Caseload Command Center - Caseload Tracker Spreadsheet, Case Management Template, Excel Google Sheets Client Dashboard, Social Worker

The caseload tracker spreadsheet that runs itself — built by a case manager with 10 years in county, hospital, and regional center settings. Enter your clients and dates once; the dashboard, expiration countdowns, and overdue flags do the rest.

If your caseload currently lives in sticky notes, memory, and three half-started spreadsheets, this is your reset.

WHAT'S INSIDE (8 tabs)

- DASHBOARD — your entire caseload at a glance: active clients, overdue tasks, auths expiring in 30/60 days, contacts logged this month. All automatic.

- CLIENT MASTER LIST — one row per client with automatic follow-up countdowns and OVERDUE / DUE SOON flags.

- AUTHORIZATION & REFERRAL TRACKER — every request from submission to expiration, with days-to-expire countdowns and RENEW NOW alerts.

- FOLLOW-UP QUEUE — your task list with due dates. Sort and work top-down.

- CONTACT LOG — a defensible record of every call, visit, and attempt.

- MONTHLY STATS — automatic counts for supervision and performance reviews.

- LISTS — edit the dropdowns to match your agency's language; the whole workbook updates.

- START HERE — 3-step setup guide built in.

WHO IT'S FOR

Case managers, social workers, care coordinators, nurse case managers, discharge planners — anyone carrying a caseload who wants a system, not another blank spreadsheet.

DETAILS

- Instant digital download: Excel file + Google Sheets access guide

- Works in Excel 2016+, Microsoft 365, and Google Sheets

- Sample data included so you can see every feature working — delete and add your own

- Designed PHI-light: client IDs and initials only. A personal organization tool, not a system of record — always follow your employer's policies.

No physical item will be shipped. Due to the digital nature, all sales are final — but message me with any question or issue and I'll make it right, fast.

LICENSE: This file is for one professional's individual use — sharing, reselling, or redistributing it (including to team drives or template libraries) isn't permitted. Need it for your whole team? Message me — team & agency licenses are available.