Smart Route Optimization
smart tools plans your week with the most efficient routes across your service area. More families, less driving.
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, 2025Sound familiar?
“You have 20 families across your catchment area and you are planning routes on Google Maps every morning.”
“A review meeting is next week and your progress notes are scattered across different files.”
“You drove from Mississauga to Brampton and back when you had two families in Brampton.”
“Your supervisor needs to join a home visit but coordinating schedules takes days.”
“You are not claiming your full CRA mileage deduction because tracking is too tedious.”
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
Goal Tracker
Track developmental goals per child. Log progress after every visit. Generate review summaries for team meetings.
smart visit-note drafts
Quick bullet points after a session. smart tools writes your clinical note in seconds — professional and ready to save.
morning schedule briefing
Daily predictions: likely cancellations, reviews approaching, how to balance your week.
Supervisor Coordination
Your supervisor sees your schedule. Coordinate observations and joint visits without email chains.
CRA Mileage Tracking
Every kilometre logged automatically. Reports at the CRA rate ($0.70/km first 5,000 km). Export for tax time.
Google Calendar Sync
Two-way sync. Your optimized schedule appears in Google Calendar with addresses and directions.
Customizable Dashboard
36+ toggleable features. Session timers, custom breaks, arrival timestamps. Make it yours.
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.
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.
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 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 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 C$26/month after your free trial.
7-day free trial, no credit card required.
See all plansPrices shown in approximate CAD. Billed in USD.
Prices shown in approximate CAD. Billed in USD.
Questions? We've got answers.
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7-day free trial · No credit card · Cancel anytime