Review criteria
- +Referral-to-evaluation pipeline
- +Caseload by status and payer
- +Authorization and visit-count flags
- +Front-office only — no clinical detail
SLP Caseload & Intake Tracker in Speech Therapy Practice
The SLP Caseload & Intake Tracker is a copy-ready spreadsheet for speech therapy practice that tracks referrals, caseload, status, payer. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 10 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “SLP Caseload & Intake Tracker”
Tabs: How to use · Referrals · CaseloadFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 10 minutesColumns: 8
Columns (grey = calculated for you)
- Referred
- Client ref
- Age
- Referral source
- Payer
- Stage
- Clinician
- Next step by
- Open the Referrals tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Front-office only: client references and stage; evaluations and goals stay in your EMR.
- Next step by turns red when a referral sits; families often book elsewhere if nobody calls within a week.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
SLP Caseload & Intake Tracker
About this template
It is built for people who want results without another subscription: solo SLPs managing a caseload. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing SLP Caseload & Intake Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Solo SLPs managing a caseload
- +Practices tracking referrals and authorizations
Pause before choosing when
- -Storing clinical notes, goals, or PHI
- -Group practices needing a compliant EMR
About Speech Therapy Practice
Why people consider this option
- +Run intake, scheduling, and billing for a solo practice without paid software
- +Keep your caseload and income records in a file you control
- +Hand clean numbers to your biller at tax time
What to review before acting
- -Front-office use only — never store clinical notes or PHI here
- -Group practices need a compliant EMR
Trust FAQ
Questions people ask before copying a template
Does the SLP Caseload & Intake Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the SLP Caseload & Intake Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the SLP Caseload & Intake Tracker track?
It tracks referrals, caseload, status, payer. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.