This is the mini version of the full Caseload Manager for Speech Therapy. It contains the Daily Tracker and the Schedule. It is meant to give you a very good idea of how the full Manager works. It is fully functional and will be very useful. It gives a running total of how many hours you worked, how many hours of ind/gp. therapy each child received, and all the other reasons they had some kind of contact (IEP or teacher meeting) or why they were not seen. It will accomodate 100 students from May to June.
When you use the Google sheets form (your purchase entitles you to this) you can 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. The Google sheets form also includes the Masterlist, which the Excel version does not. So be sure to request the Google Sheets form once you have your download. The link is located in the READ THIS FIRST tab of the Excel download.
This tool is useful for traditional school settings, charter schools, private practice, contracting with schools and teletherapy. It is flexible for those working anywhere from 1 to 5 days a week in an educational setting.
The database will keep track of each piece of data that you are currently keeping on several other sheets (handwritten and digital).
If you wish to consider purchasing the full Caseload Manager for Speech Therapy, you can read about it here: Monthly Caseload Manager for Speech Therapy
The full Monthly Caseload Manager contains all these additional forms which will automatically calculate for you:
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
You are purchasing a fully functional database in Excel format. However the database is optimized in Google Sheets. You will find instructions on how to receive the Google Sheets in your Excel download. If you do not have access to Google Sheets the this is probably not for you. Please contact me via TpT if you have questions or problems.
Please watch this short tutorial video on youtube to get an idea of what the database will do: Tutorial for Monthly Caseload Manager for Speech Therapy