Pediatric therapy
Pediatric therapy caseload template — free download.
Every child on your caseload with location, caregiver, authorization dates, and visit frequency in one sheet.
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.
- Keep home, school, and clinic clients on one list you can sort
- See authorization end dates before they arrive
- Hand a covering therapist a caseload they can read
Start Here
How to fill the sheet in, and what each tab is for.
Caseload
Client name · Preferred name · Date of birth · Address · City · State/Region · ZIP/Postcode · Caregiver name · Caregiver phone · Caregiver email · Discipline · Visits per month · Visit length (minutes) · Authorization start · Authorization end · Authorized visits · Preferred days · Preferred times · Nap / do-not-schedule · Assigned therapist(s) · Notes
Every column matches the Therapy caseload 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.