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OT Data Tracker
An OT data tracker for school occupational therapists: take goal data in seconds, see a graph for every goal, and get progress reports that write themselves. 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
- Student Dashboard with a graph per goal: baseline, session and progress-monitoring points plus the target line
- Data Log by date, goal, score or level of assistance, cue and setting
- Level-of-assistance picks convert to a 0-5 score automatically
- Caseload Overview: goals on track, students with no recent data, upcoming IEP and re-evaluation dates
- Printable Progress Report per student with auto-written progress sentences and codes
- Opens in Excel and in Google Sheets
$14.99one-time, no subscription
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Instant digital download · one-time purchase · no subscription
What it does
- Student Dashboard with a graph per goal: baseline, session and progress-monitoring points plus the target line
- Data Log by date, goal, score or level of assistance, cue and setting
- Level-of-assistance picks convert to a 0-5 score automatically
- Caseload Overview: goals on track, students with no recent data, upcoming IEP and re-evaluation dates
- Printable Progress Report per student with auto-written progress sentences and codes
- Fine motor, visual motor, handwriting, keyboarding, sensory, self-regulation and self-care areas preloaded
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Student Dashboard
- Student Dashboard
- Data Log
- Progress Report
- Caseload Overview
Works in
- Microsoft Excel 2019, 2021 and 365, Windows or Mac
- Google Sheets: upload the .xlsx to Google Drive and open it with Google Sheets
- 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 or clinic documentation system — those stay your professional judgement.
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