Smart Route Optimisation
smart tools plans your day around long PBS sessions, minimising drive time between participants.
ABA therapy
BCBA · BCaBA · RBT
Build in-home ABA days around client windows, authorized hours, supervision needs, and the route between sessions.
Built with working early intervention therapists.
7-day free trial · No credit card · Cancel anytime
One screen. The state changes, the plan holds.
Ari K.
RBT · Home
Travel
12 min · 4.8 mi
Milo S.
BCBA overlap
Supervision hold
Required today
Nia P.
RBT · Home
Sessions are ordered around authorization and supervision needs.
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“Your sessions run 2-3 hours and fitting clients into an efficient day is a constant puzzle.”
“NDIS plan reviews require detailed session data and your records are scattered.”
“You are driving between clients with no route optimisation and losing billable time.”
“Tracking delivered hours against NDIS funding is a spreadsheet nightmare.”
“You are not claiming your full ATO mileage because logging every drive is tedious.”
We built casedaisy because ABA therapists shouldn’t have to solve this puzzle alone.
Import clients with their addresses, availability windows, and visit requirements. We handle the rest.
casedaisy clusters nearby stops on the same day and spaces appointments with drive-time buffers.
One tap syncs everything to Google Calendar. Open your calendar, see your day, and drive.
The tedious parts, handled.
The import wizard matches your columns, flags what's missing, and builds your caseload in about two minutes.
You review, then approve.
Every suggested visit comes with its plain-language reason — nap window, authorization pace, drive time — so you can trust it or move it.
You review, then approve.
Authorization pacing flags any client at risk of an undelivered session while there's still month left.
You review, then approve.
casedaisy never uses your client data to train outside models.
smart tools plans your day around long PBS sessions, minimising drive time between participants.
Track delivered hours against each participant's NDIS plan. Visual alerts before funding runs out.
Your supervisor sees your schedule. Book observations directly. Track supervision compliance.
Quick dot points after sessions. smart tools generates professional PBS progress notes.
Schedule and track carer training sessions. Log goals and progress.
Every kilometre logged automatically. Reports at the ATO rate. Export for tax time.
Two-way sync with participant details and directions.
Daily predictions: cancellations, plan reviews due, schedule balance tips.
Most therapists already run their caseload in Google Sheets or Excel. Keep it. Download our free caseload template, fill in the columns you already track, and upload it — the import wizard matches your columns, flags anything missing, and builds your caseload in about two minutes.
No account or email needed.
See every free template for this work| Client name | Preferred name | Date of birth | Address |
|---|---|---|---|
| Maya Torres | Maya | 2023-04-12 | 418 Alder St |
Caseload · 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 A$29/month after your free trial.
7-day free trial, no credit card required.
See all plansPrices shown in approximate AUD. Billed in USD.
Prices shown in approximate AUD. Billed in USD.
7-day free trial · No credit card · Cancel anytime