For school-based OTs managing their own caseload
Open one workspace to see required service minutes, upcoming deadlines, today’s schedule, notes to finish, and students who may be falling behind.
No more comparing a spreadsheet with your calendar and unfinished-note list just to work out what comes next.
Features
Enter the current service plan once. Use those dates, minutes, goals, and service details to build the schedule, document sessions, and prepare reports.
See the minutes required by the current plan, the minutes already completed, and what is left before the service period ends. If a student falls behind, they appear on the attention list so you can decide what to do next. Earlier plan versions stay in the student’s history.
See the caseload recordCreate a schedule draft around student availability, group size, no-pull times, campus travel, locked sessions, provider requirements, and A/B weeks. If a session won’t fit, the platform tells you why. The result stays a draft until you accept it.
See how scheduling worksOpen the scheduled session, mark attendance, record minutes, and add each student’s response. For a group, enter the shared session once while attendance and responses stay individual. Only completed and approved minutes count as delivered service.
See session documentationGoal observations, consultations, follow-up dates, and session history stay with the student. Choose a reporting period, review the dated records, write your progress summary, and decide when the report is final.
See progress and reportsMissed service example
Record the absence from the scheduled session. The student’s remaining minutes and follow-up task update without another spreadsheet entry.
Open the scheduled session, mark attendance, and add the context you need to keep.
When the absence doesn’t count as delivered service, the delivered total stays the same and the minutes the student still needs remain visible.
The platform adds a makeup item tied to the student and the service they missed, alongside the rest of the work that needs attention.
Try a new block in a schedule draft. The school-day checks run again, and your current schedule changes only when you accept the draft.
Your approval
Review what fit, what did not, and why. Nothing replaces your accepted week until you approve the new draft.
The platform gathers the dated notes and observations. You write what they mean for the student’s progress and choose when to finalize the report.
A new service plan does not overwrite the one it replaced, and completed records keep their history.
FAQ
No. You can begin with a blank workspace or validate a caseload CSV before importing it. Add and check records at a pace that works for you.
You activate a new version with its own dates and service details. The previous version remains in the student’s history, so the earlier record is not erased.
No. It brings the dated goal observations, consults, and session records into the reporting period. You write the progress summary, review the draft, and decide when it is final.
Solo is for one school-based OTR. Choose Team when OTRs and COTAs need individual accounts, student assignments, shared scheduling, and a supervision review process. See the team workflow.
Pricing
Use it for unlimited active students. Solo includes service plans and due dates, schedule drafts, session documentation, progress reports, caseload import, and record exports.
Or pay $120 for one year. Both options include the same platform.
Start your Solo workspace Book a walkthrough Your first 30 days are free and don’t require a card. We show your plan and price again before paid billing begins.