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

It makes the admin very manageable for me as a sole worker, sole trader. I think it's reduced the amount of clutter that I have.

Belinda Scott, Owner
Bel Scott Counselling Pty Ltd

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

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 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

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

Great features, also the resources in the practice manual made it easy for me to set up my business.

Jesse Turner J.T

Make the most of your day, start with Zanda

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