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School Social Worker Caseload Tracker
A school social worker caseload tracker: log contacts, IEP service minutes, home visits and community referrals in one place, with follow-ups that flag themselves. 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
- Program Dashboard: students seen, contacts, home visits, IEP minutes met, open referrals and follow-ups for any month
- Student Snapshot with a student's plan, last 15 contacts, referrals and minutes
- Contact Log for home visits, attendance interventions, basic-needs support and meetings, with follow-up reminders
- Referrals with agency, type, consent and status, plus automatic follow-up and open-too-long flags
- Agency directory that feeds the referral dropdown
- Opens in Excel and in Google Sheets
$16.99one-time, no subscription
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Instant digital download · one-time purchase · no subscription
What it does
- Program Dashboard: students seen, contacts, home visits, IEP minutes met, open referrals and follow-ups for any month
- Student Snapshot with a student's plan, last 15 contacts, referrals and minutes
- Contact Log for home visits, attendance interventions, basic-needs support and meetings, with follow-up reminders
- Referrals with agency, type, consent and status, plus automatic follow-up and open-too-long flags
- Agency directory that feeds the referral dropdown
- Groups credit every member; Minutes Check shows required vs. delivered IEP minutes and minutes owed
What it looks like
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Program Dashboard
- Student Snapshot
- Referrals
- Minutes Check
Works in
- Microsoft Excel 2019, 2021 and 365, Windows or Mac
- Google Sheets, through the copy link in the included PDF
- 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 documentation system — those stay your professional judgement.
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