Caseload Management Template

$9.99

Caseload Management Template & Therapist Caseload Tracker – Excel & Google Sheets

Manage your clients efficiently with this Caseload Management Template, designed for therapists, social workers, counselors, psychologists, and mental health professionals. This caseload tracker gives you a clear overview of your client sessions, non-direct hours, and weekly availability—so you can stay organized and prevent burnout.

⭐ Key Features & Benefits

  • Fully Customizable Scheduling: Track session durations (60-minute, 90-minute, or custom) and frequency (weekly, bi-weekly, monthly).

  • Caseload Breakdown: See clients by session type, duration, and total hours for better workload management.

  • Availability Tracking: Automatically calculate how many additional clients you can take without overbooking.

  • Non-Direct Hours Monitoring: Include documentation, supervision, admin tasks, and training in your schedule.

  • Designed for Mental Health Professionals: Ideal for private practice therapists, social workers, and counselors managing multiple clients.

📥 What’s Included

  • Editable Excel & Google Sheets Template: Automated and ready for seamless tracking.

  • PDF User Guide: Step-by-step instructions to customize and use the template effectively.

💡 Why You’ll Love It

  • Stay Organized: Keep a structured, at-a-glance view of your caseload and responsibilities.

  • Save Time: Streamline scheduling and reduce manual tracking.

  • Prevent Burnout: Optimize your workload balance to focus on quality client care.

Take control of your practice with this Caseload Management Template & Therapist Caseload Spreadsheet—organize your clients, optimize your schedule, and stay stress-free!

Caseload Management Template & Therapist Caseload Tracker – Excel & Google Sheets

Manage your clients efficiently with this Caseload Management Template, designed for therapists, social workers, counselors, psychologists, and mental health professionals. This caseload tracker gives you a clear overview of your client sessions, non-direct hours, and weekly availability—so you can stay organized and prevent burnout.

⭐ Key Features & Benefits

  • Fully Customizable Scheduling: Track session durations (60-minute, 90-minute, or custom) and frequency (weekly, bi-weekly, monthly).

  • Caseload Breakdown: See clients by session type, duration, and total hours for better workload management.

  • Availability Tracking: Automatically calculate how many additional clients you can take without overbooking.

  • Non-Direct Hours Monitoring: Include documentation, supervision, admin tasks, and training in your schedule.

  • Designed for Mental Health Professionals: Ideal for private practice therapists, social workers, and counselors managing multiple clients.

📥 What’s Included

  • Editable Excel & Google Sheets Template: Automated and ready for seamless tracking.

  • PDF User Guide: Step-by-step instructions to customize and use the template effectively.

💡 Why You’ll Love It

  • Stay Organized: Keep a structured, at-a-glance view of your caseload and responsibilities.

  • Save Time: Streamline scheduling and reduce manual tracking.

  • Prevent Burnout: Optimize your workload balance to focus on quality client care.

Take control of your practice with this Caseload Management Template & Therapist Caseload Spreadsheet—organize your clients, optimize your schedule, and stay stress-free!