Workflow Automation Software for Healthcare Practice Management

Before Zanda, we had Excel spreadsheets and Word docs on a shared drive. Clients were waiting on the list for 2 years with no updates. Now every SMS, every email, every note is in one place automatically.

Moving to Zanda and having the templates and automations set up freed me to do calls, social media, and other things which I would normally have to stay up until 1 or 2 in the morning to do.

Before automations, I was on the phone every afternoon after a visit, manually texting reminders one number at a time. Now my templates and automations do all of that and it's freed me up to actually grow the business.

Zanda allows us to concentrate on what we do best! We absolutely love Zanda. After initial Zanda training, all our counsellors have reported that the system is easy to understand and to work with. Implementation (even for non techies) has been and continues to be a piece of cake :) All our client information is automated and in one place - clients fill in their intake forms (admin and clinical) and weekly assessment forms, while they receive appointment reminders in return. Since moving over to Zanda our no-shows are down to near zero! We also love the integration with Xero - this has reduced our admin time, which means that we have more time to actually see clients.

Zanda has done a great job of payment integration, ease of communicating with clients, online forms for new clients and ease of ending invoices and statements etc. The stand-out feature that has transformed workflow is payment integration. No more messing with EFTPOS machines.

I moved to Zanda a couple of months ago and, having trialled several different platforms, this one is by far the best for my sole trader UK counselling practice. Even in the short time that I have been with Zanda, they have made some significant improvements. The things I especially like are the automated emails to chase up payments, the ease with which you can send invoices and manage payments (I'm not so fond of the 55p that Zanda charges for every transaction, on top of the Stripe fees), and the calendar filters so you can see if there are any outstanding notes or unpaid invoices. You can also set your own flags and filter on these. The icons on the calendar view mean that you can see a lot of information on one screen. Navigation is also extremely simple and intuitive. Zanda is a complicated system, although easy to learn, and so it is probably capable of much more than I realise even now. I have no plans to leave!

I like the simplicity of how our Zanda appointments sync to my Google calendar. Automated emails on booking and and reminders reduce administration. Easily integrated the online portal into my website and Facebook.

I love the whole diary/booking system, especially synced with my Google calendar and Xero. Also, the easiness of creating forms and sending standardized emails. The auto-reminders are awesome! Much better client retention and fewer no-shows! I spend a lot less time trying to get my calendar organized, and I can concentrate on the real work :)

I LOVE Zanda! It has allowed me to run my clinic with little administrative support. The two-way SMS feature is a game-changer & allows efficient communication with clients. The diary is so easy to work with & the customisable note & letter templates help create a smooth workflow. The drag & drop feature for adding files is also great. The customer support is incredible - every query is responded to quickly, with continuity of care (emails come from a real person & you can reply to them by return email). All this for a fraction of the cost of other EHRs. Did I mention the excellent data security too? Your data is yours & can be downloaded or deleted with ease. My patients love the portal too. It gives them choice & saves me lots of time. Highly recommend.

I have been using Zanda for over 8 years, and left admin support behind when I switched over to it. Once set up it is so easy to use and user friendly. Any support questions are responded to quickly. I love the automated sms reminders, that bookings change colour once theyre confirmed by clients and being able to directly process clients Medicare rebates and Medicare bulk billing. The reports it provides are very useful, as is the ability to click a button to see how many appointments a client has attended since their last referral. Clients love the capacity to be able to book online. Overall a brilliant system.

Zanda has been a life changer for me as a psychologist doing my own admin, reception, etc! The automatic SMS reminders asking for confirmation of appointments has cut down admin time. The ability to enter different locations is very helpful, being able to enter 'school', 'home visit', 'park', 'Zoom', etc.

Zanda has solved several key challenges in my practice. It allows clients to book their own appointments online, which has saved a huge amount of administrative time and reduced back-and-forth emails. It also automates many day-to-day processes — from reminders and invoices to reporting — which means my business runs far more smoothly and efficiently. Overall, its helped me streamline operations, improve client experience, and focus more on therapy rather than admin.

Zanda has helped my practice alot, with automated SMS reminders and a great calendar system I'm saving time in these areas.

One major component you'll need in private practice is a HIPAA compliant EHR that is easy to use. I love using Zanda because I've been able to automate a lot of simple tasks. For example, when someone schedules their very first appointment, they automatically get an email w/ links to complete the intake forms specific to them. Automating as much as you can saves so much time & just makes me happy thinking about it.

Easy to set up, I liked the forms templates which I customised to suit my private practice. I was able to create an automatic response, and a new client intake form is sent out automatically when a new client books. Plus it has an integrated payment system. So far I'm impressed with the intuitive way that it is set up. The help info online and customer support has exceeded my expectations so far.

Organization is helpful, invoicing is awesome, super easy. Love the online forms and automatic import to file - one less thing I have to do! I love how files and info is stored and how my calendar looks.

Zanda templates are awesome too! They have a vast library of templates that you can use or edit to make your own. You can also start from scratch and create your own templates for client notes, email automation, and forms. I am very pleased that when a client registers for the client portal, they will receive an automatic email with the client forms they need to complete prior to their appointment with me.

Zanda is an excellent resource to have. It is very efficient for scheduling appointments, and it makes writing notes as easy as can be. Zanda makes billing and invoicing seamless. The automated appointment reminders are an excellent tool that Zanda incorporates. Overall, Zanda is a reliable and easy resource that I highly recommend and will continue to use in daily practice.

My clients are now able to use the Client Portal to make, amend and delete their appointments, depending on my cancellation policy. I have almost no 'No Shows' due to the automatically generated email reminders. My clients are more self sufficient by timing their appointments themselves and not feeling pressured for example straight after the session to arrange the next one.

It is solving the time problem. All the important functions are automated and we can customise different functions and templates to our needs.

Lots of automations that make admin easy. Lots of developments over time that continue to improve the software. Lots of engagement with users to figure out what people want and need out of the software.

I am a psychologist and have been using Zanda for 6+ years and have found it easy to use and have particularly liked how the program has continued to develop with new features being added regularly. As a sole practitioner with no admin support I really value all of the automation in the program that reduces my admin time.

So far, so good. The site is user friendly and the set up instructions are clear to follow as they are broken down into step by step instructions. At present, I am liking their automation options as it helps to save time. Hoping more automation options become available.

Invoices, automations for email sending, forms, appointment reminders, even a Practice Manual with policies that you can amend to suit your clinic.