Home visiting programs

    NFP · Early Head Start · HFA · Parents as Teachers

    The scheduling app that keeps every family on the visit cadence your model requires.

    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.

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    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 cadence in one place.

    One screen. The state changes, the plan holds.

    Today — dashboard
    8:30

    Torres family

    NFP · Weekly

    9:20

    Travel

    12 min · 4.8 mi

    9:45

    Okafor family

    HFA · Biweekly

    11:00

    Stage transition

    Review today

    13:30

    Chen family

    PAT · Monthly

    21.4 mi planned 38 min driving

    Families are placed against the cadence their model requires.

    Sound familiar?

    “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.

    How casedaisy works

    1

    Bring your caseload

    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.

    2

    Review a route-aware week

    Casedaisy proposes visit times inside each family's availability, spaced with real drive time, and shows who is behind the cadence their stage requires.

    3

    Approve, sync, and drive

    Move anything you want, approve once, and the week lands on your calendar with addresses attached.

    The tedious parts, handled.

    Not a chatbot. A few well-placed shortcuts.

    Cadence by stage, kept on track.

    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.

    A week built around families.

    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.

    Fidelity and mileage from the visits you actually made.

    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.

    Built for the way home visitors actually work

    Cadence by stage

    Weekly, biweekly, or monthly as the model requires, worked out from enrollment, due date, and the child's birthday.

    Behind-pace flags

    Families falling behind their stage cadence surface early enough to fix the week, not at the quarterly report.

    A week built around families

    Availability windows, naps, joint visits, and real drive time shape the week before you approve it.

    Fidelity reporting

    Expected versus delivered visits per family and per caseload, for any period, exportable as CSV or PDF.

    Route-aware planning

    Nearby families cluster on the same day with real drive time between homes.

    Mileage reports

    Every mile between homes logged automatically and totalled for reimbursement.

    Key dates

    Enrollment, birth, stage transitions, screenings, and graduation, each with a reminder ahead of time.

    Reflective supervision

    Sessions logged per home visitor with their own cadence, notes private to the supervisor.

    Bring your caseload sheet.

    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.

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

    No account or email needed.

    See every free template for this work
    Family roster
    FamilyCaregiverCaregiver phoneCaregiver email
    Torres familyRenata Torres9165550142renata@example.com

    Families · Starts with an instruction tab.

    Built to be trusted with a caseload of families.

    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 More

    Pediatric therapy

    OT · PT · SLP · feeding · school-based

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

    Learn More

    ABA therapy

    BCBA · BCaBA · RBT

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

    Learn More

    Social work / case management

    child welfare · APS · case management · family support

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

    Learn More

    Real estate

    buyer's agents · listing agents · teams

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

    Learn More

    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.

    Learn More

    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.

    Learn More

    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.

    Learn More

    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.

    Learn More

    Built for programs, 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 $19/month after your free trial.

    7-day free trial, no credit card required.

    See all plans

    Questions? We've got answers.

    Yourfirstmorningwithoutschedulingstressisoneclickaway.

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