Look no further. This is the complete tool for managing your caseload. It has several sheets that will track all the details of your caseload:
Masterlist (all the IEP specific data and demographic data, Medicaid, etc)
Daily Tracker (for keeping track of each session time, type, and non therapy services)
Admin Log (for reporting your therapy hours to administrators every month)
Kindergarten screenings (who, which screening, pass/fail/monitor)
Language Sampling Analysis
AND an Annual Report
It will accomodate 100 students from May to June and all of the above sections calculate automatically. You just put your student's ID, your work hours, and the therapy hours. All the rest will automatically calculate itself!
This tool is useful for traditional school settings, charter schools, private practice, contracting with schools and teletherapy. Its flexible for those that work from 1-5 days a week in an educational setting. It is set up for monthly tracking.
Use it on your laptop, desktop or iPad-any device that can access Google Drive! Change the settings for the sheet to access it offline if you want to take it to a location where there is no wifi. It will sync when wifi is available. All of this is available when you access the Google sheets form of the database.
The Excel download you are buying is functional, but does not have the flexibility and mobility of the Google Sheets format. Your purchase entitles you to both but you will not want to use the Excel format once you see all the bells and whistles of the Google Sheets format! Due to TpT requirements I have to provide the Excel version (they do not have the capability of selling items that are in Google sheets format....yet.) Your Excel download contains the link to the Google sheets form in the READ THIS FIRST tab.
The database will keep track of each piece of data that you are currently keeping on several other sheets (handwritten and digital). The best part is the Annual Report. This report is AUTOMATICALLY populated so that at the end of the year you know how many kids were served, how many hours delivered, how many individual and group hours, how many students served by eligibility category, and more. It will print on one sheet for you to give to your administrator at years end.
Not sure? You can purchase a Mini Caseload Manager for Speech Therapy which ONLY includes the Daily Tracker and the Schedule. These are the exact same two sheets from this full Caseload Manager. The Google Sheets form also includes the Masterlist. You can find that here: Go Fish Blitz
You are purchasing a functional database in Excel format. However the database is optimized in Google Sheets. If you don't have access to Google sheets then this database is.probably not for you. All the bells and whistles are in the Google Sheets version so be sure to use that version instead. You will find instructions on how to receive the Google Sheets in your Excel download on the first page that says: READ FIRST. Please contact me via TpT if you have questions or problems.
Watch this short tutorial video on youtube to get an idea of what the database will do: Monthly Caseload Manager Video Tutorial