SLP Private Practice Tracker
A speech therapy caseload system for a private practice — ten clients, six goals each, automatic progress maths, authorization renewals that count themselves down, and session minutes totalled ready for superbills. 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
- Five tiles across the whole practice, plus a per-client filter
- Every goal ranked with a progress bar and a mastery badge
- A stale-data flag on anyone not seen in fourteen days
- Caseload Manager: ten clients, entered once, wired to their tabs
- S01-S10: six goals each with counts, trials and automatic percentages
- Service Log: session minutes totalled by month for superbills
- Authorization renewal and plan review countdowns
- Build to 100% or Reduce to 0% — both goal directions handled
Every tab in the workbook
These are the actual sheet names in the file, not a feature list.
- Dashboard
- Caseload Manager
- S01
- Service Log
- Settings
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.