2023-2024 Complete Caseload Management System in Google Sheets

What is a System? Def: A step-by-step process by which a specific task is completed. The process is easily repeatable. Think of a system as the most efficient, time saving way of completing a particular task.

What does this system accomplish? It makes the most time consuming tasks we do as therapists (ahem, documentation) accessible, efficient, organized, and professional. 

Watch the video demo!

Tired of juggling paperwork, missing deadlines, or struggling with Medicaid billing? Reclaim your time and streamline your workflow with this all-in-one digital caseload system designed specifically for school therapists like you.

Why this system is a game-changer:

• Effortlessly manage your entire caseload:
• Students At A Glance
• Demographic Information
• IEP details
• Calculating Chronological Age
• Alerting you of upcoming due dates
• Budgeting/Expense Reports
• Scheduling Assistant

• Never miss a deadline:
• IEP/Evaluation tracking
• End of Marking Period To-Do lists

• Simplify Medicaid billing:
• Easily share to your medicaid documentation system
• Professional and organized in the event you are audited

• Stay organized and audit-ready:
• Easily document your communication with families and collect data from your sessions. Print your notes in a professional presentation when needed.

• Work smarter, not harder:
• Attendance tracking (Pre-dated for 2023-2024 school year)
• Lesson Planning
• Collecting student referrals electronically
• Integrated student data sheets
• Auto fills your "Students At A Glance" information

• Accessible on-the-go: Works seamlessly on your iPad or smartphone, even offline.

• Personalized support: Includes video tutorials and ongoing updates with new features and tips.

Imagine:

• Starting your day knowing exactly what to focus on.
• Confidently tackling Medicaid billing in minutes.
• Having all your student information at your fingertips, wherever you are.
• Spending less time on paperwork and more time helping your students.

This system is perfect for you if:

• You serve multiple ages, grades, or locations.
• You're looking for a streamlined, efficient way to manage your caseload.
• You want to spend less time on documentation and more time on what matters most.               

This digital file will track and automatically update, wherever you are:

• Students At A Glance
• Demographic Information
• IEP details
• Calculating Chronological Age
• Alerting you of upcoming due dates
• Budgeting/Expense Reports
• Scheduling Assistant
• Attendance tracking (Pre-dated for 2023-2024 school year) 
• IEP/Evaluation tracking
• Lesson Planning 
• End of Marking Period To-Do lists
• Collecting student referrals electronically
• Integrated student data sheets
• Auto fills your "Students At A Glance" information 
• Easily document your communication with families and collect data from your sessions 
• Easily share to your medicaid documentation system and cross that billing off your to-do list with just copy and paste!
• Professional and organized in the event you are audited or need to share session notes with your teams and student advocates

And it is totally customized to YOUR unique caseload, by you! 

And I'm here to help! I'll be updating this resource with new features, tips, and tricks each school year. Prior to the next school year, I'll update the attendance tracker and provide you a new caseload system. Just download it each year from "My Purchases."

If you're not familiar with/comfortable with using spreadsheets - don't fret. It comes with a video tutorial for each section and I am always available to help.

Download the Google Sheets App for your iPad/smart phone and have it on the go, and optionally edit "offline" within your school/agency's protected GSuite.