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Secure Clinical Notes Software for Healthcare Professionals

Simplify documentation and client management with intuitive tools trusted by practices worldwide.

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Choose a clinical note template or create your own

Documentation that fits your practice. Start with our ready-made therapy note templates and adapt them to meet your needs, or design your own from scratch.

Add checkboxes, dropdowns, and free text fields to capture what you need, ensuring every note reflects your clinic’s workflow. Create as many custom templates as you want, configured for any treatment or session.

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Set up treatment notes to suit your practice

Text fields

Add open-ended text fields to document important aspects of treatment such as condition, recommended treatment plans, or other unstructured observations.

Single choice, multiple choice, & tick boxes

Include single and multiple-choice questions and answers to gather structured data. Use dropdowns, radio buttons, or checkboxes to simplify how you record assessments, progress tracking, or standardized responses.

Note sections

Keep your notes clear and organized with dedicated sections. Separate details like client self-assessments, your evaluations, treatment plans, and prescribed medications to make finding information fast and easy.

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Image & body charting with annotation

Enhance your notes with annotated visuals. Use standard body charts or upload custom images, then mark them up with arrows, text, or freehand annotations.

Note template preview

Preview your templates in Data Entry Mode to ensure they’re user-friendly and ready to go. Switch between Design Mode (to preview your design), Data Entry Mode (to preview what you’ll see when entering data), and Data View Mode (to preview what you’ll see when data is finalized and completed on record).

Custom note templates

Configure templates for every need–initial consultations, follow-ups, specific conditions, or client types.

Write treatment notes faster

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Write and scroll

Create new notes while scrolling through previous entries.

Duplicate previous notes

Create new notes while scrolling through previous entries.

View edit history

Create new notes while scrolling through previous entries.

Note filter

Create new notes while scrolling through previous entries.

AI-powered assistant

Create new notes while scrolling through previous entries.

Never lose track of your therapy notes

Keep your notes safe and secure. The autosave feature ensures your work is protected, even if your computer crashes or the WiFi drops. Need to make updates? Draft mode lets you freely edit or revise notes until they’re finalized.

Once the note is finalized, click “Save and Complete” to lock the note. Locked notes can only be edited by those with necessary access rights, safeguarding documentation from tampering or accidental changes. Not ready to finalize? Simply save it as a draft and revisit it whenever you’re ready.

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Why health professionals trust Zanda
for practice management

Efficient practice management starts with the right tools. Zanda provides everything allied health professionals need to manage their clinics with confidence.

Less time on admin

Cut down on admin and focus on care. From scheduling and billing to treatment notes and operations, every feature is designed to save time and keep your clinic running smoothly. Save 5 hours per week with BizzyAI.

Try BizzyAI

Work from anywhere, anytime

Stay connected to your clinic wherever you are. Review schedules, handle billing, and update treatment notes from your mobile, tablet, or desktop, knowing your data is secure and up-to-date.

Explore telehealth options

ISO 27001 security certification

Keep data secure with ISO-certified protection. Zanda meets the world’s highest standard for information security management, ISO 27001, ensuring your patient data is safely stored and fully compliant with healthcare privacy laws.

Our security certifications

The better way to grow your clinic

Zanda makes managing your health practice more rewarding, with tools that simplify daily operations and resources that support long-term success. You’ll also join an active community of allied health professionals and gain access to free webinars, tutorials, and articles designed to help your clinic flourish.

Explore Zanda Academy

Straightforward data migration

Switch to Zanda without missing a beat. Our data migration service ensures your client records, appointments, invoices, and more are imported quickly and securely. You own your data and can export it anytime.

Learn about migrating your data to Zanda

Unlimited free support

Our support team is available seven days a week. Whether you contact us via support chat, email, or schedule a phone or video call, you’ll get friendly, expert assistance that helps you make the most of your practice management system.

Book a call with our support team

Free Practice Operations Manual

Every Zanda account includes a comprehensive Practice Operations Manual, packed with over 100 expert-written policy and procedure templates to help keep your practice running smoothly.

Explore the Practice Operations Manual

Value for money

From solo practitioners to large clinics, our pricing is designed to support health professionals at every stage. Affordable and transparent, it gives you access to the features you need while keeping costs manageable.

See pricing

No contracts &
Money-Back Guarantee

Choose the plan that fits your practice. Zanda gives you the freedom to upgrade, downgrade, or cancel whenever you need–no long-term contracts, no restrictions.

Our Money-Back Guarantee

See what practitioners say about 
our secure clinical notes

The SOAP notes setup is excellent, and the fact that these can be delivered online without any hassle makes it more convenient for myself and my clients. I also appreciate the space for files to be stored for each client. When I was looking around for booking systems, this one definitely stood out. Overall, Glad I went with it, and would recommend it.
Holly R.,
Business Owner, Massage Therapist
Zanda is so easy to use. It gives me peace of mind in my private practice as a counsellor as it’s very professional and keeps notes safe. The app is super helpful too when you are on the go and you need to check your appointment diary or quickly respond to a client.
Angie
I like the fact that Zanda supports every aspect of my business: appointments, invoices, video calls, client booking portal, etc. It has reduced my admin hours and has reduced my time on appointment bookings, as people can book their own time slots. The introduction of AI has also made a significant difference when it comes to writing client notes.
Peter F.,
Counsellor/Owner
I love Zanda! It’s so convenient and easy for my clients! They get reminders and making notes is so easy with so many templates to choose from.  
Lisa Clarke,
Love Your Health
I use Zanda for my home-based Remedial Massage therapy business. It has been a total game changer in helping me with SOAP notes for my clients. The templates are easy to use and to ‘tweak’ to meet my needs. Zanda has made a tedious (but necessary) task so easy and totally changed the downtime I need to write my notes.
Nicole Lalich
As a solo, part-time private practice SLP, I was looking for an EMR system that was affordable but still offered certain features (paperless intakes, customizable templates, etc.) and Zanda is fantastic for the price! The customization of forms and notes is great. They recently added an AI feature for notes, which is saving me so much time!
Lauren L.,
Speech-Language Pathologist
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.
Wilson Thorpe
I have used a number of medical practice software systems, but for the price and flexibility, I would highly recommend Zanda. It has all the functionality you need to run a busy practice with multiple sites and multiple practitioners with as many service codes as you like. Adding admin or clinic notes is easy, and there are templates ready to go.
Anthony Gurney

Professions we serve

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Psychology

Designed for psychologists and clinical mental health professionals.

Zanda provides psychologists with secure, compliant tools to manage client records, simplify communication, and run remote sessions with ease.

  • Client Notes & Progress Tracking
  • Client Portal
  • Telehealth Integration
  • Claiming & Billing
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Counselling

Supporting counselors, psychotherapists, therapists, and social workers.

Zanda provides counselors with a secure and easy-to-use platform for efficient client management, enhanced communication, and impactful care.

  • Secure Client Notes
  • Appointment Scheduling & Reminders
  • Telehealth Integration
  • Client Invoicing & Payments
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Physiotherapy

Serving physiotherapists, and movement specialists

Zanda helps physiotherapists zip through their to-do lists with time-saving tools for appointment management, clinical notes, and exercise programs.

  • Appointment Reminders & Online Scheduling
  • Clinical Notes Templates
  • Physitrack Integration
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Speech Pathology

Supporting speech therapists, pathologists, and language specialists.

Zanda provides speech therapists with efficient tools for session management, assessments, and tracking client milestones.

  • Configurable Forms & Assessments
  • Group Session Coordination
  • Integrated Billing & Invoicing
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Occupational Therapy

Efficient tools for occupational therapists and rehabilitation specialists.

Zanda helps practitioners stay on top of appointment management, client documentation, and billing with an all-in-one system that’s easy to use.

  • User-Friendly Calendar & Bookings
  • Treatment Notes & Documentation
  • HIPAA-Compliant Telehealth
  • Automated Invoicing & Payments
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Allied Health

Occupational therapists, homeopaths, massage therapists, naturopaths, and more.

Zanda helps allied health professionals thrive with specialized tools to manage sessions, track progress, and process payments.

  • Clinical Notes & Templates
  • Group Session Management
  • Automated Invoicing
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Osteopathy

The right tools for osteopaths and musculoskeletal health professionals.

Zanda makes practice management simple with flexible scheduling, secure documentation, and automated billing, ensuring smoother practice operations.

  • Multi-Location Calendar
  • Custom Notes & Body Charting
  • HIPAA-Compliant Zoom Telehealth & Client Portal
  • Integrated Invoicing & Payments
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Social Work

Designed for social workers, case managers, and behavioral health professionals.

Zanda provides client-centered tools for appointment coordination, documentation, and communication, ensuring smooth workflows and more effective support services.

  • One-Click Calendar Management
  • Access Notes from Anywhere
  • HIPAA-Compliant Telehealth
  • Custom Forms & Invoicing
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Massage Therapy

Practice management for massage therapists and bodywork practitioners.

Zanda makes it easy to organize appointments, track treatment progress, and handle billing for efficient practice operations.

  • Online Booking & Reminders
  • Custom Notes & Progress Tracking
  • Secure Client Management
  • Intuitive Invoicing & Payments
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Chiropractic

Efficient tools for chiropractors and spinal health professionals.

Zanda helps chiropractors simplify patient management with easy scheduling, secure documentation, and hassle-free billing—all in one platform.

  • Drag-and-Drop Calendar
  • Custom Treatment Notes
  • HIPAA-Compliant Intake Forms
  • Integrated Invoicing & Payments
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Mental Health

Designed for therapists, psychologists, counselors, and social workers.

Zanda equips mental health practitioners with secure tools for client management, telehealth, documentation, insurance claiming, and documentation.

  • HIPAA-Compliant Zoom Telehealth
  • Custom Treatment Notes
  • Online Booking & Reminders
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Podiatry

Supporting podiatrists and foot health specialists.

Zanda helps podiatrists stay organized with seamless appointment coordination, secure documentation, and integrated billing—keeping the focus on patient outcomes.

  • Intuitive Calendar & Bookings
  • Custom Treatment Notes
  • HIPAA-Compliant Zoom Telehealth
  • Flexible Invoicing & Payments
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Nutrition

Practice management for nutritionists, dietitians, and wellness practitioners.

Zanda improves scheduling, documentation, and billing with tools built to support client progress and coordinate daily tasks.

  • Intuitive Calendar & Bookings
  • Custom Notes & Progress Tracking
  • HIPAA-Compliant Telehealth
  • Flexible Invoicing & Payments
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Naturopathy

Simplified admin for naturopaths and holistic wellness practitioners.

Zanda helps naturopaths manage client appointments, records, and payments with ease, ensuring a well-organized workflow.

  • Drag-and-Drop Calendar
  • Custom Notes & Session Tracking
  • Client Portal & Telehealth
  • Integrated Invoicing & Payments
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Homeopathy

All-in-one system for homeopaths and holistic health practitioners.

Zanda simplifies practice management with easy scheduling, secure client records, and integrated billing, reducing admin work for a smoother workflow.

  • Flexible Calendar & Bookings
  • Custom Treatment Notes
  • HIPAA-Compliant Telehealth
  • Automated Invoicing & Payments
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Acupuncture & Chinese Medicine

Simplified admin for acupuncturists and Chinese medicine practitioners.

Zanda reduces admin workload and improves efficiency for holistic health practitioners with easy calendar management, secure documentation, and seamless billing.

  • User-Friendly Calendar & Bookings
  • Custom Treatment Notes
  • HIPAA-Compliant Zoom Telehealth
  • Integrated Invoicing & Payments
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Personal Training

Supporting personal trainers, fitness coaches, and strength specialists.

Zanda includes streamlined scheduling, online payments, and secure client management.

  • Easy Scheduling & Automated Reminders
  • Configurable Note Templates
  • Client Portal & Zoom Integration
  • Invoicing & Payments
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Zanda is trusted by 40,000+ users worldwide

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