Free download

    A free caseload template for home-visit therapists.

    One sheet for everything you already keep in scattered notes: clients and addresses, caregivers, authorization windows, visit frequency, and the nap times you schedule around. Works in Google Sheets or Excel, and imports straight into casedaisy when you're ready.

    Open in Google Sheets (free copy) Download for Excel

    No signup, no email required. Make a free copy in Google Sheets, or download the Excel file.

    What's inside

    Preview of the free Casedaisy caseload template showing the Caseload tab with columns for client info, caregivers, authorizations, and nap blocks, plus tabs for Weekly Schedule, Session Log, Authorization Tracker, Mileage Log, and Dashboard.
    • Caseload w/ authorization flags
    • Weekly Schedule
    • Session Log
    • Authorization Tracker with at-risk status
    • Mileage Log with IRS-rate cell
    • Dashboard

    Column-by-column breakdown

    Client name / preferred name

    What the family calls them, so your schedule reads like real life.

    Address, city, ZIP

    Feeds drive-time routing when you import.

    Caregiver name, phone, email

    Multiple caregivers per client are supported.

    Discipline

    Speech, OT, PT, DI, or whatever you provide.

    Visits per month / visit length

    Drives authorization pacing.

    Authorization start, end, authorized visits

    So nothing lapses quietly.

    Preferred days / times

    Soft preferences the planner tries to honor.

    Nap / do-not-schedule window

    Hard blocks the planner never books over.

    Assigned therapist(s)

    First name listed becomes the owning therapist on import.

    Notes

    Anything else you track today.

    Want us to send it instead? (optional)

    Prefer it in your inbox, or want a column added? Email hello@casedaisy.com and we'll send it over. The downloads above work without giving us anything.

    Then import it in about two minutes

    Upload the filled-in sheet in casedaisy and the import wizard matches your columns, flags anything missing, and builds your caseload — addresses become routes, authorization dates become pacing, nap windows become blocks the planner won't book over.

    Start free

    7-day free trial · no credit card required