What is Practice Management Software?
Practice management software (PMS) refers to a type of software system that helps healthcare and medical practices streamline their operations. It can manage everything from patient records and scheduling to billing and claims processing. By automating these processes, practice management software can free up staff time to focus on more critical tasks – such as patient care.
As a leader in practice management software, Zanda helps health practices across the globe improve their efficiency and productivity.


What are the Benefits of Practice Management Software?
Adopting a practice management system (PMS) allows healthcare practices to experience real transformation and a step-change in how they deliver healthcare services.
A good PMS is designed to make the work of healthcare providers and admin staff easier and more efficient and should make running a healthcare practice enjoyable.
10 ways that practice management software will shape and improve your health practice…
Who Does Practice Management Software Benefit?
1 Streamlined Operations
Practice management software streamlines administrative tasks, improves workflow and enhances efficiency.
2 Improved Financial Management
The software provides integrated invoicing, billing and payment solutions, ensuring smooth financial operations for your clinic.
3 Enhanced Productivity
By automating routine tasks, practice management software frees up time for your staff to focus on core responsibilities, driving greater productivity.

1 Convenient Appointment Booking
Practice management software offers online booking capabilities, allowing patients to schedule appointments easily and conveniently.
2 Seamless Communication
A practice management system facilitates smooth communication channels, enabling timely and efficient interactions between your clinic and patients.
3 Personal Care
With comprehensive patient records accessible at their fingertips, the software empowers your team to provide tailor-made care.

1 Increased Profitability
Running a practice with solid financial management systems in place, the ability to market services, and proper controls positions the practice well for profitability and an ability to continue operation in the long term.
2 Residual Value
Practice management software supports the creation of a self-sustaining practice that can generate residual value. This allows owners to take a step back while the business thrives.

1 Reduced Workload
Practice management software automates repetitive tasks, reducing the administrative burden on your staff and freeing their time to concentrate on more impactful activities.
2 Streamlined Record-Keeping
A practice management system creates a central repository for patient records, simplifying storage and retrieval processes and leading to efficient record-keeping.
3 Enhanced Task Management
The software offers features like appointment scheduling, reminders, message sending and task tracking, facilitating smoother task management for your administrative staff.

Benefits for All Practice Sizes
1 Improved Time Management
Practice management software streamlines tasks, allowing solo practitioners to manage their practice efficiently and allocate more time to patient care.
2 Comprehensive Patient Records
The software enables solo practitioners to maintain accurate and detailed patient records, improving care coordination and continuity.
3 Financial Efficiency
With integrated billing and invoicing, solo practitioners can manage their financial operations seamlessly, guaranteeing accurate and timely payments.

1 Team Management
Practice management software helps larger practices efficiently manage teams, including staff scheduling, task assignments and communication to foster better collaboration.
2 Efficient Payment Processing
The software simplifies payment collection and processing, streamlining financial transactions.
3 Comprehensive Reporting
Practice management software provides detailed reports and analytics. This offers valuable insights into the practice’s performance and individual practitioner results, enabling data-driven decision-making.

Benefits for…
Easy Referral Management

Easy Communication
Practice management software makes managing incoming and outgoing referrals simple. It can quickly generate communication letters to send to referring and receiving providers.

Referral tracking
With a practice management system, clinics can easily keep track of referrals. Reports can be generated to monitor referrer and patient status, giving practitioners an up-to-date overview of all referrals.

Easy Booking
Practitioners can quickly schedule appointments for any referred patients through the software, or allow for booking through the Client Portal, which allows for prompt and well-coordinated care.
What are the Benefits of Practice Management Software?
How can practice management software improve patient care?
Practice management software improves patient care by streamlining operations and enhancing communication. It allows for efficient appointment scheduling, automated reminders, and serves as a central point for patient records.
This powerful combination creates smoother workflows, freeing up time for the team to provide more personal care. Practice management systems also facilitate Telehealth services, enabling remote consultations and broader healthcare access.
What is the benefit of scheduling with a practice management system?
Scheduling with practice management software offers quick and easy appointment management. The availability of practitioners, certain types of practitioners, or specific services can be seen at a glance – in a weekly or daily view. Practice management software takes this further by simplifying the process of scheduling tasks and sending reminders, enhancing your clinic’s time and resources. This further reduces no-shows, improves patient punctuality and improves overall scheduling efficiency.
How does a practice management system improve office efficiency?
A practice management system improves office efficiency in a health clinic by automating administrative tasks, eliminating manual paperwork, and reducing human error. In addition, it provides a central repository for patient records, simplifies billing and payment processes, and provides real-time insights into practice performance. These features enhance productivity, streamline workflows, and enable informed decision-making, ultimately leading to a marked improvement in the efficiency of your clinic.

What is the Purpose of Practice Management Software?
Practice Management Software is the heart and brain of a health practice. It’s the system that manages everything from appointments to reminders, invoices, notes, waiting lists, forms, communications, Telehealth and even the operating manual.

Streamlined Healthcare Management
Streamlined Healthcare Management
Practice Management Software is the heart and brain of a health practice. It’s the system that manages everything from appointments to reminders, invoices, notes, waiting lists, forms, communications, Telehealth and even the operating manual. Practice management software makes it easier to provide health services to more people with less administration.
On the other hand, practices without proper practice management software in place are left unprepared and vulnerable when treating patients and managing healthcare data, as they scramble between disjointed tools that are not specifically designed for health patient management.
Less Time Spent on Practice Admin
Less Time Spent on Practice Admin
As health practitioners, we’re passionate about providing great service and positive outcomes for our patients. But the business of running a health practice can sometimes get in the way, and running a private practice can mean a lot of extra admin work. A good practice management system should reduce the time spent on administration and help practice owners and their teams to reclaim their time.
Empowering Health Practices
Empowering Health Practices
At Zanda, we believe that it’s possible to run a successful practice and provide amazing health services, while also having plenty of personal time to spend with family, friends, or on other passions. In fact, our overriding goal is to create empowered and powerful health practices that benefit practice owners, their teams, and their communities.
Empowering Health Practices
Our practice management software is based on our goal to “empower health practices”. We believe health practice owners should…
Have the power to do as little admin as possible
Have the power to be financially rewarded for their service and sacrifices
Have the power to build an asset that has real value and can operate without the owner
Have the power to grow if they want to
Have the power to provide positive health outcomes for their patients
Have the power to spend time on their passions
These 6 components work together to make health practices and their teams successful in the long-run.
Key Features of Practice Management Software
Practice management software is packed with features that make it easier to manage and grow a practice. These key features include:
How to Select the Right Practice Management Software
When selecting practice management software for your business, there are a few critical factors to consider:
Security – ISO 27001 Certification
Give preference to software solutions certified in the ISO 27001 standard for information security management.
This certification ensures adherence to the top global standards for the protection and secure handling of data, which provides a reliable foundation for your practice’s confidentiality.
Must-have Feature
Before deciding, identify the essential features for your practice. They could include appointment scheduling, patient records management, billing, reports, and an operating manual.
Choosing the key features of a practice management system that align with your most important needs is vital.
Customer Support
Investigate the level of customer support the software vendor provides. Look for responsive and knowledgeable support teams that offer training resources and live technical assistance.
With adequate support, the initial implementation stage will be smoother, and you can relax knowing there will be help available if you encounter any bumps along the road.
Price / Value for Money
Consider the pricing structure of your chosen practice management system, including subscription fees and any additional costs.
Does the platform offer value for money based on the features, functionality and support provided? Is it a suitable investment for your practice’s size and needs?
Customer Reviews
It helps to take some time to explore the experiences of fellow healthcare professionals who have used the software.
Their reviews may offer insight into the software’s usability, reliability, and overall satisfaction, which helps you weigh the pros and cons of each platform.
Lock-in Contracts
If you need flexibility, think carefully before entering a long-term lock-in contract.
Look for software providers like Zanda that offer no lock-in contracts and a money-back guarantee, allowing you to try the software risk-free before making a final decision.
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How (+ When) to Implement Practice Management Software
Implementing practice management software is a significant milestone in the growth of any allied health practice. The question isn’t just about how to implement practice management software but also about when to do it. Understanding this timing can be the difference between a smooth transition and a chaotic implementation process.
When to Implement Practice Management Software
Timing is crucial when implementing practice management software. The best time is before the practice’s administrative tasks overwhelm the staff, impeding their ability to focus on patient care.
If you find that record-keeping, scheduling, billing, and reporting take too much time, consider practice management software. Another indicator is when the practice is experiencing substantial growth.
A practice management system can provide the structure to manage an increased patient load and streamline workflows.

How to Implement Practice Management Software
Implementing practice management software involves a few crucial steps:
Analysis
Start by determining the specific needs of your practice. Look at your workflow, and identify pain points and areas that need improvement.
Vendor Selection
Research and select a software vendor whose features align with your practice’s needs. Consider factors like features provided, cost, support, data security, and integration capabilities.
Data Migration
Transfer existing patient data and records into the new system. This process must be done carefully to prevent loss or corruption of data. Most software vendors should be able to do this for you.
Testing
Run a series of tests to ensure all features function correctly and data is displaying as it should.
Staff Training
Schedule training sessions for your staff to understand and navigate the software. These sessions are vital for successful implementation.
Going Live
After testing and training, you’re ready to fully implement the software. Prepare to address any unexpected issues that may arise in the early days. Don’t panic if things feel different at first. Within a few days, you’ll be wondering why you didn’t implement a practice management system years ago!
Common Challenges in Implementing Practice Management Software
Challenges that some practices may experience when transitioning to a new practice management system include:
Resistance to Change
Employees may resist shifting from familiar systems and ways of working to new software. Overcoming this requires clear communication about the benefits of the change and robust training to ease the transition.
Data Migration Issues
The transfer of existing data can seem complex. Ensure that your vendor offers comprehensive support during this critical stage. Zanda offers free data import services and assistance with this process.
Training and Technical Support
Insufficient training can lead to mismanagement of the system, and inadequate technical support can halt operations when issues arise.

What is the Difference between EHR and Practice Management Software
The distinction between Electronic Health Records (EHR) or Electronic Medical Records (EMR) systems and Practice Management Software lies in their primary focus and functionality. Here’s a breakdown:

EHR/EMR Systems
These systems primarily focus on capturing, storing, and managing patient health information.
They include features for clinical documentation, medical history and lab results. EHR/EMR systems are designed to support clinical workflows and enhance patient care by providing comprehensive health records accessible across healthcare settings.

Practice Management Software
This software focuses on the administrative and operational aspects within a healthcare practice.
It streamlines tasks like appointment scheduling, billing, claims processing, and financial management, while also housing patient healthcare data securely. Practice management software aims to improve practice efficiency, workflow coordination and revenue cycle management.
EHR vs. Practice Management
While both EHR/EMR systems and practice management software serve important roles in healthcare practices, their focus is slightly different:
See how Zanda’s Practice Management Software Works
In just over 4 minutes, you’ll see exactly how practice management software operates
Patient Data Security for Medical Practice Software
Zanda is not only a leading healthcare practice management platform chosen by practitioners worldwide, it’s also a pioneer in making healthcare data security the highest priority. Our unwavering commitment to security is deeply ingrained in our software development, operations and company ethos. We’ve taken comprehensive measures to address this issue and ensure the protection of patient information.
Global Security Standards
Worldwide Compliance
One crucial aspect of our security compliance is that Zanda operates in multiple countries, serving customers from around the globe. We are committed to upholding the highest standards of compliance across the regions we operate in, ensuring that all customers benefit from the highest levels of security. Among the global security standards for practice management software, ISO 27001 stands apart.
ISO 27001 Certified
Zanda proudly holds the ISO 27001 certification, a prestigious international standard that acknowledges our dedication to maintaining the highest global security benchmarks for healthcare data. We are among only a few Practice Management Software systems to achieve this certification, which reinforces our dedication to safeguarding the security of our customers’ health information.
By choosing Zanda, practitioners can rest assured that we comply with international health data security standards and have undergone external verification, assuring adherence to global data security best practices.

Comprehensive Data Compliance
In addition to ISO 27001, Zanda adheres to and complies with a range of other security and privacy standards to ensure comprehensive protection. These include:
HIPAA
Health Insurance Portability and Accountability Act: This US standard outlines security and privacy requirements for protecting patient health information.
GDPR
General Data Protection Regulation UK & EU: As mandated by the European Union, GDPR sets guidelines for data protection and privacy within the region.
The Privacy Act
Australia: This legislation outlines privacy protections and standards for handling personal information in Australia.
PIPEDA
Personal Information Protection and Electronic Documents Act: As a Canadian standard, PIPEDA governs the collection, use, and disclosure of personal information by private sector organisations.
CCPA
California Consumer Privacy Act: This Californian legislation grants consumers enhanced privacy rights and controls over their personal information.
POPIA
Protection of Personal Information Act: This South African legislation regulates the processing and protection of personal information.
Get Started Secure Your Data
With Zanda, practitioners can trust that their sensitive health data is secure and handled following the most stringent international standards and regulatory requirements.
See What Mental Health Practitioners Are Buzzing About
“I’ve used a number of different practice management systems and there’s no doubt that Zanda is best in class.”
Be Psychology and Mental Health
It’s been the best program to use. It makes life a whole lot easier. Especially when it comes to the messaging service.
Principal Clinical Psychologist
Psi Balance Psychology
Absolutely love Zanda! It is simple to use and makes my life easy. My clients love it too. Cannot recommend it enough.
Byford Physical Therapy
Best value for money and very convenient! We’ve used Zanda since 2015. It’s a lot better than other providers.
Inspire Physio Care
Excellent! Easy to use and train staff in its use. Far easier and nicer to use than software we’ve previously used.
David Walker Podiatry
Zanda is great for managing group sessions and the only software I found that allows this function. Excellent customer service also!
Top Talking Speech Pathology
Your service as always is amazing. Zanda is a pretty fantastic system – especially with the integration to Xero!
Here and Now Health
Best decision! It’s been a godsend using such a fabulous electronic diary and management software. It’s so easy to use.
Remedial Massage Therapist
Connective Energetics
It saves us lots of time in generating reminders and invoices for clients. It’s great for our business and reasonable in price.
Play on Words Speech Pathology
Zanda solves a lot of problems – we’re very happy. Very customisable. Great customer support from the onset.
Ships Physio
It saves us lots of time in generating reminders and invoices for clients. It’s great for our business and reasonable in price.
Play on Words Speech Pathology
Best decision! It’s been a godsend using such a fabulous electronic diary and management software. It’s so easy to use.
Remedial Massage Therapist
Connective Energetics
What features should I look for when choosing practice management software?
Some of the main features to look out for when comparing practice management software features are;
SMS appointment reminders, Telehealth, treatment notes, client intake forms, client booking portal, waiting list, letter and email templates, invoicing and billing, practice operations manual, and externally verified security certifications such as ISO 27001.

Does your practice need practice management software?
If you’re serious about running and growing a sustainable and professional health clinic, practice management software is practically essential. But you might not need it right from the start. Here are some indications that your health clinic needs practice management software:
- You have more than a handful of appointments per week
- You spend more than an hour on admin per week
- You want to set your clinic up to provide a professional patient experience right from the start – with online bookings, automated appointment reminders, online intake forms, etc
Typically, if you can answer ‘yes’ to any of these questions, using a practice management system will be a valuable investment that will ultimately save you money and help you operate your practice in the best way possible.

How do I know my practice management software is secure?
The best way is through actual certification in global security standards.
In the realm of practice management software, the most important global security standard is ISO 27001 and achieving this standard means that the software, and the company behind the software, are tested and verified against international standards, as providing the highest levels of security.
How Zanda Compares to Competitors – Better
Price, Better Security, Better Customer Service
You’ll find no shortage of options when it comes to practice management software. However, Zanda stands head and shoulders above the rest due to its incredible functionality, competitive pricing, exceptional security measures, and unparalleled customer service.
Our software is designed for practitioners by a practitioner. This translates into a user-friendly and intuitive platform packed with features that make your job easier. We are proud to have happy customers worldwide, and their outstanding feedback, combined with our longevity in the industry, speaks to the quality of our software.

An Unbeatable Price
Fair Pricing
At Zanda, we believe in providing high-quality, reliable service without breaking the bank. That’s why our pricing structure is based on the number of practitioners using your account, ensuring that you aren’t paying for services you don’t need.
All-Inclusive Plans
While many platforms tier their pricing models based on feature availability, with Zanda, you get access to all features, regardless of your plan level. Pricing plans and SMS costs are clearly communicated on our pricing page. What you see is what you get with Zanda.
*Remember, free practice management services might seem attractive, but they could be selling your data. With Zanda, your data is yours and yours alone!
Why Choose Cloud-Based Practice Management Software?
Are you deciding between a cloud-based or on-premise practice management system?
There’s a lot to consider but for many reasons, cloud-based software like Zanda offers numerous benefits like easy setup, reduced maintenance costs, seamless integrations, and accessibility from any device, anywhere with an internet connection.
Cloud Security
Some people worry about the security of cloud-based practice management systems, but the reality is that online systems actually offer far more security than locally installed counterparts.
Automatic Updates
With online systems, updates and backups are handled automatically, ensuring that your system is always up-to-date and your data is secure.
Disaster Protection
Plus, issues such as theft of computers or devices, fires, floods and other disasters, and hardware failures are greatly reduced.

Seamless Compatibility
What’s more, you won’t have to worry about compatibility issues as our software works across different devices and operating systems.
Access Anywhere
You can comfortably access your practice management system whether in the clinic on a laptop, at home on a tablet, or in between places on your mobile.
Enhanced Flexibility
This flexibility greatly enhances the experience of operating a health practice.
Migrating Data from Another Practice Management System
If you’re moving from one practice management system to another, you may be wondering if you need an IT team to assist!

Seamless Migration
The complexity of each migration differs, but a good practice management software company will make the transition easy.
Seamless Migration
The complexity of each migration differs, but a good practice management software company will make the transition easy.
Zanda provides a fast, free and comprehensive data import service which sets us apart from other software. Our dedicated team stands by customers, providing guidance throughout every step of the process, eliminating the need for IT assistance on your end.

Expert Data Handling
Once you’ve chosen Zanda, our team joins forces with you to provide guidance and assistance throughout the process of moving to the system.
Expert Data Handling
Once you’ve chosen Zanda, our team joins forces with you to provide guidance and assistance throughout the process of moving to the system.
You simply upload your existing data files (we help you access these), and our Data Import team starts work on getting the data ready for import. This team has expertise in handling and manipulating data, regardless of the complexity. So far, we’ve yet to encounter a data migration task that we couldn’t work with!

Comprehensive Onboarding
At the same time, the Customer Success team guides you in configuring your Zanda account, setting up users, calendars, practitioner availability, services, client portals, and more.
Comprehensive Onboarding
At the same time, the Customer Success team guides you in configuring your Zanda account, setting up users, calendars, practitioner availability, services, client portals, and more.
Our team can also provide training to your team members as needed, ensuring they’re confident and ready to use Zanda once the data import is complete.
Our primary mission is to provide a seamless transition with no stress! See more about our data import process here.
FAQs
What is practice management software?
Practice management software refers to a type of software system that helps healthcare and medical practices streamline their operations. It typically runs and houses; appointment bookings, patient records, treatment notes, Telehealth video calls, online client portal, invoices, payments, reporting, a practice operations manual and more.
What does practice management software do?
Practice management software helps streamline and automate various administrative and clinical tasks within a healthcare practice. It manages crucial aspects such as appointment scheduling, maintenance of patient records, billing, reporting, and even patient communication. By using practice management software, healthcare providers can improve efficiency, reduce manual paperwork, enhance patient care, and ultimately save time and resources.
Can practice management software be integrated with other healthcare technologies?
Yes, practice management software can often be integrated with other healthcare technologies. Zanda, for example, is designed to seamlessly integrate with a variety of other systems. These include popular platforms such as Xero, Stripe, Physitrack and Mailchimp. These integrations help to create a comprehensive, all-in-one solution for managing all aspects of a healthcare practice, increasing efficiency, and creating a smoother workflow.
What’s the importance of practice management software (PMS) in healthcare?
Practice Management Software (PMS) supports nearly every part of a healthcare practice, from client registration to billing and accounting. The main purpose of PMS is to streamline administrative tasks and make practice management easier. It improves efficiency by integrating functions like appointment scheduling, billing, and client registration into a single platform. This saves time and reduces errors associated with manual entry.
PMS also enhances client communication through automated reminders and messaging features. It supports clients so they’re more engaged and informed about their healthcare. Equally important, PMS offers data-driven insights, allowing healthcare practices to make informed decisions based on trends and financial performance. This capability to easily analyze and interpret data is critical to optimizing practice operations.
What types of PMS solutions are available?
There are many Practice Management Software (PMS) solutions available for allied healthcare. At a broad level, these can be classified into Electronic Medical Records (EMR) and Electronic Health Records (EHR). While both systems are designed to store patient information digitally, EMRs are focused on the medical data and history of clients within one practice. On the other hand, EHRs are designed for sharing client information across different healthcare organizations.
Beyond this, PMS solutions vary in terms of functionality, with some offering specialized features like telehealth, which has become increasingly important as a flexible care option. There are also all-in-one systems that not only include EMR/ EHR functionalities but also integrate billing, scheduling, and communication tools, offering a comprehensive platform for practice management. On the other hand, there are more basic systems that focus on specific aspects of practice management, like software designed just for clinical notes.
How does PMS enhance patient care?
The integration of Practice Management Software (PMS) into healthcare operations can enhance client care. By automating administrative tasks, PMS frees up healthcare professionals to spend more time with clients, leading to better healthcare outcomes. Efficient record-keeping is another critical feature of PMS that contributes to improved care. With all client information stored in a centralized system, healthcare providers can easily access comprehensive client histories.
PMS also streamlines appointment scheduling and management, reducing wait times and enhancing the client experience. On top of these benefits, the software’s communication tools play a vital role in client care. By facilitating efficient communication between healthcare providers and clients, PMS keeps clients well-informed about upcoming appointments. This improved communication can improve adherence to treatment and overall satisfaction. Overall, the use of PMS in healthcare settings leads to a more organized, efficient, and client-centered approach to care delivery.