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School Psych Evaluation Tracker

A school psych evaluation tracker with an eight-step checklist from Referral to Follow-Up: current phase, weeks open, eval type, meeting date and skipped-step detection for every open evaluation. It opens in Microsoft Excel, has no macros and nothing to install, and is yours to reuse as often as you like.

What you get

8 steps per evaluation as checkboxes, from Referral to Follow-Up
Current Phase, Weeks Open, Status and Next Step for every evaluation
A skipped step is flagged
Dashboard: active, due soon, overdue, incomplete and completed, plus an Evaluations by Phase chart
Printable one-page evaluation checklist
Opens in Excel

$12.99one-time, no subscription

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School Psych Evaluation Tracker — the workbook open in Excel

What it does

8 steps per evaluation as checkboxes, from Referral to Follow-Up
Current Phase, Weeks Open, Status and Next Step for every evaluation
A skipped step is flagged
Dashboard: active, due soon, overdue, incomplete and completed, plus an Evaluations by Phase chart
Printable one-page evaluation checklist
Two files: a Blank file and a Filled Example with 12 sample evaluations

What it looks like

School Psych Evaluation Tracker screenshot

Every tab in the workbook

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

PSY Dashboard
PSY Tracker
PSY Tracker
PSY Printable

Works in

Microsoft 365 (Excel for Windows, Mac or the web); the step boxes are native Excel checkboxes
Google Sheets can import it, but the checkboxes may show as TRUE / FALSE
No macros, no add-ins

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.

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School Psych Evaluation Tracker$12.99Buy on Etsy