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Preview of Documentation Templates for School OT Therapy Notes & Caseload Organization

Documentation Templates for School OT Therapy Notes & Caseload Organization

Google Sheets file with Documentation Template for Caseload Organization, Direct Session Notes, and Consult Notes. File starts with a caseload roster template that allows you to divide student by classroom, school, direct v consult whatever works best for your caseload. I currently have one file for each school I work at. The caseload roster allows you to input the student, the current service level, their annual IEP date, and any important contacts for that student. Highlight upcoming IEPs to h
Preview of Special Education Data Collection & SDI Service Tracker — Google Sheets Program

Special Education Data Collection & SDI Service Tracker — Google Sheets Program

Special Education Data Collection & SDI Service Tracker — Google Sheets Program For SLPs, OTs, PTs, IS/IVS — Track Caseload, Minutes, & IEP Progress All in One Place! This easy-to-use Google Sheets program helps busy therapists and special educators stay organized and on top of data collection, service minutes, and progress monitoring for IEP goals and objectives. Created for SLPs, OTs, PTs, and IS/IVS, this tool gives you one central place to manage your caseload, weekly schedule, SDI service
Preview of Therapy Data Tracker Mega Bundle | Speech, OT & PT | Google Sheets

Therapy Data Tracker Mega Bundle | Speech, OT & PT | Google Sheets

Created by
KJunResource
Make therapy data collection easier, more organized, and more consistent with this Therapy Data Tracker Mega Bundle for Google Sheets. This mega bundle includes 32 digital data tracking tools designed for school-based therapists, special education teams, and service providers who need a simple way to monitor student progress across Speech Therapy, Occupational Therapy, and Physical Therapy. This bundle brings together therapy-focused trackers for articulation, fluency, language, social skills
Preview of Data & Attendance Tracking - Yearly IEP Services

Data & Attendance Tracking - Yearly IEP Services

📘 OVERVIEW This system is designed to completely transform the way school-based providers manage IEP service tracking. It is built for providers whose IEPs are written for yearly services (i.e. 120 sessions per school year). No more paper data. No more sifting through stacks of paperwork during progress report season. No more manual attendance tracking. No more crossing your fingers that you will reach session counts by the end of the IEP period or school year. This system streamlines every par
Preview of Body Shapes Bundle: Music & Movement Activities | Global Music & Genres (K-5)

Body Shapes Bundle: Music & Movement Activities | Global Music & Genres (K-5)

Created by
Oodles of Music
The Body Shapes Series is all about students taking 3-5 minutes to move their bodies and relax their minds as they experience SEL through music and movement as a class starter, brain break, or mindful way to transition. The original Body Shapes uses global world music while Body Shapes 2 lets you and your students choose from many musical genres.✅ The two resources use slides that are formatted alike so are interchangeable between the two presentations to fit your needs.*** Both resourc
Preview of Service Delivery Calendar - Track Attendance and Minutes 2025-2026

Service Delivery Calendar - Track Attendance and Minutes 2025-2026

Created by
Pink Pomelo
Use this resource keep track of your students’ attendance and service minutes. Simply write the minutes in the box on the calendar that corresponds with the day of service. This is great for special education teachers and related service providers. This resource is editable! Feel free to enter your own important dates and codes/symbols (such as one to indicate the student being absent or not available). Certain holidays are already included and listed in this resource. *Please keep in mind that
Preview of Body Shapes 2 | Music & Movement Brain Breaks with Musical GENRES for SEL (K–5)

Body Shapes 2 | Music & Movement Brain Breaks with Musical GENRES for SEL (K–5)

Created by
Oodles of Music
⭐️ Body Shapes 2 gives students a short, meaningful way to experience music genres through movement, supporting SEL, focus, and musical understanding in grades K–5. Designed as a brain break, class starter, or transition tool, this slideshow pairs instrumental genre-based music with simple body shapes that help students listen, move, and reset together. ⭐️ What Is Body Shapes 2: Genre Jukebox? Body Shapes 2 builds on the original Body Shapes concept, offering a fresh way for students to exp
Preview of School-Based OT Documentation, Caseload & IEP Management Hub – Complete Toolkit

School-Based OT Documentation, Caseload & IEP Management Hub – Complete Toolkit

Created by
The Peds OT Lab
School-Based OT Documentation & Caseload Management Hub • Complete Bundle with SOAP Notes, Progress Reports, IEP Tracking & More ✅ Everything you need to organize, track, and document your entire caseload — in ONE easy-to-use system!Perfect for school-based occupational therapists, speech-language pathologists, physical therapists, and special educators, this digital caseload management bundle includes the full Hub, all linked templates, and BONUS free resources. Whether you’re tracking
Preview of Positive Affirmations & Confidence Building Workbook| For Adults |70 Activities

Positive Affirmations & Confidence Building Workbook| For Adults |70 Activities

Created by
Emily class TH
Help teens and adults build healthier self-esteem, stronger confidence, and more positive thinking habits with this comprehensive printable workbook filled with guided affirmations, reflection exercises, motivational prompts, and confidence-building activities. Perfect for school counseling, SEL programs, therapy support, life coaching, wellness classes, homeschool reflection, advisory periods, and personal growth journeys. ━━━━━━━━━━━━━━━ ✨ WHAT’S INCLUDED ━━━━━━━━━━━━━━━ ✔ 70 Guided Confidence
Preview of Calm Mind Workbook: Stress Relief & Relaxation Activities For Teens & Adults

Calm Mind Workbook: Stress Relief & Relaxation Activities For Teens & Adults

Created by
Emily class TH
Help teens and adults manage stress, calm anxiety, build healthy coping skills, and create sustainable relaxation habits with this comprehensive printable wellness workbook. Designed for school counseling, SEL programs, therapy support, mindfulness groups, homeschool wellness, advisory classes, and personal self-care routines, this workbook combines reflection, breathing exercises, grounding techniques, emotional awareness, and resilience-building practices into one easy-to-use resource. ━━━━━━━
Preview of EDITABLE Caseload List and Spreadsheet Schedule Templates for SLPs

EDITABLE Caseload List and Spreadsheet Schedule Templates for SLPs

Organize your speech therapy caseload with this EDITABLE resource for SLPs, OTs, PTs, and other service providers! Make a caseload list with all the information you needSchedule your students (5 schedule types included - all completely editable so you can customize them any way you want!)Take your organization to a whole new level with compact AND detailed schedules Use the compact version for the bare essentials - who you need to see and whenUse the detailed version for added information like
Preview of PT Gait & Functional Mobility Tracker Bundle | 3 Tools | Google Sheets

PT Gait & Functional Mobility Tracker Bundle | 3 Tools | Google Sheets

Created by
KJunResource
Make physical therapy gait and functional mobility data tracking easier with this PT Gait & Functional Mobility Tracker Bundle | 3 Tools for Google Sheets™. This bundle includes three digital tracker tools designed to help physical therapists, school-based therapy providers, special education teams, and related service providers record gait, endurance, mobility, assistance, tolerance, safety, and progress data in organized Google Sheets tools. This bundle includes three tracker formats for diff
Preview of PT Strength & Range of Motion Tracker Bundle | 3 Tools | Google Sheets

PT Strength & Range of Motion Tracker Bundle | 3 Tools | Google Sheets

Created by
KJunResource
Make physical therapy strength and range of motion data tracking easier with this PT Strength & Range of Motion Tracker Bundle | 3 Tools for Google Sheets™. This bundle includes three digital tracker tools designed to help physical therapists, school-based therapy providers, special education teams, and related service providers record strength, ROM, joint movement, tolerance, and progress data in organized Google Sheets tools. This bundle includes three tracker formats for different therapy da
Preview of PT Balance & Coordination Tracker Bundle | 3 Versions | Google Sheets

PT Balance & Coordination Tracker Bundle | 3 Versions | Google Sheets

Created by
KJunResource
Make physical therapy balance and coordination data tracking easier with this PT Balance & Coordination Tracker Bundle | 3 Versions for Google Sheets™. This bundle includes three digital tracker tools designed to help physical therapists, school-based therapy providers, special education teams, and related service providers record balance, coordination, motor planning, support level, tolerance, and progress data in organized Google Sheets tools. This bundle includes three tracker formats for di
Preview of PT Functional Mobility Tracker | Transfers, Stairs & Mobility | Google Sheets

PT Functional Mobility Tracker | Transfers, Stairs & Mobility | Google Sheets

Created by
KJunResource
Make physical therapy functional mobility data tracking easier with this PT Functional Mobility Tracker | Transfers, Stairs & Mobility for Google Sheets™. This digital tracker is designed to help physical therapists, school-based therapy providers, special education teams, and related service providers record functional mobility data, calculate accuracy percentages, and monitor student progress over time. This tracker can be used to monitor transfers, stairs, floor mobility, classroom mobility
Preview of PT Gait Tracker | Distance, Assistance & Quality | Google Sheets

PT Gait Tracker | Distance, Assistance & Quality | Google Sheets

Created by
KJunResource
Make physical therapy gait data tracking easier with this PT Gait Tracker | Distance, Assistance & Quality for Google Sheets™. This digital tracker is designed to help physical therapists, school-based therapy providers, special education teams, and related service providers record gait and mobility data, monitor walking distance, and track progress over time. This tracker can be used to monitor walking distance, gait skill activities, assistance level, assistive device use, gait quality, and
Preview of PT Balance Tracker | Static & Dynamic Skills | Google Sheets

PT Balance Tracker | Static & Dynamic Skills | Google Sheets

Created by
KJunResource
Make physical therapy balance data tracking easier with this PT Balance Tracker | Static & Dynamic Skills for Google Sheets™. This digital tracker is designed to help physical therapists, school-based therapy providers, special education teams, and related service providers record balance skill data, track loss of balance, and monitor student progress over time. This tracker can be used to monitor static balance, dynamic balance, postural control, weight shifting, and functional balance skills
Preview of PT Strength & ROM Tracker | 10-Trial Checkbox Version | Google Sheets

PT Strength & ROM Tracker | 10-Trial Checkbox Version | Google Sheets

Created by
KJunResource
Make physical therapy data tracking easier with this PT Strength & ROM Tracker | 10-Trial Checkbox Version for Google Sheets™. This digital tracker is designed to help physical therapists, school-based therapy providers, special education teams, and related service providers record strength, range of motion, and movement performance data using a simple trial-based format. This tracker uses a 10-trial checkbox format for quick and consistent data collection. Users can check off each successful
Preview of PT Strength Tracker | Reps, Resistance & Progress | Google Sheets

PT Strength Tracker | Reps, Resistance & Progress | Google Sheets

Created by
KJunResource
Make physical therapy strength data tracking easier with this PT Strength Tracker | Reps, Resistance & Progress for Google Sheets™. This digital tracker is designed to help physical therapists, school-based therapy providers, special education teams, and related service providers record strength exercise data, calculate total reps, and monitor student progress over time. This tracker can be used to monitor strength-building activities and exercises in one organized Google Sheets tool. Simply s
Preview of PT Endurance Tracker | Time, Reps & Tolerance | Google Sheets

PT Endurance Tracker | Time, Reps & Tolerance | Google Sheets

Created by
KJunResource
Make physical therapy endurance data tracking easier with this PT Endurance Tracker | Time, Reps & Tolerance for Google Sheets™. This digital tracker is designed to help physical therapists, school-based therapy providers, special education teams, and related service providers record endurance activity data, track activity tolerance, and monitor student progress over time. This tracker can be used to monitor activity time, reps completed, assistance level, prompt level, tolerance, fatigue, and
Preview of PT Coordination Tracker | Bilateral Skills & Motor Planning | Google Sheets

PT Coordination Tracker | Bilateral Skills & Motor Planning | Google Sheets

Created by
KJunResource
Make physical therapy coordination data tracking easier with this PT Coordination Tracker | Bilateral Skills & Motor Planning for Google Sheets™. This digital tracker is designed to help physical therapists, school-based therapy providers, special education teams, and related service providers record coordination skill data, calculate accuracy percentages, and monitor student progress over time. This tracker can be used to monitor bilateral coordination, motor planning, sequencing, crossing mi
Preview of Digital To-Do List & Planner | Google Sheets Task Manager with Dashboards

Digital To-Do List & Planner | Google Sheets Task Manager with Dashboards

Created by
On Crescent Way
Overwhelmed with IEPs, evaluations, and paperwork?This digital To-Do List and planner for Google Sheets was designed for special education professionals — SLPs, OTs, PTs, and teachers — to manage caseloads, prioritize tasks, and never miss a deadline again. With built-in drop-down categories for IEPs, METs, evaluations, notes and billing, scheduling, progress reports, and paperwork, plus two dynamic dashboards that auto-populate from your To-Do List. The dashboards help you (1) track tasks by du
Preview of School OT Caseload Tracker | Google Sheets IEP & Service Log System

School OT Caseload Tracker | Google Sheets IEP & Service Log System

Stay organized, reduce stress, and keep all your OT caseload data in one place. This editable Google Sheets system is designed specifically for busy school-based therapists. 💡 What’s Included: Caseload student information tracker IEP & ETR due date tracking Direct service log Consultation log ✔️ Features: Editable Google Sheets format Organized, easy-to-use layout Streamlined tracking for school-based therapists Designed to support compliance and documentation needs 📌 Helpful Tips:
Preview of SOAP Note Documentation Bundle | Google Sheets & Google Forms Templates

SOAP Note Documentation Bundle | Google Sheets & Google Forms Templates

Created by
The Peds OT Lab
SOAP Note Documentation Bundle | Google Sheets & Google Forms Templates Simplify your documentation and save time with this SOAP Note Documentation Bundle! This bundle includes both the Google Sheets SOAP Note & Progress Tracker and the Google Forms SOAP Note Template, giving you flexible options for school-based documentation. Perfect for: Occupational Therapists (OT)Speech-Language Pathologists (SLP)Physical Therapists (PT)School Counselors, Social Workers, and Related Service ProvidersWha
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