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Run your agency’s day from one desk

Caseglen keeps your clients, your clinicians and your office’s tasks together, and tells the right person at the right time.

Clients and the people around them

Two clear client stages, colored the same everywhere, and every clinician linked to the children they work with.

A client profile: Ava K., an active client, with her care team (an occupational therapist, a peer and a case manager), buttons to call, text or email her parent, and a dated log of calls, notes and finished tasks.
A client’s care team: two therapists, a peer and a case manager, each with a phone number.
Potential and active clients
Potential (amber ring) for families being matched, active (green dot) once services start. Inactive clients stay on file with their history.
Everything on one profile
Parent or guardian, phones, services, language, referral source and intake date.
Therapists, peers and case managers
Each has a profile with contact info. Open a therapist to see every client they work with.
Care teams
Link therapists, peers and a case manager to each client, and see the whole team at a glance.
A dated log on everyone
Notes, phone calls, texts, meetings, sessions and home or school visits, with who logged it and when it happened.

Tasks, from request to done

Your secretary picks the client and the contacts fill in on their own. You close it with one click and a short note.

The task board with three columns: Not started, In progress and Done. Each card has a colored stripe for its category, the client it is about and its due date.
Marking a task done: an optional note of what was done, and a Mark done button that emails the person who created the task.
Quick to create
Title, description, category, priority, due date and who it's assigned to. The client's phone, guardian and care team appear on the task.
Board or list
Not started, In progress and Done. Drag cards between columns, or switch to a list grouped by category.
Your categories
Intake, authorizations, scheduling, paperwork, family follow-up: set the categories and colors your office uses.
Done, with a note
Mark done and add what was done. The person who created the task is emailed right away, so they can update your main system.
Comments on every task
Keep the back-and-forth on the task itself instead of in a dozen texts.

The right email at the right time

Nobody has to remember to check. People hear about what is theirs, and each morning starts with a short list.

The morning email: two overdue tasks and three due today, grouped by category, with a button to open my tasks.
New task emails
The person assigned gets an email the moment a task lands.
Done emails
The task's creator is told as soon as it is marked done, with the note.
The morning email
Overdue and due today, grouped by category, at the hour your agency picks.
Google Chat, if you like
Send the same updates to a Google Chat space for the office, or to one person.
Each person chooses
Everyone picks which emails they want in their own settings.

Search, your team, and privacy

Find anyone from any page, invite only the people who need access, and keep details out of inboxes when you want to.

The search bar at the top of every page, finding a therapist, a potential client and a task as you type.
Search everywhere
A search bar on every page finds clients, therapists, peers, case managers and tasks as you type.
Directors and office staff
Directors manage the team, categories and settings. Staff handle the daily work. Invite by email, remove access in one click.
Works on phones
Check your day or close a task between sessions. Nothing to install.
Walled off per agency
Database row-level security keeps each agency's records apart from every other agency.
Minimal-email mode
Emails say a task exists, not who it's about. People open the app to see the details.

Read about security

See it with your own clients

Try it free for 30 days. No card needed, and most offices are set up the same day.

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