Cadence by stage
Weekly, biweekly, or monthly as the model requires, worked out from enrollment, due date, and the child's birthday.
Home visiting programs
NFP · Early Head Start · HFA · Parents as Teachers
Plan each week around family availability and the cadence required by the family’s current program stage, with fidelity and mileage based on delivered visits.
Built for programs that measure themselves on visits delivered.
7-day free trial · No credit card · Cancel anytime
One screen. The state changes, the plan holds.
Torres family
NFP · Weekly
Travel
12 min · 4.8 mi
Okafor family
HFA · Biweekly
Stage transition
Review today
Chen family
PAT · Monthly
Families are placed against the cadence their model requires.
“You rebuild the week by hand every time a family moves from weekly to biweekly.”
“A family slipped two visits behind and nobody noticed until the quarterly report.”
“Your funder wants expected versus delivered and you are counting rows in a spreadsheet.”
“You crisscross the county because visits were booked in the order families called back.”
“Month end arrives and your mileage is a guess.”
We built casedaisy because the driving week is the job.
Upload a spreadsheet or add families by hand — caregiver, child date of birth or due date, enrollment date, program model, and home visitor. The import wizard matches your column names.
Casedaisy proposes visit times inside each family's availability, spaced with real drive time, and shows who is behind the cadence their stage requires.
Move anything you want, approve once, and the week lands on your calendar with addresses attached.
The tedious parts, handled.
Weekly for the first weeks, biweekly to birth, weekly postpartum, monthly later — whatever your model requires. Casedaisy works out each family's current stage from enrollment, due date, and the child's birthday, and flags families falling behind pace early enough to fix the week.
You review, then approve.
Availability windows, naps, joint visits with a colleague, and the real drive time between homes all shape the week before you approve it.
You review, then approve.
Delivered visits roll straight into expected-versus-delivered fidelity by family and by caseload, and every mile between homes is logged for reimbursement.
You review, then approve.
casedaisy never uses your client data to train outside models.
Weekly, biweekly, or monthly as the model requires, worked out from enrollment, due date, and the child's birthday.
Families falling behind their stage cadence surface early enough to fix the week, not at the quarterly report.
Availability windows, naps, joint visits, and real drive time shape the week before you approve it.
Expected versus delivered visits per family and per caseload, for any period, exportable as CSV or PDF.
Nearby families cluster on the same day with real drive time between homes.
Every mile between homes logged automatically and totalled for reimbursement.
Enrollment, birth, stage transitions, screenings, and graduation, each with a reminder ahead of time.
Sessions logged per home visitor with their own cadence, notes private to the supervisor.
Most programs already track families in Excel or Google Sheets. Keep it. Download the free template, fill in the columns you already keep — family name, caregiver, child date of birth, due date, enrollment date, program model, home visitor — and upload it. The import wizard matches your columns and flags anything missing.
No account or email needed.
See every free template for this work| Family | Caregiver | Caregiver phone | Caregiver email |
|---|---|---|---|
| Torres family | Renata Torres | 9165550142 | renata@example.com |
Families · 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