What 20 years in Customer Service taught Me About Choosing Practice Management Software: Zanda Health CRM
As an experienced customer service professional with 20 years of practical experience, I know firsthand that choosing the right software is a major decision for every business.
When you find the right system for your team, the whole day runs differently. Managing records and organising appointments becomes a streamlined process, and the flow-on effect reaches your clients too. In my experience, they begin to notice that things are running smoothly from the first enquiry to the final invoice.
I work with allied health and wellness businesses right across Australia, with a special place in my heart for rural, regional and remote areas. Every day, I handle first-hand the accounts, bookings and messages from practice clients and I coordinate this with the practice managers themselves.
In my role, it is of the highest importance to me that people feel cared for and it matters to me that people feel cared about. A good system behind the scenes lets me give each client my full attention. I also pay attention to how quickly a new team member can find their feet and what happens when something needs fixing. When they aren’t and everyone is chasing their tail, it feels like chaos. That’s why the standard I hold software to is simple: does it make the people using it calmer?
Zanda is the system that meets that standard.
When records are accurate and reports are run on time, I can give my clients my full attention.
That drive to provide the best service is why I look so closely at how a practice runs day to day. I take note of how long it takes to locate client information and how clear account reminders are. This is the standard I look for in a good practice management system, like Zanda.
Meet Zanda
Zanda (formerly known as Power Diary) is an ISO 27001 certified program, which works for solo practitioners through to multi-location clinics.
This user-friendly, cloud-based software system allows practice managers across health, wellness and NDIS organisations to schedule, access client portals with online booking, write clinical notes, bill and invoice. It also has functionality for telehealth, SMS and email reminders, customisable forms and reporting, not to mention Zanda’s own customer service is exceptional.
I use and recommend Zanda for your practice because:
The automations for SMS and email reminders keep the diary running on time.
Customisable note templates and the optional BizzyAI tool, which securely transcribes sessions and drafts clinical notes, give practitioners time back at the end of their busy day.
Integrated billing and invoicing keep your accounts accurate, which matters when you are reconciling records.
The client portal, with online booking and paperless intake forms, gives clients an easy first impression from the first enquiry onward.
ISO 27001 certification means client records sit in a system built with data security in mind.
The Zanda support team is friendly and helpful; their customer service makes asking questions a breeze.
How Zanda fits with NDIS admin
Many of the teams I support work with NDIS participants, which means a steady flow of bookings, notes and invoices that all need to line up. With scheduling, clinical notes and billing in one platform, practice managers and admin support can find what they need in the same place.
Zanda helps in practical ways. It offers NDIS compatible invoicing, populates provider and participant details (including NDIS number) automatically. With service agreements, scheduling, notes and billing in one platform, practice managers and admin support can find what they need in one place.
Fewer claims rejected, fewer hours spent on invoices with a 2 way Xero connection, and more time for clinical work that your practice exists to do.
This is what good customer support looks like
Good support for NDIS and allied health businesses shows in the small moments behind the scenes. When a question gets a reply from a real person who understands how a practice runs, the answer is clear enough to act on straight away and the person asking comes away feeling looked after. That is what I have found with the Zanda team and it is a big part of why I am comfortable recommending them. Software will always throw up a question or two, and a support team that answers with care makes a real difference to a busy practice and their office manager.
Ready to try it?
If you have been weighing up which practice management system is right for your business, Zanda offers a convenient free trial, allowing you to try it and see for yourself the impact Zanda can make for your business. You can start here: Check out zanda here. I’m a Zanda Health Partner, so I may earn a commission if you sign up through my link. If you have questions about how it works alongside admin support, I would love to hear from you rannee@customeriseco.com.au.
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