Zanda

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A Guide to Getting Started with Group Therapy

A Guide to Getting Started with Group Therapy

Group therapy can transform your practice with more clients served, better outcomes, and a more sustainable income. This guide shows you how to get started confidently.

  • ✓ Understand the different types of group therapy and which suits your practice
  • ✓ Learn how to select members, set group size, and establish ground rules
  • ✓ Navigate confidentiality, ethics, and managing group dynamics with confidence
  • ✓ Keep sessions fresh with activity ideas, themes, and engagement strategies
  • ✓ Measure progress and adapt your approach based on real feedback
  • ✓ See the research: group therapy is as effective as individual therapy for many conditions
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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

Since I have started using Zanda, my practice runs so much smoother, far less no shows with email and text reminders. Also, a much easier way to keep track of unpaid invoices.
Jodie Ward
The interface is really user-friendly, it has great features that are needed for Private Practice and great customer support. I especially love the client profile section and the fact that it's easily adaptable to any client base (such as minors and couples!). You can add contacts to get appointment reminders as well as the client themselves and you can add an emergency contact.
Kim Simmons
"95% of my notes are now done inside the session window. That's a huge amount of time I used to spend catching up on weekends and evenings.
Shalav, Solo Private Practice
Psychologist
It was surprisingly easy and surprisingly quite seamless… especially because the way that I do work is probably more of a niche within the chiropractic field.
Chiropractor Kathryn Theodosis, Owner
Chiropractor
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
It's easy to keep track of a lot of different letters or reports that are sent, and also reports that have come in.
Ben Taylor, The Deepwater Practice
Psychologist

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