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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 yours to reuse as often as you like.

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
  • Opens in Excel and in Google Sheets
$16.99one-time, no subscription
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SLP Private Practice Tracker — the workbook open in Excel

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What it looks like

SLP Private Practice Tracker screenshot
SLP Private Practice Tracker screenshot

Every tab in the workbook

These are the actual sheet names in the file, in order, read out of the workbook itself.

Works in

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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SLP Private Practice Tracker$16.99Buy on Etsy