Zanda

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A Guide to Starting a Private Practice in Allied Health

A Guide to Starting a Private Practice in Allied Health

Starting your own allied health practice can be one of the most rewarding decisions you make. This guide walks you through every step, from research to your first client.

  • ✓ Conduct market research and identify your niche before you open your doors
  • ✓ Plan your finances, explore funding options, and write a business plan that works
  • ✓ Find the right location and make smart staffing decisions from day one
  • ✓ Choose practice management software that grows with your practice
  • ✓ Set up internal systems for client management and smooth day-to-day operations
  • ✓ Build a digital and offline marketing strategy that brings clients to you
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Zanda is practice management software with AI inside. More time for clients. More time for you.

Billing & Payments

  • Invoicing & Receipts
    Branded invoices and receipts with flexible line items, custom text, and multiple payment methods.
  • Stripe Payments
    Accept card payments in-account and through the client portal via Stripe, ensuring card details are stored securely.
  • Session Packs
    Create and manage session pack templates to track prepaid sessions, hours, or amounts.
  • Statements & Superbills
    Combine multiple invoices into a single statement or superbill for clients or insurers.
  • Xero Integration
    Export invoices and payments to Xero for seamless bookkeeping.
  • Medicare / DVA / NDIS Claiming
    Built-in support for Australian claiming workflows including Medicare, DVA, and NDIS billing.
  • US Insurance Billing
    Supports US clearinghouse integration and insurance billing workflows for American practices.

Client Portal

  • Online Self-Scheduling
    Clients can book, reschedule, or cancel their own appointments 24/7 right through the client portal with no phone call needed.
  • Portal Payments
    Clients can pay for appointments online at the time of booking or later through the portal.
  • Portal Forms
    Clients can access, complete, and submit intake forms directly from their portal.
  • Client Documents & File Sharing
    Share files with clients and let them securely upload documents back to your practice, accessible from both the app and the client portal.
  • Self-Serve Waitlist
    Let clients add themselves to your waitlist directly from the portal, reducing admin burden and ensuring your schedule remains full.
  • Client Portal Branding
    Customize your portal with your logo, color scheme, and banners to create a seamless branded experience for clients.
  • Google Analytics Integration
    Connect Google Analytics to your client portal to track booking sources and client behavior.

Clinical

  • BizzyAI: Scribe
    Transcribe live sessions and create clinical notes in your style to save about an hour of admin time per day.
  • BizzyAI: Refine
    Refine and polish clinical notes, letters, emails, and admin notes with AI assistance.
  • Custom Note Templates
    Create clinical note templates with text fields, checkboxes, multiple choice, body charts, and diagrams to match the way your practice documents care.
  • Body Chart Annotation
    Draw and annotate on body charts directly within clinical notes.
  • Online Intake Forms
    Send custom intake, consent, and assessment forms by SMS or email, with responses automatically saved to the client record.
  • Scored Forms & Progress Reports
    Score assessment forms and track client outcomes visually over time.
  • Telehealth
    HIPAA-compliant video consultations powered by Zoom, with in-app links, group sessions, and telehealth-type locations.

Communication

  • Automated SMS & Email Reminders
    Send up to 3 automated SMS and email reminders per appointment with fully adjustable timing.
  • 2-Way SMS Chat
    Send and receive real-time SMS conversations with clients directly inside Zanda, with messages synced to appointment and client records.
  • Bulk Messaging
    Send bulk SMS and emails to targeted lists of clients.
  • Automation & Workflows
    Automate invoicing, appointment follow-ups, new client onboarding, recalls, and more.
  • Communication Templates
    Reusable email, SMS, and letter templates with merge fields for personalized outreach.
  • Practice Hive Team Chat
    Keep your team connected with secure group chat, dedicated channels, file sharing, and real-time notifications.
  • Targeted Automation Filters
    Filter automations by client classification, status, practitioner, service, location, and more for precise targeting.

Practice Management

  • Reporting & Dashboard
    Client, financial, and practice reports with a real-time dashboard, Excel export, and date/practitioner filters.
  • User Permission Settings
    Granular access controls across calendar, billing, clinical, and admin areas.
  • Practice Operations Manual
    100+ editable policies and procedures built for allied health so you can create your own practice manual inside Zanda.
  • BizzyAI: Insights
    Get instant insights about your clients or practice. Generate summary reports, referral letters, and emails using client history.
  • Mobile Friendly
    Full access on any mobile phone or tablet via browser without downloading an app.
  • 2FA & ISO 27001 Security
    Two-factor authentication, ISO 27001 certification, HIPAA, GDPR, and Privacy Act compliance, with audit log access.
  • Integrations
    Connect Zanda to the tools you already use, including Xero, Stripe, Mailchimp, Google Calendar, Medicare, and Physitrack.

Scheduling

  • Easy Client Appointments
    Create and manage client appointments for each client session.
  • Recurring Appointments
    Set recurring appointments in just a few clicks and easily update a single session, future appointments, or the entire series as schedules change.
  • Group Appointments
    Create and manage group appointments with multiple participants, invoicing, and individual reminders.
  • Drag-and-Drop Calendar
    Quickly move appointments and adjust session times directly from the calendar with simple drag-and-drop scheduling.
  • Waitlist Management
    Store waitlist preferences and send available times to clients via SMS to fill cancellations automatically.
  • Appointment Conflict Alerts
    A notification alert signals conflicts between new and existing appointments when scheduling.
  • Calendar Sync
    Sync your Zanda calendar with Google, Outlook, and Apple Calendar.

See what practitioners are saying about Zanda

I love the online forms and the easy layout. When setting up new clients remotely, it has been so easy to send them the online consent forms etc. There's no printing or scanning required for the client, which I love.
Elicia Clarke
It allows me to solely focus on my client, leading to better connections and client outcomes. I have a peace of mind that things we talk about are being captured perfectly allowing me to place my focus solely in my therapeutic work. BizzyAI is by far the best AI program out there. I've never had my client sessions captured so perfectly.
Hannah Gordon
I wanted a system that could hold everything you do in a practice so I wasn't jumping between different softwares to do different things. Zanda was the only one who mapped closely to what I already knew, which was Titanium.
Miki Skinner, Founder / Owner
Caduceus Wellness
Patients describe issues all over the place digestive, then sleep, then a headache, then back to sleep. Bizzy AI takes that conversation and organizes it: digestion in one spot, sleep in another. It's really easy to review.
Vanessa Grimes, Owner
New Harmony Center for Health & Wellness
I find it super intuitive. It's easy for me to find things… I recommend Zanda to a lot of new counsellors.
Belinda Scott, Owner
Bel Scott Counselling Pty Ltd
Everything I need to run my business in one place making it easy to access client files, store information, run reports and keep on top of my accounting, wherever and whenever I need to.
Vanya S.

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