ABA Planner & BCBA Caseload Tracker – Google Sheets & Excel
Designed for busy BCBAs, this ABA Planner & BCBA Caseload Tracker helps you streamline client management, monitor caseloads, and simplify billing—all in one spreadsheet. Fully compatible with Google Sheets and Excel, it includes 7 customizable tabs for efficient workflow management.
🗓️ Session Calendar
Monthly view with automatic updates
Track scheduled sessions, start-of-week/month customizable
Quick overview of session volume and patterns
📊 BCBA Dashboard
Visualize key metrics: total income, session types, cancellations, and trends
Real-time insights for better decision-making
🧾 Session Tracker
Detailed session data input
Automatic payment calculations (insurance, private pay)
Track progress and payment status at a glance
✅ Authorization Tracker
Organize insurance authorizations with automatic status updates
Units used tracked automatically (1 unit = 15 minutes)
Color-coded highlights for quick reference
👤 Client Tracker
Maintain client details: age, start dates, RBT assignment, service location
Track hourly rates and other custom notes
📈 Caseload Planner
Enter ideal hours and instantly see current caseload capacity
Balance workload efficiently for solo practitioners or small teams
⚙️ Set-Up Tab
Customize all dropdowns (services, providers, cancellation reasons)
No formulas required
Save time with automated calculations and dashboards
Reduce administrative stress
Manage client care and caseloads efficiently
Perfect for solo BCBAs or small teams
Download your ABA Planner & BCBA Caseload Tracker today and streamline your practice workflow! 🚀
ABA Planner & BCBA Caseload Tracker – Google Sheets & Excel
Designed for busy BCBAs, this ABA Planner & BCBA Caseload Tracker helps you streamline client management, monitor caseloads, and simplify billing—all in one spreadsheet. Fully compatible with Google Sheets and Excel, it includes 7 customizable tabs for efficient workflow management.
🗓️ Session Calendar
Monthly view with automatic updates
Track scheduled sessions, start-of-week/month customizable
Quick overview of session volume and patterns
📊 BCBA Dashboard
Visualize key metrics: total income, session types, cancellations, and trends
Real-time insights for better decision-making
🧾 Session Tracker
Detailed session data input
Automatic payment calculations (insurance, private pay)
Track progress and payment status at a glance
✅ Authorization Tracker
Organize insurance authorizations with automatic status updates
Units used tracked automatically (1 unit = 15 minutes)
Color-coded highlights for quick reference
👤 Client Tracker
Maintain client details: age, start dates, RBT assignment, service location
Track hourly rates and other custom notes
📈 Caseload Planner
Enter ideal hours and instantly see current caseload capacity
Balance workload efficiently for solo practitioners or small teams
⚙️ Set-Up Tab
Customize all dropdowns (services, providers, cancellation reasons)
No formulas required
Save time with automated calculations and dashboards
Reduce administrative stress
Manage client care and caseloads efficiently
Perfect for solo BCBAs or small teams
Download your ABA Planner & BCBA Caseload Tracker today and streamline your practice workflow! 🚀
