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School PT Caseload Tracker
A school PT caseload tracker for service minutes, make-ups, IEP dates, equipment and orthotics, across every school you cover. 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
- Required vs. delivered minutes for any period, weekly or monthly
- Make-up minutes owed, with provider vs. student absences handled
- Session log where a group entry credits every member
- AFOs, SMOs, walkers, standers and wheelchairs with order and fit-check flags
- Upcoming IEP and re-evaluation dates
- Opens in Excel and in Google Sheets
$14.99one-time, no subscription
Buy on Etsy
Instant digital download · one-time purchase · no subscription
What it does
- Required vs. delivered minutes for any period, weekly or monthly
- Make-up minutes owed, with provider vs. student absences handled
- Session log where a group entry credits every member
- AFOs, SMOs, walkers, standers and wheelchairs with order and fit-check flags
- Upcoming IEP and re-evaluation dates
- Multi-school caseloads
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Caseload Dashboard
- Session Log
- Minutes Check
- Equipment
- Students
Works in
- Microsoft Excel 2016 or later, Windows and Mac
- Google Sheets — upload to Drive and open
- No macros, no add-ins, no subscription
