthcare practices to experience real transformation and a step-change in how they deliver healthcare services.

A good PMS is designed to make the work of healthcare providers and admin staff easier and more efficient and should make running a healthcare practice enjoyable.

10 ways that practice management software will shape and improve your health practice…

Reduce administrative tasks

Health and medical practice management software help improve the efficiency of your clinic by streamlining administrative tasks in a central system.

This can include patient record-keeping, scheduling appointments and processing insurance claims.

Reduce No-Shows

A practice management system is used to send automated appointment reminders, which are proven to curtail no-shows by as much as 38%. This ensures that your time is respected and directly impacts the practice’s profitability.

Appointment reminders are delivered seamlessly through SMS message or email and are a simple yet effective tool to mitigate any inconvenience or potential revenue dips from missed appointments.

Make appointment booking easy

Appointment booking is a critical function of any health practice. Online practice management software helps streamline this process by providing an online booking system that integrates with your clinic’s schedule.

This makes it easier for patients to book appointments from your website and for staff to manage the appointment schedule.

Enhance communication

PMS allows practices to communicate professionally with time-saving letter and email templates for patients and referrers.

Two-way SMS messaging also allows seamless communication to keep patients in the loop and position your practice to take every opportunity to provide exceptional patient care. Communication through Telehealth video appointments and online forms also enhances the patient experience.

Simplify invoice creation & billing

Implementing a practice management software system helps simplify the creation of invoices and makes it easier to bill patients.

The software can generate invoices based on services rendered and automatically send them to the patient. This saves your practice valuable time and money on billing costs.

Increase growth

Practice management software has a direct impact on revenue and growth. The communication tools allow you to quickly remind patients to make future bookings, let them know about new services and send marketing messages.

A waitlist also ensures that you can easily fill empty session spots, and offering services by Telehealth opens up opportunities for additional practitioners and patients.

Manage client or patient records

Practice management software is also important for managing patient records.

The software can store all of a patient’s medical information in one central location, including their contact information, medical history and test results. This readily available information helps improve the quality of care your patients receive.

Better time management

Practice management software handles all your essential administrative tasks, allowing you to focus on patient care.

With simple appointment scheduling, billing, and claims processing, you save precious time, leading to a more efficient and streamlined practice.

Efficient reporting

As a practice manager, your decision-making abilities are only as good as the data at your disposal. A practice management system serves as your oracle, offering real-time performance insights at your fingertips.

It gives you an elevated perspective on your practice’s functioning, the performance of your team, and the power to delve deeper whenever necessary.

Streamline operations

The Practice operations manual included with Zanda’s practice management system allows you to set up your business to operate seamlessly according to the processes and policies you define.

The default policies enable you to get your practice manual in place with a head start, while also being able to configure policies and procedures to suit your practice needs and preferences.

Who does practice management software benefit?

1Streamlined operations

Practice management software streamlines administrative tasks, improves workflow and enhances efficiency.

2Improved financial management

The software provides integrated invoicing, billing and payment solutions, ensuring smooth financial operations for your clinic.

3Enhanced productivity

By automating routine tasks, practice management software frees up time for your staff to focus on core responsibilities, driving greater productivity.

Clinic team using practice management software

Benefits for all practice sizes

1Improved time management

Practice management software streamlines tasks, allowing solo practitioners to manage their practice efficiently and allocate more time to patient care.

2Comprehensive patient records

The software enables solo practitioners to maintain accurate and detailed patient records, improving care coordination and continuity.

3Financial efficiency

With integrated billing and invoicing, solo practitioners can manage their financial operations seamlessly, guaranteeing accurate and timely payments.

Solo practitioner working on a laptop

Benefits for…

Easy referral management

Practitioner writing a referral letter

Easy Communication

Practice management software makes managing incoming and outgoing referrals simple. It can quickly generate communication letters to send to referring and receiving providers.

Referral tracking report on a screen

Referral tracking

With a practice management system, clinics can easily keep track of referrals. Reports can be generated to monitor referrer and patient status, giving practitioners an up-to-date overview of all referrals.

Patient booking through the Client Portal

Easy Booking

Practitioners can quickly schedule appointments for any referred patients through the software, or allow for booking through the Client Portal, which allows for prompt and well-coordinated care.

What are the benefits of practice management software?

Practice management software improves patient care by streamlining operations and enhancing communication. It allows for efficient appointment scheduling, automated reminders, and serves as a central point for patient records. This powerful combination creates smoother workflows, freeing up time for the team to provide more personal care. Practice management systems also facilitate Telehealth services, enabling remote consultations and broader healthcare access.

Scheduling with practice management software offers quick and easy appointment management. The availability of practitioners, certain types of practitioners, or specific services can be seen at a glance – in a weekly or daily view. Practice management software takes this further by simplifying the process of scheduling tasks and sending reminders, enhancing your clinic’s time and resources. This further reduces no-shows, improves patient punctuality and improves overall scheduling efficiency.

A practice management system improves office efficiency in a health clinic by automating administrative tasks, eliminating manual paperwork, and reducing human error. In addition, it provides a central repository for patient records, simplifies billing and payment processes, and provides real-time insights into practice performance. These features enhance productivity, streamline workflows, and enable informed decision-making, ultimately leading to a marked improvement in the efficiency of your clinic.

Healthcare team benefiting from practice management software

What is the purpose of practice management software?

Practice Management Software is the heart and brain of a health practice. It’s the system that manages everything from appointments to reminders, invoices, notes, waiting lists, forms, communications, Telehealth and even the operating manual.

Zanda practice management software dashboard

Empowering health practices

Our practice management software is based on our goal to “empower health practices”. We believe health practice owners should…

Have the power to do as little admin as possible

Have the power to be financially rewarded for their service and sacrifices

Have the power to build an asset that has real value and can operate without the owner

Have the power to grow if they want to

Have the power to provide positive health outcomes for their patients

Have the power to spend time on their passions

These 6 components work together to make health practices and their teams successful in the long-run.

Key features of practice management software

Practice management software is packed with features that make it easier to manage and grow a practice. These key features include:

Calendar management

Practice management software enables efficient appointment scheduling, ensuring optimal usage of clinic resources and reducing scheduling conflicts. Our flexible integrated calendar feature enables one-click appointment management across multiple practitioners, locations and modalities.

SMS & Email Communication

Built-in communication tools, like Zanda’s automated appointment reminders and email and two-way SMS messaging, enhance patient engagement, improve communication between the clinic and patients and enable your team to follow up in a timely manner.

Telehealth video calls

The future of healthcare is digital, and Zanda has you covered! Two end-to-end encrypted video calling solutions allow you to see patients wherever you’re located. Even better, they’re simple to use with no logins or downloads required.

Online Forms

Say goodbye to unnecessary paperwork and tedious data entry when you use online forms that automatically populate your patients’ profiles. Our online forms can easily be modified to suit the requirements of your practice.

Client Management

Zanda’s integrated CRM solution provides a central repository for patient data and easy access to records, including medical history, test results and contact information. This comprehensive view enhances care coordination, improves accuracy, reduces human error and enables you to better manage patient relationships.

Clinical Notes

Taking clinical notes is a necessary and often time-consuming task for health practices. With a library of pre-prepared templates, Zanda’s clinical notes feature reduces the burden of paperwork and clinical note-taking.

Online booking

Providing online booking is a simple way to reduce administrative time and book appointments 24/7. Our client portal and online booking system make it easy for patients to book appointments and manage their health records straight from your website.

Payments & Invoices

A practice management system simplifies billing by generating invoices based on services rendered, automating payment tracking and facilitating claims processing. Zanda’s integrated payment gateway and invoicing system make invoicing and billing a breeze.

Reporting & Analytics

Practice management software provides real-time insights and analytics on practice performance, financials and key metrics. With this data at your fingertips, your clinic can make better-informed decisions, identify areas for improvement and plan strategically for the future. Our system offers over 26 Reports to give you the information you need to manage your clinic.

Robust integrations

The right integrations give you tools to do your work effectively. Zanda integrates with Stripe, Medicare, MailChimp, Google Calendar and more.

Practice operations manual

Zanda’s industry-first Practice operations manual provides your practice with a core set of over 100 policies and procedures that can be adapted to meet the needs of your practice. It’s included in every account at no additional charge!

How to select the right practice management software

When selecting practice management software for your business, there are a few critical factors to consider:

Security – ISO 27001 Certification

Give preference to software solutions certified in the ISO 27001 standard for information security management.

This certification ensures adherence to the top global standards for the protection and secure handling of data, which provides a reliable foundation for your practice’s confidentiality.

Must-have feature

Before deciding, identify the essential features for your practice. They could include appointment scheduling, patient records management, billing, reports, and an operating manual.

Choosing the key features of a practice management system that align with your most important needs is vital.

Customer support

Investigate the level of customer support the software vendor provides. Look for responsive and knowledgeable support teams that offer training resources and live technical assistance.

With adequate support, the initial implementation stage will be smoother, and you can relax knowing there will be help available if you encounter any bumps along the road.

Price / value for money

Consider the pricing structure of your chosen practice management system, including subscription fees and any additional costs.

Does the platform offer value for money based on the features, functionality and support provided? Is it a suitable investment for your practice’s size and needs?

Customer reviews

It helps to take some time to explore the experiences of fellow healthcare professionals who have used the software.

Their reviews may offer insight into the software’s usability, reliability, and overall satisfaction, which helps you weigh the pros and cons of each platform.

Lock-in contracts

If you need flexibility, think carefully before entering a long-term lock-in contract.

Look for software providers like Zanda that offer no lock-in contracts and a money-back guarantee, allowing you to try the software risk-free before making a final decision.

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Zanda practice management software on a tablet

How (+ when) to implement practice management software

Implementing practice management software is a significant milestone in the growth of any allied health practice. The question isn’t just about how to implement practice management software but also about when to do it. Understanding this timing can be the difference between a smooth transition and a chaotic implementation process.

Practitioner deciding when to implement practice management software

When to implement practice management software

Timing is crucial when implementing practice management software. The best time is before the practice’s administrative tasks overwhelm the staff, impeding their ability to focus on patient care.

If you find that record-keeping, scheduling, billing, and reporting take too much time, consider practice management software. Another indicator is when the practice is experiencing substantial growth.

A practice management system can provide the structure to manage an increased patient load and streamline workflows.

How to implement practice management software

Implementing practice management software involves a few crucial steps:

1

Analysis

Start by determining the specific needs of your practice. Look at your workflow, and identify pain points and areas that need improvement.

2

Vendor selection

Research and select a software vendor whose features align with your practice’s needs. Consider factors like features provided, cost, support, data security, and integration capabilities.

3

Data Migration

Transfer existing patient data and records into the new system. This process must be done carefully to prevent loss or corruption of data. Most software vendors should be able to do this for you.

4

Testing

Run a series of tests to ensure all features function correctly and data is displaying as it should.

5

Staff training

Schedule training sessions for your staff to understand and navigate the software. These sessions are vital for successful implementation.

6

Going live

After testing and training, you’re ready to fully implement the software. Prepare to address any unexpected issues that may arise in the early days. Don’t panic if things feel different at first. Within a few days, you’ll be wondering why you didn’t implement a practice management system years ago!

Team overcoming practice management software implementation challenges

Common challenges in implementing practice management software

Challenges that some practices may experience when transitioning to a new practice management system include:

Resistance to Change

Employees may resist shifting from familiar systems and ways of working to new software. Overcoming this requires clear communication about the benefits of the change and robust training to ease the transition.

Data Migration Issues

The transfer of existing data can seem complex. Ensure that your vendor offers comprehensive support during this critical stage. Zanda offers free data import services and assistance with this process.

Training and Technical Support

Insufficient training can lead to mismanagement of the system, and inadequate technical support can halt operations when issues arise.

What is the Difference between EHR and Practice Management Software

The distinction between Electronic Health Records (EHR) or Electronic Medical Records (EMR) systems and Practice Management Software lies in their primary focus and functionality. Here’s a breakdown:

Electronic health records on a screen

EHR/EMR Systems

These systems primarily focus on capturing, storing, and managing patient health information.

They include features for clinical documentation, medical history and lab results. EHR/EMR systems are designed to support clinical workflows and enhance patient care by providing comprehensive health records accessible across healthcare settings.

Practice management software dashboard

Practice Management Software

This software focuses on the administrative and operational aspects within a healthcare practice.

It streamlines tasks like appointment scheduling, billing, claims processing, and financial management, while also housing patient healthcare data securely. Practice management software aims to improve practice efficiency, workflow coordination and revenue cycle management.

EHR vs. Practice Management

While both EHR/EMR systems and practice management software serve important roles in healthcare practices, their focus is slightly different:

Focus on clinical data

Pure EHR/EMR systems have clinical documentation and patient health information management as their highest priorities.

The emphasis is on communication and coordination among healthcare providers.

Optimized practice operations

Practice management software is more focused on an individual practice running well and providing the best service for its patients.

The emphasis here is on efficient practice operations, including appointment management, secure patient records, efficient billing, professional communications, and other tasks to streamline administrative processes and enhance productivity.

All-in-one healthcare solution

Some systems, like Zanda, combine both the capabilities of an EHR/EMR system and practice management software into one comprehensive solution for healthcare practices.

For example, our all-in-one platform allows healthcare professionals to manage patient data and health records, track appointments and billing information, communicate with colleagues, send appointment reminders, and more—all from one single cloud-based application.

Patient data security for medical practice software

Zanda is not only a leading healthcare practice management platform chosen by practitioners worldwide, it’s also a pioneer in making healthcare data security the highest priority. Our unwavering commitment to security is deeply ingrained in our software development, operations and company ethos. We’ve taken comprehensive measures to address this issue and ensure the protection of patient information.

ISO 27001 certified data security

Global security standards

Worldwide Compliance

One crucial aspect of our security compliance is that Zanda operates in multiple countries, serving customers from around the globe. We are committed to upholding the highest standards of compliance across the regions we operate in, ensuring that all customers benefit from the highest levels of security. Among the global security standards for practice management software, ISO 27001 stands apart.

ISO 27001 Certified

Zanda proudly holds the ISO 27001 certification, a prestigious international standard that acknowledges our dedication to maintaining the highest global security benchmarks for healthcare data. We are among only a few Practice Management Software systems to achieve this certification, which reinforces our dedication to safeguarding the security of our customers’ health information.

By choosing Zanda, practitioners can rest assured that we comply with international health data security standards and have undergone external verification, assuring adherence to global data security best practices.

Comprehensive data compliance

In addition to ISO 27001, Zanda adheres to and complies with a range of other security and privacy standards to ensure comprehensive protection. These include:

1

HIPAA

Health Insurance Portability and Accountability Act: This US standard outlines security and privacy requirements for protecting patient health information.

2

GDPR

General Data Protection Regulation UK & EU: As mandated by the European Union, GDPR sets guidelines for data protection and privacy within the region.

3

The Privacy Act

Australia: This legislation outlines privacy protections and standards for handling personal information in Australia.

4

PIPEDA

Personal Information Protection and Electronic Documents Act: As a Canadian standard, PIPEDA governs the collection, use, and disclosure of personal information by private sector organisations.

5

CCPA

California Consumer Privacy Act: This Californian legislation grants consumers enhanced privacy rights and controls over their personal information.

6

POPIA

Protection of Personal Information Act: This South African legislation regulates the processing and protection of personal information.

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Secure your data

With Zanda, practitioners can trust that their sensitive health data is secure and handled following the most stringent international standards and regulatory requirements.

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 – allowing practices to rest assured knowing that their patient data is secure.

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.

See what practitioners are buzzing about

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
Zanda is an excellent resource to have. It is very efficient for scheduling appointments, and it makes writing notes as easy as can be. Zanda makes billing and invoicing seamless. The automated appointment reminders are an excellent tool that Zanda incorporates. Overall, Zanda is a reliable and easy resource that I highly recommend and will continue to use in daily practice.
Wilson Thorpe
My retention has improved because clients feel heard and they know they've been heard, because it's their own words being reflected back to them in their second visit.
Chiropractor Kathryn Theodosis, Owner
Chiropractor
I used to pay for a Zoom account. Once I saw telehealth was already covered in Zanda, I closed out my Zoom subscription. One less monthly bill.
Jo Anna Sena, Owner
Counselor
I'm building the ship while it's in the water. Zanda just runs really smoothly it makes the practice easy to run from day one.
Miki Skinner, Founder / Owner
Solo private practice
Zanda keeps growing and improving. It's meeting what we need in these times.
Shalav, Solo Private Practice
Psychologist
Everything is accessible from the diary functionality. We are an NDIS-funded service and it provides a user-friendly resource for managing invoices and record keeping.
Jay H.
Zanda is more flexible than your other dental softwares especially for mobile.
Nateenee Langsanam, Founder & Oral Health Therapist
Dental on Wheels
I rely heavily on the calendar. Colour-coded statuses let me see at a glance who's on insurance, who has a discount, who hasn't confirmed yet. One look and I know what's what.
Vanessa Grimes, Owner
Acupuncturist
We have found Zanda to be an awesome addition to running our practice efficiently. From the easy to use interface to all the features you need to keep on top of invoicing and client appointments. There are always great updates to the features offered and the Zanda team are always open to suggestions for improvements.
Camille Folley
After years of typing notes through every session, my wrists were hurting and the screen time was wrecking my eyes. With Bizzy AI, I can cover the screen and just talk with my client. That's how therapy is meant to be
Shalav, Solo Private Practice
Psychologist
Easy to set up, I liked the forms 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. The help info online and customer support has exceeded my expectations so far.
Ann Cox
"95% of my notes are now done inside the session window. That's a huge amount of time I used to spend catching up on weekends and evenings.
Shalav, Solo Private Practice
Psychologist
I don't feel like just a number with Zanda. I feel like I've got a team.
Miki Skinner, Founder / Owner
Solo private practice
Before deciding on Zanda, I had tried many different systems and they just didn't give me everything I needed. My clients can book online, choose to pay before the appointment with the Stripe facility, and telehealth. I can email all my invoices easily. Easy to look up unpaid accounts and see future bookings and potential income.
Liberation Holistic Health
This is the easiest, most user-friendly booking platform. I can't believe that it has everything I need to run my practice and is so easy to use.
Beth Fernandes
When I was comparing platforms, I was blown away by how affordable and accessible Zanda was. Other platforms wanted to charge a ton. That made it very easy for me to get started.
Jo Anna Sena, Owner
Counselor
Every time I review a Bizzy AI note, I'm so impressed. I'm like, wow that is exactly what I needed to document.
Miki Skinner, Founder / Owner
Solo private practice
All the stuff I thought I'd need an entire team to do is actually a lot more manageable as one person. That was pretty surprising.
Jo Anna Sena, Owner
Counselor
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
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
Using Zanda as my booking system, means I'm not spending all my time on the phone taking bookings, and it means I can focus my time and energy on making sure my client notes are specific and up to date. The payment system is also super convenient.
Holly R.
Zanda met 99.9% of our cybersecurity tests top-notch out of every system we evaluated.
Edyta Kubieniec, Project / Implementation Lead (oversees clinic software across allied health disciplines)
James Cook University (JCU) — student-led clinics
I went from working 3–4 days a week in the clinic and running my business on the side, to running my business full-time. I don't think I could have scaled without Zanda and my business coach.
Nateenee Langsanam, Founder & Oral Health Therapist
Dental on Wheels
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.
I love most everything about Zanda. Super easy to use and has made our client management more efficient.
Demetrius Gabriel
Zanda makes my business run smoothly and reduces my admin time to an extremely manageable amount. It is user-friendly and intuitive to use. Once all your tools, forms and letters are as you want them, client file management & communication with other professionals is merely a couple of clicks. My case load is now higher as my admin time is so low.
Sam Spencer
There's not a single health provider out there who got into practice because they wanted to write notes. We went into this work to help people. Bizzy AI takes that burden off our shoulders so we can actually do what we came here to do.
Chiropractor Kathryn Theodosis, Owner
Chiropractor
BizzyAI is your best and most reliable work. We are very happy with BizzyAI.
Lucy Horne
It is solving the time problem. All the important functions are automated and we can customise different functions and templates to our needs.
Jan-Daniel U.
Has made life as a solo practitioner so much easier! Enabling clients to schedule their own appointments and having control over the time frames for booking and cancellation. Very simple platform. Can also use for my own appointments and set reminders.
Louise B.
I was able to quickly learn Zanda. The scheduling and invoicing are simple, and it is easy to track payments as well. It does everything I need it to do for my business!
Ashley C
Zanda has all the features I need to run my private practice. I was even able to link my website to the client portal with ease, so my clients can manage their existing appointments online. This feature, among other really helpful features, significantly reduces my administration time, particularly when new clients book.
Stefanie Hagger
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
I am a psychologist and have been using Zanda for 6+ years and have found it easy to use and have particularly liked how the program has continued to develop with new features being added regularly. As a sole practitioner with no admin support I really value all of the automation in the program that reduces my admin time.
Amy Howie
Previously it was very time consuming, and I often struggled to find time in between patients to write notes. Now it is much faster and also very thorough.
Erone Voigt
It allows me to solely focus on my client, leading to better connections and client outcomes. I have a peace of mind that things we talk about are being captured perfectly allowing me to place my focus solely in my therapeutic work. BizzyAI is by far the best AI program out there. I've never had my client sessions captured so perfectly.
Hannah Gordon
Zanda saved me 15% of my time right away, no more toggling different systems. Everythings in one place, and its easy to access between visits.
Donna Golden
A client emailed last-minute asking to switch to virtual. It was just so simple click a couple of buttons and the link was sent. There's so much freedom in that.
Miki Skinner, Founder / Owner
Solo private practice
Less note-taking while talking, so can focus more on the client.
Dr Kate Marsh
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.
Lots of automations that make admin easy. Lots of developments over time that continue to improve the software. Lots of engagement with users to figure out what people want and need out of the software.
Joel Moffat
Before automations, I was on the phone every afternoon after a visit, manually texting reminders one number at a time. Now my templates and automations do all of that and it's freed me up to actually grow the business.
Nateenee Langsanam, Founder & Oral Health Therapist
Dental on Wheels
Conversations with my clients can run half an hour on really heavy stuff. Before Bizzy AI, I had to balance staying present with frantically taking notes. Now I can just sit with them, the documentation is taken care of.
Chiropractor Kathryn Theodosis, Owner
Chiropractor
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
Zanda is so easy to use. It gives me peace of mind in my private practice as a counsellor as it's very professional and keeps notes safe. The app is super helpful too when you are on the go and you need to check your appointment diary or quickly respond to a client.
Angie
Moving to Zanda and having the templates and automations set up freed me to do calls, social media, and other things which I would normally have to stay up until 1 or 2 in the morning to do.
Nateenee Langsanam, Founder & Oral Health Therapist
Dental on Wheels
I like the fact that Zanda supports every aspect of my business: appointments, invoices, video calls, client booking portal, etc. It has reduced my admin hours and has reduced my time on appointment bookings, as people can book their own time slots. The introduction of AI has also made a significant difference when it comes to writing client notes.
Peter F.
Zanda is I believe the best practice management software on the market. Also they are constantly looking to improve the service with new features and safe AI integration. Recommended!
Bjorn Ventris
Zanda is the only system I evaluated across Australia that's advanced enough for student-led clinics. Letting students draft notes and routing them to supervisors for review inside the system is something other practice management softwares just don't have.
Edyta Kubieniec, Project / Implementation Lead (oversees clinic software across allied health disciplines)
James Cook University (JCU) — student-led clinics
My Virtual Assistant business works with psychotherapists, counsellors and psychologists in private practice and we always recommend Zanda to them when they are looking to upgrade their systems to an EHR. The fact that invoices can be customised to allow easy medical insurance invoicing is great and a real time saver.
Kim Simmons
I love Zanda! It's so convenient and easy for my clients! They get reminders and making notes is so easy with so many templates to choose from.
Lisa Clarke Love Your Health
The generation of personal Tax Invoices and receipts allows me to individualise these invoices and to create third party payments from care services such as NDIS payments. Being able to create monthly sales reports for tax return is a huge time saver.
Gary S.
Zanda effectively consolidates all practice management elements into one platform, which streamlines my operations. Additionally, Zanda provides a practice manual feature that allows us to upload and access policies and procedures for our practitioners at any time, which is invaluable for maintaining consistent standards and accessibility.
Chris C.
With the other practice software, it's like the wild wild west things just go wrong all the time. Zanda's just more reliable and it's so easy to navigate.
Ben Taylor, The Deepwater Practice
Psychologist
Zanda actually listens to its customers. New features keep arriving.
Edyta Kubieniec, Project / Implementation Lead (oversees clinic software across allied health disciplines)
James Cook University (JCU) — student-led clinics
The Zanda team is friendly and available they jump on the case, they don't give up, they work through the challenges with you.
Shalav, Solo Private Practice
Psychologist
SMS reminders are essential. Most patients confirm right back and I can customise the timing per patient. Some need a 3-day or 6-day nudge, not just the standard day-before.
Vanessa Grimes, Owner
Acupuncturist
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.
Patients describe issues all over the place digestive, then sleep, then a headache, then back to sleep. Bizzy AI takes that conversation and organizes it: digestion in one spot, sleep in another. It's really easy to review.
Vanessa Grimes, Owner
Acupuncturist
I would definitely encourage them to try BizzyAI because it saves time and stress, improves accuracy and engagement and presence with the client.
Sallyanne Keevers
I love the clinical notes feature and how easily I can upload supporting documents to every case. I love that it can send digital forms and has a patient portal. I am able to keep all documents relating to each patient together more easily. I also love that I can add clinical notes on the go on mobile, save them as a draft and complete them later.
Nicole C.
I cut my note-taking from 15 minutes to 5 minutes flat. Cutting my note-taking time by a third is great especially when I think about the caseload I want to hold long-term.
Miki Skinner, Founder / Owner
Solo private practice
Zanda is the first thing I look at when I wake up and the last thing at night. I'm normally avoidant about work stuff but Zanda actually feels inviting to log into.
Jo Anna Sena, Owner
Counselor
I wanted a system that could hold everything you do in a practice so I wasn't jumping between different softwares to do different things.
Miki Skinner, Founder / Owner
Solo private practice
Everything I need to run my business in one place making it easy to access client files, store information, run reports and keep on top of my accounting, wherever and whenever I need to.
Vanya S.
I came from a practice with admin staff who handled the billing, scheduling, and emails. When I started on my own, I didn't fully know what I was getting into Zanda met all of those needs.
Jo Anna Sena, Owner
Counselor
I use Zanda for my private practice as a therapist with diary management, record keeping, telehealth calls, and invoicing, and have been doing so for a couple of years. It is a straightforward system to use for invoicing, and this helps me keep on top of the financial aspects of my work.
Lydia Pell
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.
It's working so well, we're expanding to two more locations across the university.
Edyta Kubieniec, Project / Implementation Lead (oversees clinic software across allied health disciplines)
James Cook University (JCU) — student-led clinics
Our clinicians found that the biggest challenge was the time that the session notes took, if done after the session, and the accuracy of the notes since they were based on memory. Now, with BizzyAI, the entire session is noted in the transcript and transformed in seconds into a note, saving a lot of time and making the notes much more comprehensive.
Sharmaine McHenry
It has streamlined appointment management, reducing admin time and human error. The online practice manual ensures staff have quick access to policies and resources, supporting quality and consistency.
Sharan B., Development Manager
Mental Health Care
I love that Bizzy AI is HIPAA compliant. It doesn't get creative or make things up it transcribes the actual conversation, in the order I want, using my patient's own words.
Vanessa Grimes, Owner
Acupuncturist
One clinic told me Zanda saved them up to an hour-plus per day. That's the difference between students writing notes and students actually building clinical skills.
Edyta Kubieniec, Project / Implementation Lead (oversees clinic software across allied health disciplines)
James Cook University (JCU) — student-led clinics
Zanda isn't just integrated it's seamless. You can process an invoice and book the next appointment on the same screen. Adding Bizzy AI on top of that was a huge win.
Chiropractor Kathryn Theodosis, Owner
Chiropractor
I love the way we can integrate the practice manual. Also, the AI is great.
Karen-HHC
With ADHD it takes me a while to organize my thoughts. BizzyAI can put my thoughts together for me. I don't have to worry about writing the details and I can let the clients know they have my full attention. Provides a sense of relief.
Andrea Sullivan
BizzyAI provides clear and succinct patient notes and does it in real-time so I don't have to go back and recollect information post sessions.
Joel Ames
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
So far, so good. The site is user friendly and the set up instructions are clear to follow as they are broken down into step by step instructions. At present, I am liking their automation options as it helps to save time. Hoping more automation options become available.
Sheona
Over the past year Zanda has proven a great tool for managing my counselling practice. I love its Zoom integration. I've greatly benefited from their private and secure AI note-taking tools to remove friction and help overcome my perfectionism with client note-taking. Their customer service has also been excellent.
Jeremy Ward
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
We love Zanda, it has reduced no-shows. Made invoicing, reporting and management of the administration tasks so much easier. I wish I had found it for our practice from the get-go!!!
Aley Light
Invoices, automations for email sending, forms, appointment reminders, even a Practice Manual with policies that you can amend to suit your clinic.
Peter Mills
I was using paper files for years. They were getting out of hand I couldn't keep adding more filing cabinets to my collection. Going paperless with Zanda gave me back about an hour a day.
Shalav, Solo Private Practice
Psychologist
My clients are now able to use the Client Portal to make, amend and delete their appointments, depending on my cancellation policy. I have almost no 'No Shows' due to the automatically generated email reminders. My clients are more self sufficient by timing their appointments themselves and not feeling pressured for example straight after the session to arrange the next one.
Selma Y.
It's given me back a life, I've gained at least 2 hrs a day. I'm able to be present with the client for the whole session rather than trying to store in my brain things that I wanted to remember for my notes. I don't have that problem now. Within a few minutes of a client leaving the office the notes are completed. I can now leave work at work and not bring it home.
Pete Flower
The SOAP notes setup is excellent, and the fact that these can be delivered online without any hassle makes it more convenient for myself and my clients. I also appreciate the space for files to be stored for each client. When I was looking around for booking systems, this one definitely stood out. Overall, Glad I went with it, and would recommend it.
Holly R.
Zanda gave me a fully usable account for about a month to play with. I could immediately see how easy it was calendaring, customer info, templates, everything seamlessly integrated.
Vanessa Grimes, Owner
Acupuncturist
By reducing the admin load attached to each consult, Ive been able to grow my caseload without extending my hours or sacrificing energy. Because of BizzyAI, Ive genuinely noticed an improvement in the number of clients Im seeing week to week around 10–20% more on an average day.
Chiropractor Kathryn Theodosis, Owner
Chiropractor
Great features, also the resources in the practice manual made it easy for me to set up my business.
Jesse Turner J.T
BizzyAI can help elevate your notes and save you time.
Andrew Glynn
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
I love the AI notes feature, which significantly saves me time by allowing voice input and providing comprehensive clinical notes with detailed muscle group information.
Liz K.
Zanda enhances efficiency with AI notes, telehealth, and robust reporting. It supports smooth clinical operations, easy communication, and data-driven insights. I love its innovative approach and strong support, making it indispensable for our practice.
Lauren M.
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
Since I have started using Zanda, my practice runs so much smoother, far less no shows with email and text reminders. Also, a much easier way to keep track of unpaid invoices.
Jodie Ward
Using the AI has made it so much simpler and I find I no longer avoid note taking. This means less stress as at the end of the day all my notes are done and I can let go of work and relax and be with my family.
Sallyanne Keevers
It's easy to keep track of a lot of different letters or reports that are sent, and also reports that have come in.
Ben Taylor, The Deepwater Practice
Psychologist
Before Zanda, we had Excel spreadsheets and Word docs on a shared drive. Clients were waiting on the list for 2 years with no updates. Now every SMS, every email, every note is in one place automatically.
Edyta Kubieniec, Project / Implementation Lead (oversees clinic software across allied health disciplines)
James Cook University (JCU) — student-led clinics
It's so easy to navigate. If I need to spend 5 minutes to pull up a new letter to write to a doctor, you can do that really quickly.
Ben Taylor, The Deepwater Practice
Psychologist
It was surprisingly easy and surprisingly quite seamless… especially because the way that I do work is probably more of a niche within the chiropractic field.
Chiropractor Kathryn Theodosis, Owner
Chiropractor
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.
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.
Zanda is great for counsellors - it has an easy-to-use platform. It's so easy to navigate and set things up to integrate with my website. Billing and tracking payments is also super easy.
Tanya Mitchell
I use the booking in via my website (client portal and calendar) which works really well, also find Zanda easy to set up bookings and payments for online workshops. I could probably go back and live without Zanda, to be honest, but life WITH Zanda is much better!
Mr James Basil
Once I'd put the work in to tailor it to my mobile dental practice, it became indispensable. I rely on it for everything.
Nateenee Langsanam, Founder & Oral Health Therapist
Dental on Wheels
Provides clear notes that cuts through a lot of the irrelevant information provided by the patient.
Joel Ames
Life changing. [Describing BizzyAI in one sentence to a colleague]
Mikha Roos

What features should I look for when choosing practice management software?

Some of the main features to look out for when comparing practice management software features are;

SMS appointment reminders, Telehealth, treatment notes, client intake forms, client booking portal, waiting list, letter and email templates, invoicing and billing, practice operations manual, and externally verified security certifications such as ISO 27001.

Practitioner reviewing practice management software features

Does your practice need practice management software?

If you’re serious about running and growing a sustainable and professional health clinic, practice management software is practically essential. But you might not need it right from the start. Here are some indications that your health clinic needs practice management software:

  • You have more than a handful of appointments per week
  • You spend more than an hour on admin per week
  • You want to set your clinic up to provide a professional patient experience right from the start – with online bookings, automated appointment reminders, online intake forms, etc

Typically, if you can answer ‘yes’ to any of these questions, using a practice management system will be a valuable investment that will ultimately save you money and help you operate your practice in the best way possible.

Secure, ISO 27001 certified practice management software

How do I know my practice management software is secure?

The best way is through actual certification in global security standards.

In the realm of practice management software, the most important global security standard is ISO 27001 and achieving this standard means that the software, and the company behind the software, are tested and verified against international standards, as providing the highest levels of security.

Zanda compared to other practice management software

How Zanda compares to competitors – better price, better security, better customer service

You’ll find no shortage of options when it comes to practice management software. However, Zanda stands head and shoulders above the rest due to its incredible functionality, competitive pricing, exceptional security measures, and unparalleled customer service.

Our software is designed for practitioners by a practitioner. This translates into a user-friendly and intuitive platform packed with features that make your job easier. We are proud to have happy customers worldwide, and their outstanding feedback, combined with our longevity in the industry, speaks to the quality of our software.

An unbeatable price

Fair pricing

At Zanda, we believe in providing high-quality, reliable service without breaking the bank. That’s why our pricing structure is based on the number of practitioners using your account, ensuring that you aren’t paying for services you don’t need.

All-inclusive plans

While many platforms tier their pricing models based on feature availability, with Zanda, you get access to all features, regardless of your plan level. Pricing plans and SMS costs are clearly communicated on our pricing page. What you see is what you get with Zanda.

*Remember, free practice management services might seem attractive, but they could be selling your data. With Zanda, your data is yours and yours alone!

Why choose cloud-based practice management software?

Are you deciding between a cloud-based or on-premise practice management system? There’s a lot to consider but for many reasons, cloud-based software like Zanda offers numerous benefits like easy setup, reduced maintenance costs, seamless integrations, and accessibility from any device, anywhere with an internet connection.

Cloud security

Some people worry about the security of cloud-based practice management systems, but the reality is that online systems actually offer far more security than locally installed counterparts.

Automatic updates

With online systems, updates and backups are handled automatically, ensuring that your system is always up-to-date and your data is secure.

Disaster protection

Plus, issues such as theft of computers or devices, fires, floods and other disasters, and hardware failures are greatly reduced.

Seamless compatibility

What’s more, you won’t have to worry about compatibility issues as our software works across different devices and operating systems.

Access anywhere

You can comfortably access your practice management system whether in the clinic on a laptop, at home on a tablet, or in between places on your mobile.

Enhanced flexibility

This flexibility greatly enhances the experience of operating a health practice.

Migrating data from another practice management system

If you’re moving from one practice management system to another, you may be wondering if you need an IT team to assist!

Seamless data migration to Zanda

Seamless migration

The complexity of each migration differs, but a good practice management software company will make the transition easy.

Expert data handling by the Zanda team

Expert data handling

Once you’ve chosen Zanda, our team joins forces with you to provide guidance and assistance throughout the process of moving to the system.

Comprehensive onboarding with the Customer Success team

Comprehensive onboarding

At the same time, the Customer Success team guides you in configuring your Zanda account, setting up users, calendars, practitioner availability, services, client portals, and more.

Our primary mission is to provide a seamless transition with no stress! See more about our data import process here.

FAQs

Practice management software refers to a type of software system that helps healthcare and medical practices streamline their operations. It typically runs and houses; appointment bookings, patient records, treatment notes, Telehealth video calls, online client portal, invoices, payments, reporting, a practice operations manual and more.

Practice management software helps streamline and automate various administrative and clinical tasks within a healthcare practice. It manages crucial aspects such as appointment scheduling, maintenance of patient records, billing, reporting, and even patient communication. By using practice management software, healthcare providers can improve efficiency, reduce manual paperwork, enhance patient care, and ultimately save time and resources.

Yes, practice management software can often be integrated with other healthcare technologies. Zanda, for example, is designed to seamlessly integrate with a variety of other systems. These include popular platforms such as Xero, Stripe, Physitrack and Mailchimp. These integrations help to create a comprehensive, all-in-one solution for managing all aspects of a healthcare practice, increasing efficiency, and creating a smoother workflow.

Practice Management Software (PMS) supports nearly every part of a healthcare practice, from client registration to billing and accounting. The main purpose of PMS is to streamline administrative tasks and make practice management easier. It improves efficiency by integrating functions like appointment scheduling, billing, and client registration into a single platform. This saves time and reduces errors associated with manual entry. PMS also enhances client communication through automated reminders and messaging features. It supports clients so they’re more engaged and informed about their healthcare. Equally important, PMS offers data-driven insights, allowing healthcare practices to make informed decisions based on trends and financial performance. This capability to easily analyze and interpret data is critical to optimizing practice operations.

There are many Practice Management Software (PMS) solutions available for allied healthcare. At a broad level, these can be classified into Electronic Medical Records (EMR) and Electronic Health Records (EHR). While both systems are designed to store patient information digitally, EMRs are focused on the medical data and history of clients within one practice. On the other hand, EHRs are designed for sharing client information across different healthcare organizations. Beyond this, PMS solutions vary in terms of functionality, with some offering specialized features like telehealth, which has become increasingly important as a flexible care option. There are also all-in-one systems that not only include EMR/ EHR functionalities but also integrate billing, scheduling, and communication tools, offering a comprehensive platform for practice management. On the other hand, there are more basic systems that focus on specific aspects of practice management, like software designed just for clinical notes.

The integration of Practice Management Software (PMS) into healthcare operations can enhance client care. By automating administrative tasks, PMS frees up healthcare professionals to spend more time with clients, leading to better healthcare outcomes. Efficient record-keeping is another critical feature of PMS that contributes to improved care. With all client information stored in a centralized system, healthcare providers can easily access comprehensive client histories. PMS also streamlines appointment scheduling and management, reducing wait times and enhancing the client experience. On top of these benefits, the software’s communication tools play a vital role in client care. By facilitating efficient communication between healthcare providers and clients, PMS keeps clients well-informed about upcoming appointments. This improved communication can improve adherence to treatment and overall satisfaction. Overall, the use of PMS in healthcare settings leads to a more organized, efficient, and client-centered approach to care delivery.