Therapy Caseload & Waitlist Planner
Plan referrals, waitlists, clinician capacity, appointment attendance, and nonclinical progress signals without exposing PHI.
Interactive sample in preparation
What you get
A useful first version with the main workflow already mapped out.
- Clinician load heatmap
- Waitlist matching drawer
- Referral-to-visit funnel
- Privacy-aware cohort display
Sample data
Six synthetic months of fictional referral, waitlist, clinician, availability, appointment, attendance, discharge, and nonclinical progress-check records.
Measures included
- Active caseload
- Wait days
- No-show rate
- Utilization
- Referral conversion
Connect your data
Start with the sample rows, then replace them with the systems you already use.
CSV
File import
De-identified referrals, appointments, attendance, and discharge exports
Google Calendar
API ready
Compatible clinician availability and appointment blocks
Google Sheets
Direct connector
Skills, capacity, cadence, and waitlist priorities
Postgres
Direct connector
De-identified caseload and scheduling aggregates
Make it yours
Describe a change in plain English and keep adapting the tool as the work changes.
- 01Prioritize after-school appointment demand
- 02Add clinician modality constraints
- 03Create a cancellation backfill queue
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