One place to start
See the work in front of you.
Move from Today into the schedule, people, services or visits, deadlines, and workload without rebuilding the week in separate tools.
CaseLoad
Your workload, organized around the work you actually do.
Plan the week. Recover missed work. See what still needs attention.
Choose the CaseLoad edition built for School OT or Home Health. Each edition keeps its own workflow, saved workspace, and access boundary.
$24/month per edition14-day full trial · no card required
One CaseLoad trial per account across both editions. The trial does not charge or start a subscription. After it ends, subscribe to the selected edition to continue.
Keep obligations visible
A cancellation does not erase the original need.
School OT retains missed-service follow-up. Home Health keeps the original unmet visit and the open cancellation slot as separate work.
Understand capacity
Workload is more than a count.
See planned time, delivered work, travel or non-service demands, open obligations, and aggregate reports using privacy-minimized information.
Choose the edition built for your setting.
CaseLoad — School OT
$24/month
Students, services, schedules, missed-service follow-up, deadlines, workload, and aggregate reports.
Start your 14-day trial →Subscribe to this editionCaseLoad — Home Health
$24/month
Patients, weekly visits, cancellations, makeup visits, workload, and referral-fit planning.
Start your 14-day trial →Subscribe to this editionSchool OT and Home Health are separate subscriptions. Trial or checkout binds the account to the selected edition; the workspace does not offer an edition toggle. Keep names, addresses, contact details, diagnoses, and official records in your approved system.
A few things to know.
Can I try CaseLoad without a card?
Yes. Select one edition and start 14 days of full access without a credit card or automatic charge.
Can I switch between School OT and Home Health?
No. They are separately acquired editions. The edition selected for trial or purchase determines the workspace the account can open.
Does CaseLoad replace the school record or EHR?
No. CaseLoad organizes privacy-minimized workflow information. Keep identifying information, official documentation, and the authoritative record in your approved system.
What happens after the trial?
Access pauses unless you subscribe to the selected edition for $24/month. Subscriptions renew monthly until canceled.
Start with a realistic CaseLoad workspace.
The public demo uses deterministic synthetic data and is isolated from customer workspaces.