Patient CRM for Your Clinic
Streamline your practice with Patient CRM software built to centralize care and support your daily workflow.
Why your clinic needs a patient CRM
Manage patient records and relationships seamlessly with our allied health CRM system.
Centralized client records
Tired of switching between folders, spreadsheets, and emails? Zanda brings client records together into one intuitive system. You’ll have everything you need to keep your day running smoothly:
- Personal and contact information
- Treatment plans
- Appointment history
- A complete log of files and messages
Integrated notes and task management
Zanda makes managing clinical notes and daily tasks easy. Everything is organized, trackable, and simple to access—keeping you in control. Your workflow essentials are right where you need them:
- Custom note templates
- Progress and session notes
- Actionable task tracking
Privacy first: HIPAA-compliant CRM
Data protection is part of delivering responsible care. Our HIPAA-compliant CRM for clinics safeguards your data with encryption and access controls that strengthen your practice security without adding friction. Every account includes:
- Secure login with two-factor authentication
- Encrypted data storage
- Role-based access and permissions
Healthcare CRM software for complete client management
Get more from client relationship management in healthcare with tools to record, organize, and personalize every part of the client journey.
Basic details
Capture the essentials, including name, address, date of birth, and contact information.
Contacts
Keep track of client contacts including parents, partners, children, and next of kin.
Insurance
Log insurance information securely, including private health plan details and any other required coverage data.
Referrals
File referral information including provider numbers, referral type, and valid duration.
Appointments
View appointment history, including past visits, upcoming bookings, and attendance records.
Invoicing
View all billing details like paid invoices, pending amounts, and transaction history.
Classifications
Tag clients with custom classifications such as demographic information, language preferences, or health status. Use filters and run reports to better understand your clients' needs.
Preferences
Save client preferences like preferred services, invoice payee, reminder methods, and other personalized settings.
BizzyAI: Insights
Coming soon! Draw on insights from client history to create summary reports, referral letters, emails, and other documents more efficiently than ever.
File tagging
Label files with unique tags that make organizing and retrieving your documents easier.
Multiple gender options
Support inclusive care by setting custom gender options that reflect your clients' lived identities.
Waitlists
Add clients to waitlists and manage availability based on cancellations, practitioner schedules, or service demand
Client diagnoses
Record and manage diagnoses with ICD-10 or custom codes, and add them to invoices when needed.
Online forms
Use online forms to capture insurance information, credit card details, file uploads, and special fields that sync with client profiles.
Communication
Manage client SMS and email communication using templates, create and share letters with referrers and third parties, and store communication history securely.
