Related Services Tracker | Automated Caseload & Scheduling System for SLPs & OTs

✨ Plan, group, schedule, and track your entire caseload in one connected system.

There is truly nothing else like this for school-based related service providers.

This Related Services Tracker was designed for school-based providers who need a simple, visual way to manage students, service minutes, and monthly sessions without juggling multiple documents or manual calculations.

Instead of juggling multiple documents, everything flows together: enter your caseload once, schedule sessions on the calendar, and let the dashboard track sessions and service minutes for you.

🔹What this template helps you do:

📋 Caseload planning

• List all students, goals, service types, minutes, and frequency
• Monthly totals calculate automatically
• Filter by any column to quickly find students or goal groups

⚙️ One Time Simple Setup

• Add your goal categories and focus areas
• Enter student names and grades
• Customize schedule change reasons
• Drop-down menus populate automatically throughout the file

🗓️ Calendar Scheduling

• Plan sessions day by day using easy drop-down menus
• Select goal focus areas and students
• Enter session length (optional)
• Log schedule changes or cancellations

📊 Automatic Tracking & Monthly Dashboard

• Sessions and minutes update instantly as you schedule
• Monthly dashboard tracks totals per student and goal
• Color-coded progress shows what’s complete, pending, or needs make-ups
• Quickly see who is on track—no manual math required

🎯 Perfect for:

• Speech therapists
• OTs and PTs
• School counselors
• Related service providers
• Other related service providers
• Anyone managing service minutes and multiple students

💚 Why Teachers Love It

• Visual and easy to read
• Color coded for clarity
• Saves hours of manual tracking
• No complicated formulas to maintain
• Everything connected in one place

🖥️ Digital Product Info

This is a digital product for Google Sheets. You will receive a PDF with a link to make your own copy.

This purchase includes a single-user license for personal or classroom use only. This product is not for resale or redistribution.

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