Route-aware scheduling around naps, daycare, and school pickup
Hard blocks for naps, feeds, and do-not-schedule hours the planner will not touch
Occupational therapists
The scheduling app for occupational therapists who drive to their clients.
Casedaisy is a caseload scheduling and mileage app for occupational therapists who see clients in homes, daycares, and schools rather than in one clinic. It builds each day around your real driving route, protects nap and mealtime windows, paces visits against each authorization, and logs mileage between stops automatically.
Built for travelling OTs and COTAs carrying a mixed caseload across several towns — including the supervision hours a COTA's plan of care requires.
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.
A clearer week for occupational therapists.
One screen. The state changes, the plan holds.
Today — dashboard
8:30
Maya T.
Speech · 45 min · Home
9:15
Drive
12 min · 4.8 mi
9:45
Leo R.
OT · 60 min · Home
10:45
Drive
18 min · 7.1 mi
12:30
Nap block
Sofia M. — do not schedule
13:30
Sofia M.
Speech · 45 min · Home
21.4 mi planned 38 min driving
Your day is planned around naps, authorizations, and the drive — before you've had coffee.
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, 2025Built around the real work.
“Your caseload is not a list of appointments, it is a driving problem with children attached. Casedaisy sequences home and daycare visits so the drive chain makes sense, and never books over a window a family told you to protect.”
“Occupational therapy authorizations expire quietly. Casedaisy tracks the authorized visit count and the window for every client and tells you who is behind while there is still time to catch up.”
“Mileage is computed from the actual sequence of stops you drove, not typed in from memory at the end of the month.”
Built for travelling OTs and COTAs carrying a mixed caseload across several towns — including the supervision hours a COTA's plan of care requires.
How casedaisy works for occupational therapists
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 occupational therapists work
Route-aware scheduling around naps, daycare, and school pickup
Soft preferences ("Tuesdays after 2", "daycare only before lunch") the planner tries to honor
Authorization pacing so no OT units expire
Visits delivered vs. visits authorized, per client and per period
Authorization pacing so no OT units expire
Behind-on-pacing alerts with suggested make-up slots
Automatic drive-chain mileage for every visit day
Home base to first client, client to client, last client home
Automatic drive-chain mileage for every visit day
Commute legs included or excluded in one toggle
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 $19/month after your free trial.
7-day free trial, no credit card required.
See all plansQuestions? We've got answers.
Planyouroccupationaltherapistscaseloadwithoutrebuildingtheweekbyhand.
Start Your Free Trial
7-day free trial · No credit card · Cancel anytime