Social work and case management
Social work caseload template — free download.
Cases, case numbers, contact frequency, and key dates on one list you can sort by what is due.
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.
- See required contact frequency beside each case
- Keep key dates visible across the whole caseload
- Hand over a caseload with its dates already written down
Start Here
How to fill the sheet in, and what each tab is for.
Cases
Client · Case number · Case type · Address · City · State/Region · ZIP/Postcode · Primary contact · Contact phone · Contact email · Contact frequency · Preferred days · Preferred times · Key dates · Assigned caseworker(s) · Notes
Every column matches the Social work 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.