Speech Therapy Session Notes + Caseload Tracker | SLP Google Sheets | SOAP Notes, Goal Progress, IEP Alerts
Stop rebuilding your documentation system every semester.Built for SLPs in private practice, school-based settings, and teletherapy — this Google Sheets tracker puts your entire caseload in one place: session notes, goal progress, IEP deadline alerts, and parent communication, all linked by client name.You're already stretched thin between sessions, paperwork, and parent calls. The last thing you need is scattered notes across sticky pads, a spreadsheet that only tracks one thing, and an IEP review date that snuck up on you. This tracker was built around how SLPs actually work — not generic caseload templates repurposed from teaching or healthcare.One workbook. Six functional sheets. Everything you need to run your caseload without letting anything fall through.→ Caseload Dashboard — see all active clients, session frequency, IEP review dates, and auto-calculated countdown alerts (🔴 URGENT / ⚠️ SOON / ✅ OK)→ SOAP Session Notes — log Subjective, Objective, Assessment, and Plan for each session in structured rows; searchable by client and date→ Goal Progress Tracker — enter accuracy data per session; auto-calculates average accuracy and mastery status (✅ MASTERED / 📈 APPROACHING / 🔄 IN PROGRESS)→ Parent Communication Log — log every call, email, conference, and written note with follow-up status→ Weekly Session Planner — plan goals, materials, and visual supports for the week ahead; mark each session complete, cancelled, or rescheduled→ Monthly Summary — track sessions scheduled vs. completed, attendance rate, and total service hours per client✓ Private practice SLPs who bill by the session and need clean documentation✓ School-based SLPs managing 30+ students on an active caseload✓ Teletherapy SLPs who need a digital-first, cloud-accessible documentation system✓ CF-SLPs building their first organized documentation workflow✓ SLPs transitioning away from paper notesFormat: Google Sheets (.xlsx) — works in Google Sheets (free) and Microsoft Excel. Download once, use indefinitely. No subscription, no app install required.Get instant access.
Get it → pattybun.gumroad.com