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BCBA client and caseload tracker spreadsheet for Google Sheets and Excel
  • BCBA client and caseload tracker spreadsheet for Google Sheets and Excel
  • What is inside the BCBA caseload tracker
  • ABA authorization tracker with hours remaining and expiry status
  • BCBA caseload dashboard
  • RBT supervision hours tracker
  • Reassessment and treatment plan due date tracker
  • ABA goal tracker from baseline to mastery
  • Printable ABA data sheets: ABC and frequency data
  • Printable session, supervision and parent training notes
  • Privacy-friendly BCBA tracker using client IDs
  • Instant download BCBA tracker

BCBA Client & Caseload Tracker | Google Sheets & Excel Spreadsheet with Authorization, Goal & RBT Supervision Tracking

A BCBA client and caseload tracker for Excel & Google Sheets: clients, authorizations, reassessment due dates, goals, RBT supervision hours and parent training, with a dashboard that flags what is expiring or overdue. Includes bonus printable ABA data and session sheets (US Letter + A4).
$9.95
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  • Instant Download: Get your planner now!
  • Printable & Digital: Print or use with your iPad
  • Become more organized and productive
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Planner description

Running a caseload out of sticky notes, emails and five different files? This BCBA client tracker puts your whole caseload in one spreadsheet, so you can see at a glance which authorizations are about to expire, which reassessments are due, and how many supervision hours each RBT has had this month. Built for BCBAs, BCaBAs, clinical supervisors and small ABA practices. Works in Excel and Google Sheets, and comes with bonus printable ABA data sheets.

What's inside the spreadsheet

  • Dashboard: active clients, waitlist, authorizations expiring within 30 days, expired auths, items due and overdue, goals in progress and mastered, supervision and parent training hours this month, approved hours vs hours used
  • Clients: client ID, initials, age, funding source, assigned RBT, start date and status
  • Authorizations: service code, auth number, start and end date, approved hours and hours used, with hours remaining, % used, days left and status calculated for you
  • Assessments & Plans: reassessments, treatment plan updates and progress reports with due dates, a days-left countdown and Due soon / Overdue status
  • Goals: domain, goal, baseline, current, target and status, from baseline to mastery
  • Supervision: log every supervision contact, plus a monthly summary of supervised hours, contacts and % supervised per RBT
  • Parent Training: caregiver sessions, format, topic and follow-up
  • Team: add your RBTs and staff once, and their names appear in every dropdown
  • Start Here: simple setup steps

Bonus: printable ABA data & session sheets (PDF)

  • ABC data sheet (antecedent, behavior, consequence)
  • Frequency & duration data sheet
  • Session notes
  • Supervision notes
  • Parent training notes

Why you'll love it

  • Automatic countdowns, totals and color alerts, no formulas to write
  • Dropdowns for clients, RBTs, service codes and status
  • Designed for client IDs or initials, not full names
  • Example rows included, so you can see how it works (easy to delete)

What you'll receive

  • 1 spreadsheet (.xlsx) for Excel or Google Sheets
  • 1 PDF with data & session sheets in US Letter (8.5 × 11 in)
  • 1 PDF with data & session sheets in A4 (210 × 297 mm)

How it works

  1. Complete your purchase and download your files right away
  2. Open the spreadsheet in Excel. For Google Sheets: upload the file to Google Drive and open it with Google Sheets. Everything keeps working.
  3. Print the PDF sheets you need

Please note

  • This is a digital download. No physical item will be shipped.
  • This is an organizing tool. It is not practice management or billing software, and it does not replace your clinical judgment or your funder's and BACB requirements.
  • Please follow your organization's HIPAA and privacy policies when storing client data.
  • Not affiliated with or endorsed by the BACB.
  • For personal use only. Please do not share, resell or distribute the files.
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4.9 Great
Average rating based on 408 shop reviews

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About Maya
Hey, I’m Maya, I’m Obsessed with notebooks!
Living with my ADHD has its ups and downs, But it taught me the importance of staying organised. Sure, focusing can be tough, but i’m all about finding tricks to make it easier.

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  • BCBA client and caseload tracker spreadsheet for Google Sheets and Excel
  • What is inside the BCBA caseload tracker
  • ABA authorization tracker with hours remaining and expiry status
  • BCBA caseload dashboard
  • RBT supervision hours tracker
  • Reassessment and treatment plan due date tracker
  • ABA goal tracker from baseline to mastery
  • Printable ABA data sheets: ABC and frequency data
  • Printable session, supervision and parent training notes
  • Privacy-friendly BCBA tracker using client IDs
  • Instant download BCBA tracker