Zanda

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A Guide to Enhancing Practice Efficiency with Healthcare Automation

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. Store card details securely and collect payments at the time of booking.
  • 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 view availability and book, reschedule, or cancel their own appointments 24/7.
  • 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
    Share files with clients and let them upload documents back to your practice securely.
  • Waitlist from Portal
    Clients can add themselves to the waitlist from the portal if enabled.
  • Portal Branding
    Customise the portal with your logo, colors, and banners to match your practice.
  • Google Analytics Integration
    Connect Google Analytics to your client portal to track booking sources and client behavior.

Clinical

  • BizzyAI: Scribe
    Transcribes live sessions and creates clinical notes in your style — saving practitioners ~1 hour per day.
  • BizzyAI: Refine
    Refine and polish clinical notes, letters, emails, and admin notes with AI assistance.
  • Custom Note Templates
    Build templates with text areas, checkboxes, multiple choice, body charts, and diagrams.
  • Body Chart Annotation
    Draw and annotate on body charts directly within clinical notes.
  • Online Intake Forms
    Custom forms for intake, consent, and assessments sent by SMS or email — responses auto-save to the client record.
  • Scored Forms & Progress Reports
    Score assessment forms and track client outcomes visually over time.
  • Telehealth
    HIPAA compliant and ISO 27001 certified video conferencing powered by Zoom.

Communication

  • Automated SMS & Email Reminders
    Send up to 3 automated SMS and email reminders per appointment with fully adjustable timings.
  • 2-Way SMS Chat
    Communicate with clients in real-time back-and-forth text conversations, synced to appointment records.
  • Bulk Messaging
    Send bulk SMS and emails to targeted lists of clients from within Zanda.
  • 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 personalised outreach.
  • Practice Hive Team Chat
    Secure group chat and channels for your team, with file sharing and notifications.
  • Targeted Automation Filters
    Filter automations by client classification, status, practitioner, service, location, telehealth type, 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 practices — ready to use from day one. Use BizzyAI: Refine to polish and customise policies with AI.
  • BizzyAI: Insights
    Get instant insights about your clients or practice. Generate summary reports, referral letters, and emails using client history — no manual searching required.
  • Mobile Friendly
    Full access on any mobile phone or tablet via browser — no app download required.
  • 2FA & ISO 27001 Security
    Two-factor authentication, ISO 27001 certification, HIPAA, GDPR, and Australia's Privacy Act compliance, with audit log access.
  • Integrations
    Connect with Xero, Stripe, Mailchimp, Google Analytics, Physitrack, and more.

Scheduling

  • Easy Client Appointments
    Create and manage client appointments for each client session.
  • Recurring Appointments
    Easily recur an appointment based on the specified intervals. Edit or delete one, one and the following, or all appointments in the series.
  • Group Appointments
    Create and manage group appointments with multiple participants, invoicing, group communication, and individual reminders.
  • Drag-and-Drop Calendar
    Move appointments and adjust start/finish times directly on the calendar by dragging.
  • 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

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
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
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
Life changing. [Describing BizzyAI in one sentence to a colleague]
Mikha Roos
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
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

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