Care plan cadence
Set a visit frequency per client and see who is drifting past it before the family notices.
Aging life care
care managers · geriatric social workers · RN care managers
The scheduling app for care managers who juggle clients, families, and facilities.
Plan visits around each client, care circle, and facility schedule, while keeping visit cadence, billable time, and mileage together.
Built for care managers who bill by the hour and drive all day.
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 clients, route, and billable day in one place.
One screen. The state changes, the plan holds.
Today — dashboard
8:30
Eleanor H.
Home visit · 60 min
9:20
Travel
12 min · 4.8 mi
9:45
Walter B.
Facility visit · 45 min
11:00
Facility lunch
Unavailable
13:30
Ruth C.
Care coordination
21.4 mi planned 38 min driving
Client, family, and facility commitments form the route.
Sound familiar?
“You reconstruct last month's billable hours from your calendar and your memory.”
“A client's care plan says every two weeks and it has quietly been five.”
“The daughter in another state wants to know what you did in March.”
“You drive across the county twice because the facility only does mornings.”
“Month end arrives and your mileage is a guess.”
We built casedaisy because the driving day and the billable day are the same day.
How casedaisy works
1
Bring your clients
Add each client with their address, availability, care circle contacts, and care plan visit frequency — or upload the spreadsheet you already keep.
2
Review a route-aware week
Casedaisy proposes visit times inside each client's day, spaced with real drive time, and flags anyone due under their care plan.
3
Approve, sync, and log
Approve the week, drive it, and log time as you go. Month end is an export, not an evening.
The tedious parts, handled.
Not a chatbot. A few well-placed shortcuts.
Every care plan on cadence.
Set a visit frequency per client — every two weeks, monthly, whatever the care plan says — and the clients drifting past it show up on your dashboard before the family notices.
You review, then approve.
The whole care circle in one place.
Adult children, power of attorney, facility contact, physician — each with their role, how they prefer to be reached, and who to call first.
You review, then approve.
Billable time and mileage from the day you actually worked.
Visit durations, calls, and coordination logged as you go, and every mile between stops recorded — ready to export at month end.
You review, then approve.
casedaisy never uses your client data to train outside models.
Built for the way care managers actually work
Care circle contacts
Adult children, power of attorney, facility contact, and physician — each with their role and preferred contact method.
Billable time
Visit durations from the schedule, editable, plus calls, coordination, and documentation logged in seconds.
Family-ready summaries
A plain summary of dates, purpose, and duration you can send to an adult child, plus a monthly billable export.
Home, facility, hospital, or telehealth
Every visit type in one schedule, with client availability covering meal times and facility schedules.
Route-aware planning
Nearby clients cluster on the same day with real drive time between stops.
Mileage reports
Every mile between visits logged automatically and exportable at month end.
Key dates
Care plan reviews, medical appointments you attend, medication reviews, and benefits deadlines, each with a reminder.
Bring your client list.
Keep the spreadsheet you already run. Upload it and the import wizard matches your columns — client, address, contacts, visit frequency — flags anything missing, and builds your caseload.
- 1. Download the Excel workbook.
- 2. Keep the headers unchanged and replace the example rows.
- 3. Upload it and review every match before saving.
No account or email needed.
See every free template for this work Client roster
| Client | Date of birth | Address | City |
|---|---|---|---|
| Eleanor Hart | 1941-03-18 | 18 Maple St | Springfield |
Clients · Starts with an instruction tab.
Built to be trusted with your clients.
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 MorePediatric therapy
OT · PT · SLP · feeding · school-based
Clinic, school and home sessions on one schedule, with IEP dates tracked and routes optimized.
Learn MoreABA therapy
BCBA · BCaBA · RBT
Session hours tracked, BCBA supervision coordinated, and routes built around each client's windows.
Learn MoreSocial work / case management
child welfare · APS · case management · family support
Court dates, safety assessments, paired visits and mileage on one caseload view.
Learn MoreReal estate
buyer's agents · listing agents · teams
Route-aware buyer tours that respect showing windows and tenant notice, with every mile logged.
Learn MoreHome 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 MorePet 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 MoreHome 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 MoreAging 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 MoreComing next
Being built now — join the waitlist and we'll email you when yours opens.
Waitlist
Doulas, lactation and home-birth midwives
birth doulas · postpartum doulas · IBCLCs · midwives
Prenatal and postpartum visit cadence, on-call weeks, and mileage between clients.
See what's plannedWaitlist
Hospice and palliative home teams
Ordered visit frequency per patient, team visibility, and route-aware days.
See what's plannedWaitlist
Mobile veterinarians
House 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
Built for firms, 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 PlansQuestions 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 plansQuestions? We've got answers.
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