Pediatric OT Session and Intervention Tracker
Caregiver home programme adherence tracked alongside session data. Paediatric OT outcomes live or die on what happens between sessions, and no clinician has a clean way to record it. A Home Program tab with assigned activities, frequency, caregiver-reported completion, and an adherence percentage per client gives the therapist something to show at reevaluation — and gives the buyer a reason to pick this over a generic session log. It opens in Microsoft Excel and in Google Sheets, has no macros and nothing to install, and is reusable every school year.
What it does
- Caregiver home programme adherence tracked alongside session data.
- Built around the dates that actually bite: Authorisation visit limits, reevaluation report due dates, caregiver home programme review points.
- Clients tab
- Goals tab
- Session Log tab
- Home Program tab
- Authorizations tab
- Client Snapshot tab
- Every threshold and dropdown editable on the Lists tab, nothing hardcoded
- Two files included: a blank workbook and a filled example to learn from
- Works in Excel and Google Sheets, no add-ons or macros
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Getting Started
- Dashboard
- Clients
- Goals
- Session Log
- Home Program
- Authorizations
- Client Snapshot
- Lists
What it looks like
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 or clinic documentation system - those stay your professional judgement.