Private Practice Caseload Snapshot – Google Sheet

Keep your caseload organized at a glance with this editable Google Sheet made for private practice SLPs.
Track client info, diagnosis, insurance details, and authorization timelines all in one streamlined snapshot—so you never miss a POC deadline, reauth date, or key parent preference.

✨ Product Highlights
• Fully editable Google Sheet
• Columns for DOB, diagnosis, service type, insurance, and visit counts
• Fields for eval date, POC end date, reeval due, and auth timelines
• Checkboxes for auth required and dropdowns for status tracking
• Section for parent contact info and session preferences
• Color-coded layout for quick scanning
• Google account required to use

📩 This is a digital product. After checkout, you'll receive a PDF with a link to your Google Sheet. No physical item will be shipped.

HIPAA Compliance Notice:
These tools are provided as templates to assist with organization and documentation. It is the responsibility of the user to ensure that all data entered and stored within these sheets is handled in compliance with HIPAA regulations. Users must implement appropriate safeguards (such as secure storage, password protection, and limited access) to protect any protected health information (PHI) they enter. Emily B Speech is not responsible for how these tools are used or for any breach of confidentiality that may result from improper handling of PHI.