School OT Caseload Log

$3.00

IEP dates, goals, progress and service minutes, your whole caseload in one place.

What’s inside

  • 6 pages: a cover, a how-to page and four logs
  • Caseload Overview: student, grade, minutes a week, setting, IEP review, triennial and goal area
  • IEP Goal & Progress Tracker: one page per student with IEP dates, service and quarterly progress codes per goal
  • Service & Attendance Log: dated sessions with minutes, attended/absent/cancelled/make-up codes and the goals worked
  • Progress Report Summary: turn your quarterly codes into report language, one box per goal
  • Type-on (fillable) and print-and-write versions both included

Skills it builds

  • — (hidden for grown-up guides)

How to use

Set up the Caseload Overview in September and flag the IEP reviews and triennials coming up each quarter. Keep a Goal & Progress Tracker and an attendance log per student, then use the summary page when progress reports are due.

You’ll need

A PDF reader to type (fillable version) or a printer (print version).

Save with a bundle

Get this pack in the School OT Toolkit Bundle and save compared with buying the packs one by one.

From a pediatric OT

Made by Ms. Aviv, a licensed pediatric occupational therapist, and used with real kids before it reaches you. Print-ready PDF on US Letter (prints on A4 with “fit to page”).

IEP dates, goals, progress and service minutes, your whole caseload in one place.

What’s inside

  • 6 pages: a cover, a how-to page and four logs
  • Caseload Overview: student, grade, minutes a week, setting, IEP review, triennial and goal area
  • IEP Goal & Progress Tracker: one page per student with IEP dates, service and quarterly progress codes per goal
  • Service & Attendance Log: dated sessions with minutes, attended/absent/cancelled/make-up codes and the goals worked
  • Progress Report Summary: turn your quarterly codes into report language, one box per goal
  • Type-on (fillable) and print-and-write versions both included

Skills it builds

  • — (hidden for grown-up guides)

How to use

Set up the Caseload Overview in September and flag the IEP reviews and triennials coming up each quarter. Keep a Goal & Progress Tracker and an attendance log per student, then use the summary page when progress reports are due.

You’ll need

A PDF reader to type (fillable version) or a printer (print version).

Save with a bundle

Get this pack in the School OT Toolkit Bundle and save compared with buying the packs one by one.

From a pediatric OT

Made by Ms. Aviv, a licensed pediatric occupational therapist, and used with real kids before it reaches you. Print-ready PDF on US Letter (prints on A4 with “fit to page”).