SLP Ultimate Caseload Management Spreadsheet | Caseload-At-A-Glance

SLPs have ever-growing caseloads! It is difficult to keep track of IEPs, RRs, make-up time, team members...

This ULTIMATE CASELOAD MANAGEMENT SPREADSHEET will help you stay organized and have all the important information about your students in one place!

The Caseload-At-A-Glance Spreadsheet includes:

- Pre-written formulas to help you calculate age (Y;M)

- Checklist style variables that allow you to easily filter by information

- Each student's row can track:

⋒ Goals

⋒ Type of Tx (e.g., Articulation, Language, etc)

⋒ Age

⋒ Service Minutes (broken down by Group, Individual, and Consult)

⋒ Diagnosis

⋒ IEP and RR Dates that are conditionally formatted to highlight when they are due within 60 days

⋒ Case Manager checkbox that is conditionally formatted to highlight when you are the case manager

⋒ Team Member checklist (including Special Instruction, Occupational Therapist, Physical Therapist, Behavior Therapist, Vision Therapist, Other SLP, and Service Coordinator)

⋒ SETT Process

⋒ Location of services

⋒ Kindergarten eligibility

⋒ Compensatory/Make-Up Time the calculates completed and owed time

⋒ Contact info

⋒ Notes

⋒ Schedule checklist to note which day(s) you see the student

And the best part is that the spreadsheet is completely editable! You can hide rows/columns that you don't need or add new ones to keep up with your growing caseload needs.

The spreadsheet also includes a Tutorial Page that has a sample student input as well as notes that teach you how to use the spreadsheet efficiently! There is also a sheet that includes Other Ideas for how to build your Caseload Management Spreadsheet.