Home health

    PT · PTA · OT · COTA · SLP · RN · LPN

    The scheduling app for home health clinicians: frequency orders, recerts, and getting paid by every agency.

    Build the week from each frequency order, patient window, and drive, then keep recerts, agency rates, earnings, and mileage in view.

    Built for clinicians who work across agencies and get paid per visit.

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    7-day free trial · No credit card · Cancel anytime

    This Week
    VisitSupervisedEval
    Mon
    Maya T.
    Leo R.
    Tue
    Sofia M.
    James K.
    Wed
    Aria P.
    Noah L.
    Thu
    Emma S.
    Liam W.
    Fri
    Olivia D.
    Mia C.

    Your caseload, route, and pay in one place.

    One screen. The state changes, the plan holds.

    Today — dashboard
    8:30

    Eleanor H.

    PT routine · 2w4

    9:20

    Travel

    12 min · 4.8 mi

    9:45

    Walter B.

    SOC · 60 min

    11:00

    Recert window

    Due in 5 days

    13:30

    Ruth C.

    COTA routine

    21.4 mi planned 38 min driving

    Frequency orders and patient windows build the route.

    The administrative load is real

    Nearly 0%

    of respondents to APTA's 2025 survey said they had hired administrative staff to keep up with administrative burden.

    American Physical Therapy Association, 2025

    Sound familiar?

    “You rebuild the week by hand every time a frequency order changes.”
    “A recert crept up on you and the cert period was nearly closed.”
    “You are not sure which patients are behind their ordered frequency until the episode ends.”
    “Two agencies, two rate cards, and a pay period you check with a calculator.”
    “Month end arrives and your mileage is a guess.”

    We built casedaisy because the driving week is the job.

    How casedaisy works

    1

    Bring your caseload

    Add your agencies and rate cards, then upload your patients from a spreadsheet or add them by hand with their address, availability, and frequency order.

    2

    Review a route-aware week

    casedaisy builds the week from each episode's current frequency stage, inside patient availability and facility hours, ordered by real drive time.

    3

    Approve, sync, drive, get paid

    Approve the week and it syncs to your calendar. Completed visits become your pacing, mileage, and per-agency earnings record.

    The tedious parts, handled.

    Not a chatbot. A few well-placed shortcuts.

    Every frequency order on pace.

    2w4 1w2, PRN visits against their allowance, and make-ups flagged before the week ends — so you see who is behind while there is still time to fix it.

    You review, then approve.

    Reassessments, recerts, and supervisory visits that never slip.

    Reassessment due dates, recert windows before the cert period ends, and PTA and COTA supervisory cadence sit on your schedule, and clear as soon as a qualifying visit is booked.

    You review, then approve.

    Earnings by agency, mileage by policy.

    Each completed visit takes the rate from that agency's rate card, mileage follows that agency's policy and commute rule, and each pay period totals up ready to check against what you were paid.

    You review, then approve.

    casedaisy never uses your client data to train outside models.

    Built for the way home health clinicians actually work

    Route-Optimized Scheduling

    Clusters nearby clients on the same day. Calculates real drive times. No more crisscrossing your service area.

    Supervisor Coordination

    Tracks your supervisor's variable weekly hours. Queues clients due for supervised visits. Flags when evaluations need scheduling.

    Authorization Cycle Tracking

    Alerts you before each authorization period closes. Never let approved units expire unnoticed.

    Cancellation Tracking

    Cancelled visits stay on calendar with reasons and notes for attendance documentation.

    Mileage Reports

    Auto-generated from your daily routes. Monthly breakdowns exportable to PDF and CSV.

    Travel Exemption Automation

    Detects when your first or last visit is far from base. Auto-places agency travel exemption meetings.

    Bring your caseload sheet.

    Most clinicians already track patients, agencies, and frequency in a spreadsheet. Download the caseload template or upload the sheet you already keep — the import wizard matches your columns, flags anything missing, and builds your caseload.

    1. 1. Download the Excel workbook.
    2. 2. Keep the headers unchanged and replace the example rows.
    3. 3. Upload it and review every match before saving.
    Download for Excel

    No account or email needed.

    See every free template for this work
    Patient roster
    AgencyPatient nameDate of birthAddress
    Evergreen Home HealthEleanor Hart1941-03-1818 Maple St

    Patients · Starts with an instruction tab.

    Built to be trusted with a caseload.

    Your data stays yours

    Encrypted in transit and at rest, with row-level security on every table so no other account can read your caseload. Export or delete everything from settings at any time.

    No ads, no data sales

    We make money from subscriptions only. Your information is never sold, shared with advertisers, or used to train outside models.

    HIPAA-ready deployment

    Organizations that need a signed BAA and a HIPAA-ready deployment can arrange one with us on the Enterprise plan.

    Make It Yours

    Choose the tools that belong on your dashboard. Your workspace, your way.

    Custom Breaks

    Name your breaks (coffee, prayer, pump). Set flexible or fixed times per day.

    Session Timer

    Start/stop timer tracks actual vs. scheduled session length.

    Running Late

    One tap generates a "running late" text to your next client.

    Arrival Timestamp

    Tap "I'm Here" when you arrive. Logged to your records.

    Daily Goals

    Set a target. Watch your progress bar fill through the day.

    Earnings Tracker

    See today's billable total update after each visit.

    Birthday Alerts

    Get notified before client birthdays.

    Dark Mode

    Easy on the eyes for early mornings and late evenings.

    Custom Widgets

    Build your own dashboard cards: counters, checklists, sticky notes, countdowns.

    Entry Code Vault

    Store gate codes and access instructions. Auto-hides after 30 seconds.

    Plus: voice-to-text notes, parking flags, interpreter alerts, hydration reminders, fuel cost tracking, car maintenance reminders, document vault, preferred contact methods, and more.

    Built for Your Practice

    Whether you're a therapist, social worker, or mobile professional — we've got a scheduling solution tailored for you.

    Early intervention

    OT · PT · SLP · developmental specialists

    Authorization pacing, nap-aware visit times, and drive-time routing for home-visit EI teams.

    Learn More

    Pediatric therapy

    OT · PT · SLP · feeding · school-based

    Clinic, school and home sessions on one schedule, with IEP dates tracked and routes optimized.

    Learn More

    ABA therapy

    BCBA · BCaBA · RBT

    Session hours tracked, BCBA supervision coordinated, and routes built around each client's windows.

    Learn More

    Social work / case management

    child welfare · APS · case management · family support

    Court dates, safety assessments, paired visits and mileage on one caseload view.

    Learn More

    Real estate

    buyer's agents · listing agents · teams

    Route-aware buyer tours that respect showing windows and tenant notice, with every mile logged.

    Learn More

    Home health PT/OT/SLP/nursing

    PT · PTA · OT · COTA · SLP · RN · LPN

    Frequency orders kept on pace, reassessments and recerts on time, and earnings by agency and pay period.

    Learn More

    Pet sitter / dog walker

    drop-ins · dog walks · overnights

    Bookings that generate the visits, days built around each household's windows, and mileage between houses.

    Learn More

    Home visiting programs

    NFP · Early Head Start · HFA · Parents as Teachers

    NFP, Early Head Start, HFA and PAT caseloads kept on model cadence, with fidelity reporting.

    Learn More

    Aging life care

    care managers · geriatric social workers · RN care managers

    Care plans kept on cadence, the whole care circle in one place, billable time and miles logged.

    Learn More

    Built for agencies, too

    See your whole team’s day, coordinate co-visits, and keep supervision compliant — without spreadsheets. casedaisy adds shared calendars, org-level reporting, and centralized billing.

    Learn More About Agency Plans

    Questions about agency pricing? Email hello@casedaisy.com

    Team schedule visibility & co-visit coordination
    Supervisor sync with co-signing
    Org-level completion & utilization reports
    Team mileage & payroll-ready earnings reports
    Seat-based team management with bulk invites

    Simple, honest pricing.

    Plans start at $19/month after your free trial.

    7-day free trial, no credit card required.

    See all plans

    Questions? We've got answers.

    Yourfirstmorningwithoutschedulingstressisoneclickaway.

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