Route-Optimized Scheduling
Clusters nearby clients on the same day. Calculates real drive times. No more crisscrossing your service area.
Home health
PT · PTA · OT · COTA · SLP · RN · LPN
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.
7-day free trial · No credit card · Cancel anytime
One screen. The state changes, the plan holds.
Eleanor H.
PT routine · 2w4
Travel
12 min · 4.8 mi
Walter B.
SOC · 60 min
Recert window
Due in 5 days
Ruth C.
COTA routine
Frequency orders and patient windows build the route.
The administrative load is real
of respondents to APTA's 2025 survey said they had hired administrative staff to keep up with administrative burden.
American Physical Therapy Association, 2025“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.
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.
casedaisy builds the week from each episode's current frequency stage, inside patient availability and facility hours, ordered by real drive time.
Approve the week and it syncs to your calendar. Completed visits become your pacing, mileage, and per-agency earnings record.
The tedious parts, handled.
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.
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.
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.
Clusters nearby clients on the same day. Calculates real drive times. No more crisscrossing your service area.
Tracks your supervisor's variable weekly hours. Queues clients due for supervised visits. Flags when evaluations need scheduling.
Alerts you before each authorization period closes. Never let approved units expire unnoticed.
Cancelled visits stay on calendar with reasons and notes for attendance documentation.
Auto-generated from your daily routes. Monthly breakdowns exportable to PDF and CSV.
Detects when your first or last visit is far from base. Auto-places agency travel exemption meetings.
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.
No account or email needed.
See every free template for this work| Agency | Patient name | Date of birth | Address |
|---|---|---|---|
| Evergreen Home Health | Eleanor Hart | 1941-03-18 | 18 Maple St |
Patients · Starts with an instruction tab.
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.
We make money from subscriptions only. Your information is never sold, shared with advertisers, or used to train outside models.
Organizations that need a signed BAA and a HIPAA-ready deployment can arrange one with us on the Enterprise plan.
Choose the tools that belong on your dashboard. Your workspace, your way.
Name your breaks (coffee, prayer, pump). Set flexible or fixed times per day.
Start/stop timer tracks actual vs. scheduled session length.
One tap generates a "running late" text to your next client.
Tap "I'm Here" when you arrive. Logged to your records.
Set a target. Watch your progress bar fill through the day.
See today's billable total update after each visit.
Get notified before client birthdays.
Easy on the eyes for early mornings and late evenings.
Build your own dashboard cards: counters, checklists, sticky notes, countdowns.
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.
Whether you're a therapist, social worker, or mobile professional — we've got a scheduling solution tailored for you.
OT · PT · SLP · developmental specialists
Authorization pacing, nap-aware visit times, and drive-time routing for home-visit EI teams.
Learn MoreOT · PT · SLP · feeding · school-based
Clinic, school and home sessions on one schedule, with IEP dates tracked and routes optimized.
Learn MoreBCBA · BCaBA · RBT
Session hours tracked, BCBA supervision coordinated, and routes built around each client's windows.
Learn Morechild welfare · APS · case management · family support
Court dates, safety assessments, paired visits and mileage on one caseload view.
Learn Morebuyer's agents · listing agents · teams
Route-aware buyer tours that respect showing windows and tenant notice, with every mile logged.
Learn MorePT · PTA · OT · COTA · SLP · RN · LPN
Frequency orders kept on pace, reassessments and recerts on time, and earnings by agency and pay period.
Learn Moredrop-ins · dog walks · overnights
Bookings that generate the visits, days built around each household's windows, and mileage between houses.
Learn MoreNFP · Early Head Start · HFA · Parents as Teachers
NFP, Early Head Start, HFA and PAT caseloads kept on model cadence, with fidelity reporting.
Learn Morecare 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 MoreBeing built now — join the waitlist and we'll email you when yours opens.
birth doulas · postpartum doulas · IBCLCs · midwives
Prenatal and postpartum visit cadence, on-call weeks, and mileage between clients.
See what's plannedOrdered visit frequency per patient, team visibility, and route-aware days.
See what's plannedHouse calls routed by real drive time, client availability windows, and automatic mileage.
See what's plannedAlso on the list: in-home behavioral health, school-based itinerant staff, mobile groomers, home inspectors, appraisers, in-home tutors and music teachers. See the full waitlist
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 PlansQuestions about agency pricing? Email hello@casedaisy.com
Plans start at $19/month after your free trial.
7-day free trial, no credit card required.
See all plans7-day free trial · No credit card · Cancel anytime