Spreadsheet templates for clinicians

These are the workbooks the free calculators were extracted from. The calculator answers one question once; the workbook does it across a caseload, keeps the history, and charts the trend.

For speech-language pathologists

• SLP Mini Caseload Tracker — 10 students, 6 goals, automatic progress.
• SLP Caseload Data System — Goal tracking and progress monitoring in one file.
• SLP Large Caseload Tracker — Built for 100 students and district-level reporting.
• SLP Workload Tracker — Direct and indirect time against your contracted hours.
• Speech Therapy Schedule Builder — Group planner with a service-minutes check.
• SLPA Supervision Log — Direct observation percentage and weekly documentation.
• SLP Progress Report Generator — Turns your data into a formatted report, offline.

For occupational and physical therapists

• OT Caseload Tracker — School-based service minutes log.
• School OT Workload Tracker — OT and PT caseload hours and equipment.
• Pediatric OT Log — Session and home-programme adherence.
• Practice Dashboard — Clinician productivity and contribution, for owners.

For special education teams

• IEP Goal Tracker — Progress monitoring and report builder.
• IEP Caseload Tracker — Compliance and meeting log for case managers.
• IEP Due Date Tracker — Annual reviews and triennial dates.
• IEP Progress Monitoring Spreadsheet — Graphs your data automatically.
• Reading Intervention Tracker — MTSS progress monitoring and tier decisions.

Licensing and continuing education

• CEU Renewal Tracker — Multiple licences, separate renewal dates.
• CEU Tracker, multi-state — Continuing education log for clinicians.

What you get

Every workbook ships in Excel and Google Sheets, with the formulas visible and unlocked where you need to change them, example data you can clear in one step, and a Getting Started tab written for someone who has never opened it before. They are bought once and yours to keep, including on a school laptop with no internet access.