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Clinician Caseload OS

Your caseload, sessions, goals, referrals and CPD hours in one private workspace - follow-ups, outcome progress and licence renewal are tracked for you.

Linked databases
5
Automatic calculations
6
Ready-made views
11
See what is inside ↓

How you get it

  1. 1. Buy once, or use one of your membership downloads.
  2. 2. Open the link we email you and click Duplicate.
  3. 3. It lands in your Notion workspace with every database, link, formula, view and example row ready - works on Notion's free plan.
The Clinician Caseload OS dashboard in Notion with example data
Real screenshot of the dashboard in Notion with the example rows it ships with.
The full system plus optional everyday extras (inbox, tasks, journal and more). Nothing else to buy.
Clinician Caseload system

Next contact date per client is calculated from the last session

Your caseload, sessions, goals, referrals and CPD hours in one private workspace - follow-ups, outcome progress and licence renewal are tracked for you.

5
Linked databases
4
Connections
6
Automatic calculations
11
Ready-made views
⏱️

Saves time

Next contact date per client is calculated from the last session

🔗

Connected data

Goal progress is counted from linked sessions

📊

Calculated for you

CPD hours total up against your renewal requirement

✅

Nothing missed

Referrals awaiting a reply are listed until closed

🔍
🔎

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