Private Practice Evaluation Tracker – Google Sheet

Stay on top of evaluations, reports, and insurance requirements with this editable Google Sheet made for private practice SLPs.
Track referrals, due dates, parent feedback, and authorization status all in one place—so nothing falls through the cracks during a busy caseload season.

✨ Product Highlights
• Columns for client info, referral source, service requested, and eval type
• Fields to track evaluation date, due date, report status, and parent feedback
• Space to document insurance authorization needs and status
• Color-coded layout with dropdowns and checkboxes for easy use
• Ideal for organizing both initial and re-evaluation workflows
• 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.