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Preview of School-Based OT/PT/SLP/CC Notes Documentation System Spreadsheet Template

School-Based OT/PT/SLP/CC Notes Documentation System Spreadsheet Template

As a school-based occupational therapist, I spent years trying to figure out the best system for daily notes. I have developed this spreadsheet as an efficient tool to organize daunting IEP information and make sure that I am documenting all of my data and student information in a quick, easy, and effective way. My school district doesn't have a documentation system and I have created this customizable spreadsheet to meet the needs of my students as well as my needs as an OT. This is a wonderful
Preview of Data Tracker

Data Tracker

This data tracker is designed to record the frequency of a specific behavior, skill, or event across the school week. It allows educators or staff to document occurrences each day (Monday–Friday) along with the corresponding dates. This chart supports consistent progress monitoring, helps identify patterns or trends over time, and provides useful data for instructional planning, interventions, or communication with families and support teams.
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