Early intervention

OT · PT · SLP · developmental specialists

Your schedule plans itself around naps, authorizations, and your actual drive.

Casedaisy plans your week around family windows, authorization pace, and the real route between visits — then logs every mile.

Built with working early intervention therapists.

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 workday in one place.

One screen. The state changes, the plan holds.

Today — dashboard

8:30

Maya T.

Speech · 45 min · Home

9:20

Travel

12 min · 4.8 mi

9:45

Leo R.

OT · 60 min · Home

11:00

Nap block

Do not schedule

13:30

Sofia M.

Speech · 45 min · Home

21.4 mi planned 38 min driving

Visits fit around naps and family windows.

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 have 20 NDIS participants across three suburbs and you are planning routes on Google Maps every morning.”

“A plan review is next week and your progress notes are all over the place.”

“You drove from Parramatta to Penrith and back when you had two clients in Penrith.”

“Your supervisor needs to observe a session but your schedules never align.”

“You are not claiming the full ATO cents-per-km deduction because tracking mileage is a pain.”

We built casedaisy because early intervention providers shouldn’t have to solve this puzzle alone.

How casedaisy works

1

Add your caseload

Import clients with their addresses, availability windows, and visit requirements. We handle the rest.

2

Review your schedule

casedaisy clusters nearby stops on the same day and spaces appointments with drive-time buffers.

3

Sync and go

One tap syncs everything to Google Calendar. Open your calendar, see your day, and drive.

The tedious parts, handled.

Not a chatbot. A few well-placed shortcuts.

Bring your spreadsheet.

The import wizard matches your columns, flags what's missing, and builds your caseload in about two minutes.

You review, then approve.

Why this time?

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.

Who's falling behind?

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.

Built for the way early intervention providers actually work

Smart Route Optimisation

smart tools analyses your week and builds the most efficient route across your service area. More participants, less driving.

NDIS Plan Goal Tracker

Track goals from each participant's NDIS plan. Log progress per session. Generate summaries for plan reviews.

smart tools Session Notes

Type quick dot points after a session. smart tools writes professional progress notes — NDIS-appropriate language, ready to save.

morning schedule briefing

Daily predictions: likely cancellations, plan reviews approaching, caseload balance tips.

Funding Tracker

Track delivered hours against each participant's NDIS plan funding. Visual progress bars warn before funding runs out.

ATO Mileage Tracking

Every kilometre logged automatically. Reports at the ATO rate (88c/km). Export for tax time.

Google Calendar Sync

Two-way sync with your existing calendar. Your optimised schedule just appears.

Customisable Dashboard

36+ features you toggle on and off. Session timers, arrival timestamps, custom breaks. Your dashboard, your way.

Bring your spreadsheet.

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.

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

Download for Excel

No account or email needed.

See every free template for this work

Therapy caseload

Client name	Preferred name	Date of birth	Address
Maya Torres	Maya	2023-04-12	418 Alder St

Caseload · 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.

Pediatric therapy

OT · PT · SLP · feeding · school-based

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

ABA therapy

BCBA · BCaBA · RBT

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

Social work / case management

child welfare · APS · case management · family support

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

Real estate

buyer's agents · listing agents · teams

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

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.

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.

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.

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.

Coming next

Being built now — join the waitlist and we'll email you when yours opens.

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 planned

Hospice and palliative home teams

Ordered visit frequency per patient, team visibility, and route-aware days.

See what's planned

Mobile veterinarians

House calls routed by real drive time, client availability windows, and automatic mileage.

See what's planned

Also 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 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 A$29/month after your free trial.

7-day free trial, no credit card required.

Prices shown in approximate AUD. Billed in USD.

Prices shown in approximate AUD. Billed in USD.

Questions? We've got answers.

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