These editable documents are great for Clinical Fellows (CF) or any SLP who is wishing to get a little more organized and simplified.
The great thing about these documents is that they are completely editable! You can add student's names, add columns or rows as you see fit, change the size of the fonts, you have the ability to alter them in any way that suits your needs! A lot of other editable documents only have small sections that are editable. These are 100% editable. There are no cutesy fonts or boarders, just the information you need in an organized and simplified manner.
These are documents that I made and use everyday to help keep me organized.
1. File Folder Information Inserts
- I work with a lot of students with special needs at multiple locations so it is critical to have important info on hand. Before I start seeing my students, I go through each of their IEPs and fill out the File Folder Information Insert with info regarding allergies, medical info, disorder info, likes, dislikes, side-notes, etc. This saved me in the begining of the year as I was getting to know all of my students. Whenever teachers or nurses shared info or as I made observations myself, I'd quick jot them down on the insert to help keep all of the valuable info in 1 place.
2. Master IEP List
- The Master IEP List includes: Name, Grade, Teacher, ID #, IEP Duration, IEP Renew Month, Related Services, Frequency, Primary Dx, ACCESS Eligible, RR Due, and RR Month. This document will keep you from going back into the student's IEP every time you need a small piece of information. It's all laid out here for you and easy to keep on hand. The nice thing about this list and many of the others is that it requires some time up front to input all of the information, but from there all you need are small revisions here and there as things change. You can also sort your information by grade, name, RR due dates, etc.
3. IEPs and RRs Due Sheet
- I had this document with me at all times so I knew what was coming up next. The nice thing about this document is that you can sort your Master IEP List by RR Month due and then just copy and paste the students name and RR due date. BOOM, done! (Don't forget to update as you get new students! I did that once...oops!)
4. Data Sheets
- These made me feel like the most organized SLP ever. I typed every log note the day the session took place (didn't take me long at all). When it was time to bill ACCESS, I just copy and pasted my note and I was done! This also made progress monitoring a breeze because there is a column for accuracy levels. Once progress reports were due, I just totaled up all of the data and I had my updated percentages! I always printed these before meetings too so I had all of the information I needed nicely organized.
5. Progress Report Checklist
- It's hard to keep track of what you've done when you have 40-70 students to worry about (especially when you're at multiple schools who have different procedures and due dates!). This checklist helped keep me organized and I knew exactly where I was in the process so I could work on the reports in chunks. They are also great for people who are more visual.
6. ACCESS Billing Spreadsheet
- This was another nice organizational tool that helped me visually see where I was with billing and what still needed to be completed.
All of these documents are things that I used and revised as I saw room for improvements. These took me quite some time to create so I'd love to save you that time and hassle and share my templates with you.
I hope you enjoy them :)
P.S. All Student Names and Info Were Made Up for Example Purposes :)
*Check out my "Back to School - Speech and Language BUNDLE" and SAVE*
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