Private Practice Therapist Caseload and Session Tracker
Deliberately note-free by design, and it says so on the listing. Every column is administrative: cadence, attendance, cancellation pattern, treatment plan review date, last contact. The value proposition is 'the tracker that will not become a record you have to produce' — which is exactly the objection that stops therapists from buying spreadsheet templates. 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
- Deliberately note-free by design, and it says so on the listing.
- Built around the dates that actually bite: Weekly session cadence, treatment plan review dates, insurance session limits, cancellation policy windows.
- Clients tab
- Session Log tab
- Cadence tab
- Plan Reviews tab
- Waitlist 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
- Session Log
- Cadence
- Plan Reviews
- Waitlist
- 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.