Flags requiring attention
Active clients
| Client | Funding | Sessions | Last seen | Next flag | Status |
|---|
Dashboard
All clients
| Client | DOB | Funding | GP / Referrer | Sessions | Presenting issue | Status |
|---|
Client name
Back to clients
Flags & alerts
Weekly digest
Outcomes tracking
Clinical progress across your caseload
Document centre
Generate clinical letters and reports
Import from Zanda
Upload your Zanda CSV exports to sync your client database
How to export from Zanda
- Log in to Zanda → Reports → Client list → Export CSV
- For sessions: Reports → Appointment history → Export CSV
- Upload both files below — clients first, then sessions
Step 1 — Client list CSV
Drop your client CSV here
or browse files
Step 2 — Session history CSV
Drop your session CSV here
or browse files
Finance
Business intelligence & revenue tracking
Add client
Manually add a new client to PsychTrack