Zanda Knowledge Base
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Client Notes, Forms and Files
Getting Started With Zanda
Basic Setup
Introduction to Zanda Calendar
Account Management
Your Account Management
Subscription and Billing
Exporting Your Data
Accessing Zanda
Practice Administration
Managing Clients
Managing Referrers
Practitioners and Users
Practitioners Availability and Locations
Rooms and Resources
Marketing Tools
Practice Operations Manual
Team Training
Managing Calendars
Moving to Zanda
Appointments and Reminders
Appointments
Appointment Reminders
Client Notes, Forms and Files
Client Notes
Online Forms
Client Files
Communication
Invoices and Payments
Services and Products
Invoices
Session Packs
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Zoom Telehealth
Reports
FAQs and Troubleshooting
FAQs and ProTips
Troubleshooting
Integrations
Google Calendar
Outlook Calendar
Medicare (AUS only)
DVA (AUS only)
MailChimp
Tyro (AUS only)
Stripe
Xero
Physitrack
Clearinghouse (US-only)
Support News and Announcements
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Zanda Knowledge Base
Client Notes, Forms and Files
Getting Started With Zanda
Basic Setup
Introduction to Zanda Calendar
Account Management
Your Account Management
Subscription and Billing
Exporting Your Data
Accessing Zanda
Practice Administration
Managing Clients
Managing Referrers
Practitioners and Users
Practitioners Availability and Locations
Rooms and Resources
Marketing Tools
Practice Operations Manual
Team Training
Managing Calendars
Moving to Zanda
Appointments and Reminders
Appointments
Appointment Reminders
Client Notes, Forms and Files
Client Notes
Online Forms
Client Files
Communication
Invoices and Payments
Services and Products
Invoices
Session Packs
Payments
Statements and Superbills
Insurance Management (US-only)
Automations
Client Portal
Telehealth
Zoom Telehealth
Reports
FAQs and Troubleshooting
FAQs and ProTips
Troubleshooting
Integrations
Google Calendar
Outlook Calendar
Medicare (AUS only)
DVA (AUS only)
MailChimp
Tyro (AUS only)
Stripe
Xero
Physitrack
Clearinghouse (US-only)
Support News and Announcements
Client Notes, Forms and Files
Learn how to write notes, use online forms and save documents and files to a client's record.
Client Notes
Creating a Session Note Template
Creating and Managing Session Notes
Tracking Completed Session Notes
Using Speech to Text to Record Session Notes
Using reMarkable For Writing Notes
How To Handwrite Session Notes
Adding Supervisor Signatures to Notes
Importing Session Note and Form Templates from our Library
BizzyAI: Scribe & Note Refine
See more
Online Forms
Using the Form Designer
Submitting an Online Form as a Client
Sending Online Forms to Clients
Getting Started with Online Forms
Adding Client Authentication To Online Forms
Online Form Expiry Date
Example Telehealth Consent Form
See more
Client Files
Organizing Client File Uploads
Upload Files or Documents
