End of Summer
Limited Time: No Subscription Fees and 500 SMS Credits
Summer is winding down, business is ramping up, and Zanda is making it easier than ever to switch to our all-in-one practice management software. Start your plan by September 30th to pay no subscription fees* until November and get 500 free SMS credits.
Here's how to claim the offer:
- To claim this offer, start a free trial (or log into your existing trial) and start your plan by September 30th
- You can start your plan anytime before September 30th, but just know that signing up sooner gets you more free time to use the platform and win back time
*For new users only. Some add-ons have additional costs. Dedicated numbers are required for US and Canadian practices.
Your admin? Already done.
Zanda is practice management software with AI inside. More time for clients. More time for you.
Billing & Payments
- Invoicing & ReceiptsBranded invoices and receipts with flexible line items, custom text, and multiple payment methods.
- Stripe PaymentsAccept card payments in-account and through the client portal via Stripe, ensuring card details are stored securely.
- Session PacksCreate and manage session pack templates to track prepaid sessions, hours, or amounts.
- Statements & SuperbillsCombine multiple invoices into a single statement or superbill for clients or insurers.
- Xero IntegrationExport invoices and payments to Xero for seamless bookkeeping.
- Medicare / DVA / NDIS ClaimingBuilt-in support for Australian claiming workflows including Medicare, DVA, and NDIS billing.
- US Insurance BillingSupports US clearinghouse integration and insurance billing workflows for American practices.
Client Portal
- Online Self-SchedulingClients can book, reschedule, or cancel their own appointments 24/7 right through the client portal with no phone call needed.
- Portal PaymentsClients can pay for appointments online at the time of booking or later through the portal.
- Portal FormsClients can access, complete, and submit intake forms directly from their portal.
- Client Documents & File SharingShare files with clients and let them securely upload documents back to your practice, accessible from both the app and the client portal.
- Self-Serve WaitlistLet clients add themselves to your waitlist directly from the portal, reducing admin burden and ensuring your schedule remains full.
- Client Portal BrandingCustomize your portal with your logo, color scheme, and banners to create a seamless branded experience for clients.
- Google Analytics IntegrationConnect Google Analytics to your client portal to track booking sources and client behavior.
Clinical
- BizzyAI: ScribeTranscribe live sessions and create clinical notes in your style to save about an hour of admin time per day.
- BizzyAI: RefineRefine and polish clinical notes, letters, emails, and admin notes with AI assistance.
- Custom Note TemplatesCreate clinical note templates with text fields, checkboxes, multiple choice, body charts, and diagrams to match the way your practice documents care.
- Body Chart AnnotationDraw and annotate on body charts directly within clinical notes.
- Online Intake FormsSend custom intake, consent, and assessment forms by SMS or email, with responses automatically saved to the client record.
- Scored Forms & Progress ReportsScore assessment forms and track client outcomes visually over time.
- TelehealthHIPAA-compliant video consultations powered by Zoom, with in-app links, group sessions, and telehealth-type locations.
Communication
- Automated SMS & Email RemindersSend up to 3 automated SMS and email reminders per appointment with fully adjustable timing.
- 2-Way SMS ChatSend and receive real-time SMS conversations with clients directly inside Zanda, with messages synced to appointment and client records.
- Bulk MessagingSend bulk SMS and emails to targeted lists of clients.
- Automation & WorkflowsAutomate invoicing, appointment follow-ups, new client onboarding, recalls, and more.
- Communication TemplatesReusable email, SMS, and letter templates with merge fields for personalized outreach.
- Practice Hive Team ChatKeep your team connected with secure group chat, dedicated channels, file sharing, and real-time notifications.
- Targeted Automation FiltersFilter automations by client classification, status, practitioner, service, location, and more for precise targeting.
Practice Management
- Reporting & DashboardClient, financial, and practice reports with a real-time dashboard, Excel export, and date/practitioner filters.
- User Permission SettingsGranular access controls across calendar, billing, clinical, and admin areas.
- Practice Operations Manual100+ editable policies and procedures built for allied health so you can create your own practice manual inside Zanda.
- BizzyAI: InsightsGet instant insights about your clients or practice. Generate summary reports, referral letters, and emails using client history.
- Mobile FriendlyFull access on any mobile phone or tablet via browser without downloading an app.
- 2FA & ISO 27001 SecurityTwo-factor authentication, ISO 27001 certification, HIPAA, GDPR, and Privacy Act compliance, with audit log access.
- IntegrationsConnect Zanda to the tools you already use, including Xero, Stripe, Mailchimp, Google Calendar, Medicare, and Physitrack.
Scheduling
- Easy Client AppointmentsCreate and manage client appointments for each client session.
- Recurring AppointmentsSet recurring appointments in just a few clicks and easily update a single session, future appointments, or the entire series as schedules change.
- Group AppointmentsCreate and manage group appointments with multiple participants, invoicing, and individual reminders.
- Drag-and-Drop CalendarQuickly move appointments and adjust session times directly from the calendar with simple drag-and-drop scheduling.
- Waitlist ManagementStore waitlist preferences and send available times to clients via SMS to fill cancellations automatically.
- Appointment Conflict AlertsA notification alert signals conflicts between new and existing appointments when scheduling.
- Calendar SyncSync your Zanda calendar with Google, Outlook, and Apple Calendar.