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Care Professionals Pack — Therapist Insurance Claim Tracker + School SLP Caseload & Service Minute Tracker Bundle (Save 24%)

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$39.99
$39.99
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Two working spreadsheets for people whose week is measured in sessions — at 24% off the two products bought separately ($52.90 → $39.99).


WHAT'S IN THE PACK (2 files, instant download)


★ Therapist Insurance Claim & Denial Recovery Dashboard (spreadsheet, .xlsx) — a private-practice claims tracker: log every claim once and see what was submitted, what was paid, what was denied and what is still sitting unanswered — with the follow-up dates and the dollar amounts that make a resubmission worth the phone call. Sold separately at $24.91.


★ School SLP Caseload & IEP Service Minute Tracker (spreadsheet, .xlsx) — a running ledger of service minutes: required minutes accrue week by week from each student's service lines, delivered minutes come off your session log, and the difference — minutes owed — is written per student in a sentence you can hand to somebody. Make-up windows count down on their own; re-evaluation, annual review and initial evaluation due dates count down beside them. Built to be used without typing a single student name — you work with your own codes. Sold separately at $27.99.


WHO IT'S FOR


Speech-language pathologists, therapists and other clinicians who run both a caseload and a business — or an SLP in the schools by day with a private caseload on the side. The two files share one design philosophy: you type a line once, and every number you owe somebody is calculated, current and written in plain English.


WORKS WITH


Google Sheets (free) and Microsoft Excel. Every formula behaves identically in both. Instant digital download, .xlsx files with import instructions inside. No subscription, no login, no add-on to install. Yours forever.


PLEASE NOTE


• Digital download — no physical item will be shipped.

• For your own use; please do not resell or share the files.

• These are tracking and planning tools, not legal, billing, tax or educational advice. Follow your payers' rules, your district's policies and your own professional judgment. They do not know your state's rules or the terms of any contract or IEP.

• Both files ship with example data in every tab so nothing opens empty; every figure in the examples is an editable placeholder, not a benchmark. No outcome is promised.

• Microsoft Excel and Google Sheets are trademarks of their respective owners. This is an independent product from SheetSage Design, with no affiliation to Microsoft or Google.

• Designed by us and built with the assistance of AI tools, then manually reviewed and verified — every formula was checked against an independent calculation before release.


Questions before you buy? Message us — we answer fast, and we are happy to help you set it up.

You will get the following files:
  • XLSX (176KB)
  • XLSX (330KB)