Free eBook

A Guide to Enhancing Practice Efficiency with Healthcare Automation

Too much admin, not enough client time? This guide shows allied health practitioners how to automate the repetitive work so you can focus on the care that matters.

✓ Understand what healthcare automation is and why it’s a game-changer for your practice
✓ Set up online booking, client portals, and waitlist automation that run without you
✓ Automate SMS and email reminders to cut no-shows and late arrivals
✓ Streamline billing, claims, and payment collection with integrated tools
✓ Use treatment note and letter templates to cut documentation time significantly
✓ Build a Practice Operations Manual so your systems are replicable and not locked in your head

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Your admin? Already done.

Zanda is practice management software with AI inside. More time for clients. More time for you.

Billing & Payments

Invoicing & Receipts
Branded invoices and receipts with flexible line items, custom text, and multiple payment methods.
Stripe Payments
Accept card payments in-account and through the client portal via Stripe, ensuring card details are stored securely.
Session Packs
Create and manage session pack templates to track prepaid sessions, hours, or amounts.
Statements & Superbills
Combine multiple invoices into a single statement or superbill for clients or insurers.
Xero Integration
Export invoices and payments to Xero for seamless bookkeeping.
Medicare / DVA / NDIS Claiming
Built-in support for Australian claiming workflows including Medicare, DVA, and NDIS billing.
US Insurance Billing
Supports US clearinghouse integration and insurance billing workflows for American practices.

Client Portal

Online Self-Scheduling
Clients can book, reschedule, or cancel their own appointments 24/7 right through the client portal with no phone call needed.
Portal Payments
Clients can pay for appointments online at the time of booking or later through the portal.
Portal Forms
Clients can access, complete, and submit intake forms directly from their portal.
Client Documents & File Sharing
Share files with clients and let them securely upload documents back to your practice, accessible from both the app and the client portal.
Self-Serve Waitlist
Let clients add themselves to your waitlist directly from the portal, reducing admin burden and ensuring your schedule remains full.
Client Portal Branding
Customize your portal with your logo, color scheme, and banners to create a seamless branded experience for clients.
Google Analytics Integration
Connect Google Analytics to your client portal to track booking sources and client behavior.

Clinical

BizzyAI: Scribe
Transcribe live sessions and create clinical notes in your style to save about an hour of admin time per day.
BizzyAI: Refine
Refine and polish clinical notes, letters, emails, and admin notes with AI assistance.
Custom Note Templates
Create clinical note templates with text fields, checkboxes, multiple choice, body charts, and diagrams to match the way your practice documents care.
Body Chart Annotation
Draw and annotate on body charts directly within clinical notes.
Online Intake Forms
Send custom intake, consent, and assessment forms by SMS or email, with responses automatically saved to the client record.
Scored Forms & Progress Reports
Score assessment forms and track client outcomes visually over time.
Telehealth
HIPAA-compliant video consultations powered by Zoom, with in-app links, group sessions, and telehealth-type locations.

Communication

Automated SMS & Email Reminders
Send up to 3 automated SMS and email reminders per appointment with fully adjustable timing.
2-Way SMS Chat
Send and receive real-time SMS conversations with clients directly inside Zanda, with messages synced to appointment and client records.
Bulk Messaging
Send bulk SMS and emails to targeted lists of clients.
Automation & Workflows
Automate invoicing, appointment follow-ups, new client onboarding, recalls, and more.
Communication Templates
Reusable email, SMS, and letter templates with merge fields for personalized outreach.
Practice Hive Team Chat
Keep your team connected with secure group chat, dedicated channels, file sharing, and real-time notifications.
Targeted Automation Filters
Filter automations by client classification, status, practitioner, service, location, and more for precise targeting.

Practice Management

Reporting & Dashboard
Client, financial, and practice reports with a real-time dashboard, Excel export, and date/practitioner filters.
User Permission Settings
Granular access controls across calendar, billing, clinical, and admin areas.
Practice Operations Manual
100+ editable policies and procedures built for allied health so you can create your own practice manual inside Zanda.
BizzyAI: Insights
Get instant insights about your clients or practice. Generate summary reports, referral letters, and emails using client history.
Mobile Friendly
Full access on any mobile phone or tablet via browser without downloading an app.
2FA & ISO 27001 Security
Two-factor authentication, ISO 27001 certification, HIPAA, GDPR, and Privacy Act compliance, with audit log access.
Integrations
Connect Zanda to the tools you already use, including Xero, Stripe, Mailchimp, Google Calendar, Medicare, and Physitrack.

Scheduling

Easy Client Appointments
Create and manage client appointments for each client session.
Recurring Appointments
Set recurring appointments in just a few clicks and easily update a single session, future appointments, or the entire series as schedules change.
Group Appointments
Create and manage group appointments with multiple participants, invoicing, and individual reminders.
Drag-and-Drop Calendar
Quickly move appointments and adjust session times directly from the calendar with simple drag-and-drop scheduling.
Waitlist Management
Store waitlist preferences and send available times to clients via SMS to fill cancellations automatically.
Appointment Conflict Alerts
A notification alert signals conflicts between new and existing appointments when scheduling.
Calendar Sync
Sync your Zanda calendar with Google, Outlook, and Apple Calendar.

See what practitioners are saying about Zanda

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

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

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 love the way we can integrate the practice manual. Also, the AI is great.

Karen-HHC

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

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

Make the most of your day, start with Zanda

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