Free Self-Assessment
How Healthy is Your Practice Quiz

In today’s ever-changing healthcare landscape, knowing where your practice stands is more important than ever. Find out where you’re thriving and where to focus next.
- ✓ Assess your practice across 8 Key Performance Metrics
- ✓ Evaluate Team Dynamics, Operational Processes, and Financial Health
- ✓ Gauge your Future Readiness and spot gaps before they become problems
- ✓ Get actionable insights to boost profitability and long-term sustainability
- ✓ Suitable for solo practitioners and multi-location clinics alike
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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.
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