Manage Your OT Caseload with Ease
Are you an occupational therapist balancing direct sessions, documentation, evaluations, and administrative tasks while trying to avoid burnout? This editable OT caseload tracker is designed to simplify occupational therapy caseload management by letting you pre-write common frequencies and durations (fully customizable to your practice) and add non-direct tasks for a complete view of your occupational therapy workload.
With automated calculations, clear caseload breakdowns, and real-time availability tracking, this tool functions as both an OT caseload calculator and an occupational therapy workload calculator, giving you clarity and control over your schedule.
🌟 Key Features & Benefits: 🌟
✅ Fully Customizable Scheduling – Track session durations (e.g., 30-min, 45-min, 60-min) and frequencies (e.g., 1x/week, 2x/week), plus add admin tasks like documentation and meetings.
✅ Caseload Breakdown – Instantly view hours by client, frequency, and duration for accurate OT caseload management.
✅ Availability Tracking – See how many more clients you can take on with automatic calculations of your workload.
✅ Track Non-Direct Hours – Include evaluations, report writing, IEP meetings, or team consults alongside therapy sessions.
✅ Designed for OTs – Perfect for school-based therapists, outpatient clinics, home health, or private practice.
📥 What’s Included: 📥
✅ Google Sheets & Excel Template – Editable, automated, and easy to use.
✅ PDF User Guide – Step-by-step walkthrough to set up and personalize your tracker.
💡 Why You’ll Love It:
✅ Stay Organized – Manage your occupational therapy caseload without overwhelm.
✅ Save Time – Eliminate manual calculations with built-in OT workload calculator functions.
✅ Boost Efficiency –Streamline planning and optimize your occupational therapy case management process.
Whether you’re tracking therapy hours in schools, outpatient care, or home health, this all-in-one occupational therapy caseload management tool helps you maintain balance, prevent overload, and deliver consistent, high-quality care.
Manage Your OT Caseload with Ease
Are you an occupational therapist balancing direct sessions, documentation, evaluations, and administrative tasks while trying to avoid burnout? This editable OT caseload tracker is designed to simplify occupational therapy caseload management by letting you pre-write common frequencies and durations (fully customizable to your practice) and add non-direct tasks for a complete view of your occupational therapy workload.
With automated calculations, clear caseload breakdowns, and real-time availability tracking, this tool functions as both an OT caseload calculator and an occupational therapy workload calculator, giving you clarity and control over your schedule.
🌟 Key Features & Benefits: 🌟
✅ Fully Customizable Scheduling – Track session durations (e.g., 30-min, 45-min, 60-min) and frequencies (e.g., 1x/week, 2x/week), plus add admin tasks like documentation and meetings.
✅ Caseload Breakdown – Instantly view hours by client, frequency, and duration for accurate OT caseload management.
✅ Availability Tracking – See how many more clients you can take on with automatic calculations of your workload.
✅ Track Non-Direct Hours – Include evaluations, report writing, IEP meetings, or team consults alongside therapy sessions.
✅ Designed for OTs – Perfect for school-based therapists, outpatient clinics, home health, or private practice.
📥 What’s Included: 📥
✅ Google Sheets & Excel Template – Editable, automated, and easy to use.
✅ PDF User Guide – Step-by-step walkthrough to set up and personalize your tracker.
💡 Why You’ll Love It:
✅ Stay Organized – Manage your occupational therapy caseload without overwhelm.
✅ Save Time – Eliminate manual calculations with built-in OT workload calculator functions.
✅ Boost Efficiency –Streamline planning and optimize your occupational therapy case management process.
Whether you’re tracking therapy hours in schools, outpatient care, or home health, this all-in-one occupational therapy caseload management tool helps you maintain balance, prevent overload, and deliver consistent, high-quality care.
