SLP Ultimate Caseload Management Spreadsheet | Caseload-At-A-Glance
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- Excel Spreadsheets
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Description
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:
â‹’ Goals
â‹’ Type of Tx (e.g., Articulation, Language, etc)
â‹’ Age
â‹’ Service Minutes (broken down by Group, Individual, and Consult)
â‹’ Diagnosis
â‹’ IEP and RR Dates that are conditionally formatted to highlight when they are due within 60 days
â‹’ Case Manager checkbox that is conditionally formatted to highlight when you are the case manager
â‹’ Team Member checklist (including Special Instruction, Occupational Therapist, Physical Therapist, Behavior Therapist, Vision Therapist, Other SLP, and Service Coordinator)
â‹’ SETT Process
â‹’ Location of services
â‹’ Kindergarten eligibility
â‹’ Compensatory/Make-Up Time the calculates completed and owed time
â‹’ Contact info
â‹’ Notes
â‹’ 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.