Casedaisy
What is Casedaisy?
Casedaisy is a smart scheduling[1] tool designed specifically for mobile professionals such as therapists, social workers, real estate agents, and mobile veterinarians. It utilizes AI-powered technology to optimize scheduling by clustering nearby clients, tracking mileage, and automating notes. The platform is built to alleviate the administrative burdens these professionals face, allowing them to focus more on their clients and less on logistics. With features like route optimization[2], evaluation cycle tracking, and seamless Google Calendar integration, Casedaisy helps users manage their caseload effectively and efficiently.
How to use Casedaisy?
- Add your caseload: Import your clients along with their addresses, availability, and specific visit requirements into Casedaisy.
- Review your schedule: Casedaisy automatically organizes your appointments by clustering nearby clients on the same day and accounting for drive-time buffers.
- Sync and go: With a single tap, sync your schedule to Google Calendar, allowing you to view your day and start driving.
What are the main features of Casedaisy?
- Route-Optimized Scheduling: Clusters nearby clients to minimize travel time.
- Supervisor Coordination: Tracks variable hours and flags necessary evaluations.
- Evaluation Cycle Tracking: Alerts for care plan reviews two months in advance.
- Cancellation Tracking: Maintains records of cancelled visits with reasons.
- Mileage Reports: Auto-generates reports for daily routes, exportable in various formats.
- Customizable Dashboard: Over 36 features that can be toggled on and off based on user preference.
Who is Casedaisy for?
Casedaisy is tailored for mobile professionals who require efficient scheduling solutions. This includes early intervention therapists, pediatric therapists, ABA therapists, social workers, real estate agents, and mobile veterinarians. These professionals often face unique challenges related to scheduling, client management, and travel logistics, making Casedaisy an ideal tool to streamline their workflow and improve productivity.
What are the use cases of Casedaisy?
- Therapists: Streamlining client visits and reducing travel time between appointments.
- Social Workers: Managing court deadlines and family visit schedules efficiently.
- Real Estate Agents: Optimizing showing routes and tracking mileage for tax purposes.
Casedaisy Pros and Cons
Pros
- AI-Powered Scheduling: Casedaisy offers AI-driven scheduling that optimizes routes and manages appointments efficiently, saving time for mobile professionals.
- Comprehensive Features: With over 36 customizable features, users can tailor their dashboard to meet specific needs, including session timers and custom breaks.
- Integration with Google Calendar: Casedaisy seamlessly syncs with Google Calendar, allowing users to view their schedules in real-time and manage appointments easily.
Cons
No cons data detected for this tool
Casedaisy Pricing
Starter
Basic plan for individuals.
Solo Pro
Everything in Starter, plus additional features.
Team
Minimum 3 seats. Everything in Solo Pro, plus team features.
Agency
Minimum 10 seats. Everything in Team, plus agency features.
Enterprise
Custom plan for organizations with 50+ professionals.
For the latest pricing, please visit this link: https://www.casedaisy.com/#pricing
Prices are subject to change. Please visit the official website for the most up-to-date pricing information.
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Info current as of post date. Offers and availability may vary by location and are subject to change.
Casedaisy Q&A
Casedaisy is an AI-powered scheduling tool designed for mobile professionals such as therapists, social workers, real estate agents, and mobile veterinarians. It optimizes routes, manages client notes, and syncs with calendars to streamline scheduling.
For more FAQs, please visit this link: https://www.casedaisy.com/#faq
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