Once the basics are set up, let’s have a deeper look into the available functionality designed to help you manage the business more efficiently:
Managing Practitioners and Users
- For additional security when accessing the account, activate 2-Factor Authentication for you and the other users.
- Follow the steps provided here when a practitioner leaves the practice.
- The Log File feature will allow you to track user activity in the account.
- In addition to the Log File, there are Activity Logs available for each invoice, appointment, session note, and online form (the note and online form logs can be found at the bottom-right corner of each note and form)
- For the ease of managing multiple Zanda accounts with one user login, please consider linking them to one main account.
Managing Your Account Subscription and Data
- You can
- check your current subscription plan,
- manage your optional add-ons,
- view, download, or print invoices and receipts,
- and update credit card details directly from your account. 2. If you need to close or suspend your Zanda account, please follow the instructions provided here. 3. We can help you transfer data between Zanda accounts. 4. You can download a copy of your data via the Data Export feature at any time. 5. Please note that we don’t accept bank transfers for Zanda subscription and add-ons payments.
Using the Reports Feature
- Start with the overview of the available reports.
- Learn about using the Report Filters and Grouping Reports.
- The Client Reports will help you learn more about your clients and referrers.
- The Financial Reports will allow you to keep the accounting in order.
- The Practice Reports will help you manage the other aspects of the business.
- The Advanced Search functionality will help you generate lists of clients, referrers, contacts, and third parties for bulk profile updates and bulk communication.
- The Practice Dashboard offers an overview of your practice performance.
Managing Invoices and Payments
Please have a proper look at this collection of knowledgebase articles that cover everything you need to know about managing invoices, payments, receipts, and statements.
Setting Up Your Practice Manual
Each Zanda account is provided with over 100 ready-to-go policies and procedures that can be modified to suit your needs and provide you with the complete Practice Manual for your business. This article introduces the Practice Manual and teaches you to use it to your advantage.
Setting Up Automations
There are five functional types of automations available, and you can create an unlimited number of automations for each type.
You can access more information on the specific automation types in the following articles: