Home/Spreadsheets/IEP & Special Education/OT Caseload and Client Manager

OT Caseload and Client Manager

A private practice OT caseload manager that carries a client from referral to discharge, with the dashboard calculated for you. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is yours to reuse as often as you like.

What you get

Referral through to discharge
Referral funnel shows where enquiries stall
Overdue reviews ranked by days past due
Goals with baseline, target and progress
Only Attended visits count to auth
Opens in Excel and in Google Sheets

$16.99one-time, no subscription

Buy on Etsy

Instant digital download · one-time purchase · no subscription

OT Caseload and Client Manager — the workbook open in Excel

What it does

Referral through to discharge
Referral funnel shows where enquiries stall
Overdue reviews ranked by days past due
Goals with baseline, target and progress
Only Attended visits count to auth
Six KPI tiles on the last full month

What it looks like

OT Caseload and Client Manager screenshot

Every tab in the workbook

These are the actual sheet names in the file, not a feature list.

Dashboard
Clients
Visits
Goals
Referrals
Caseload
Setup
About & Disclaimer

Works in

Microsoft Excel 2016 or later, Windows and Mac
Google Sheets — upload to Drive and open
No macros, no add-ins, no subscription

Honest scope

This is an organizational template. It reports the data you enter. It does not determine mastery, eligibility or compliance, and it does not replace your district documentation system — those stay your professional judgement.

Others in IEP & Special Education

OT Caseload and Client Manager$16.99Buy on Etsy