Track Every Allocation, Start to Finish
Manage client service allocations with ease. Track appointments, hours, or budgets against approved plans — and know exactly where each case stands.
Built for service tracking
Complete case management
Whatever your service plans look like, Caspen gives you full visibility over every case.
Flexible allowance types
Track allocations by number of appointments, hours, or budget — whatever suits the case.
Case lifecycle tracking
Cases move through upcoming, open, closed, and expired statuses so you always know where things stand.
Real-time consumption
See how much of a case has been used at a glance. Appointments and activities are tracked automatically against the allowance.
Expiry & usage alerts
Get notified before a case expires or when usage hits a threshold. Choose which team members receive alerts for each case.
Client & referrer linking
Link each case to a client, referrer, practitioner, and invoice contact to keep all the relationships clear.
Documents & notes
Attach files and add notes directly to a case. Keep all relevant documentation in one place.
Billable activity tracking
Log face-to-face and non-face-to-face activities against a case, so all billable time is captured alongside appointments.
Missed appointment rules
Choose whether missed or cancelled appointments count against a case's allowance, so usage tracking matches your billing policies.
Get started today
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