Aging life care
Client roster template — free download.
Clients, facilities, care circle contacts, and visit frequency on one roster.
What is in the file
The file opens with a Start Here tab explaining how to use it, then the working tabs below. Delete the example row and use it.
- Know the facility and the care circle before you call
- Keep visit frequency next to each client
- Give a colleague covering you the full picture
Start Here
How to fill the sheet in, and what each tab is for.
Clients
Client · Date of birth · Address · City · State/Region · ZIP/Postcode · Facility · Care circle contacts · Preferred contact method · Visit frequency · Preferred days · Preferred times · Assigned care manager · Notes
Every column matches the Client roster import inside Casedaisy one-to-one, so a finished sheet can be brought straight in.
When the spreadsheet stops keeping up
casedaisy takes these same columns and builds the week around them — drive time, windows, and the dates that must not slip. You can start from this file.