Zanda Knowledge Base
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Video Tutorials
Learn how to use Zanda with our easy, step-by-step video tutorials.
Getting Started With Zanda
Account Management
Practice Management
Communications
Appointments
Invoices and Payments
- Video: Adding Client Discounts
- Video: Adding Diagnosis Codes to Superbills (US-only)
- Video: Adding Payments to Invoices
- Video: Adding Services and Products
- Video: Creating Statements Billed To A Third Party
- Video: Creating Statements Billed To Clients
- Video: Generating Invoices for Group Appointments Automatically
- Video: Generating Quotes
- Video: Getting Started with Superbills (US-only)
- Video: How to Set up and Use Session Packs
- Video: Making a Sale Without Appointment
- Video: Managing Billing To Contacts
- Video: Managing Billing to Third Parties
- Video: Managing Diagnosis Codes
- Video: Managing Insurers and Billing Insurance Companies
- Video: Managing Prepaid Session Packs
- Video: Monthly Statements Automation
- Video: Selling Gift Vouchers
- Video: Setting Up and Using Taxes
- Video: Transferring Integrated Payments Between Payees and Invoices
- Video: Updating or Removing Session Packs
Client Records - Notes, Forms, and Files
Client Portal
Integrations
- Video: How To Use Medicare and DVA Payment Reports (AU only)
- Video: Managing Integration with Xero
- Video: Managing Outlook Calendar Integration
- Video: Managing Stripe Integration - Single Default Account
- Video: Managing Stripe Integration With Multiple Practitioner Accounts
- Video: Setting Up Medicare (AU) Claiming