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School PT Bundle
A school PT bundle: caseload and minutes, a weekly schedule with travel, and gross motor goal data with graphs, in three matching Excel files. The files open in Microsoft Excel and in Google Sheets, have no macros and nothing to install, and are yours to reuse as often as you like.
What you get
- Service minutes, IEP dates and equipment for every student, across every school
- A weekly schedule that fills itself, with travel, capacity and minutes checks
- Gross motor goal data with a graph for every goal and progress reports
- Example and Blank file for every product
- Each file stands on its own; nothing needs to be linked
- Opens in Excel and in Google Sheets
$34.99one-time, no subscription
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What it does
- Service minutes, IEP dates and equipment for every student, across every school
- A weekly schedule that fills itself, with travel, capacity and minutes checks
- Gross motor goal data with a graph for every goal and progress reports
- Example and Blank file for every product
- Each file stands on its own; nothing needs to be linked
What it looks like


What is in the bundle
- School PT Caseload Tracker — service minutes, IEP dates and equipment across every school
- PT Schedule Builder — a weekly schedule with travel, capacity and minutes checks
- PT Data & Goal Tracker — gross motor goal data, graphs and progress reports
Works in
- Microsoft Excel 2019, 2021 and 365, Windows or Mac
- Google Sheets: upload each .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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