BCBA ABA Therapist All in One Tool - Session, Client, Authorization, Income Tracker, BCBA analyst, bcba therapist aba, bcba educator, aba

🧠 BCBA Practice & Caseload Tracker | Google Sheets & Excel Compatible

Designed for busy BCBAs, this all-in-one practice management tracker helps you stay organized, simplify billing, and monitor your caseload with ease. Fully compatible with both Google Sheets and Excel, this tracker includes 7 powerful, customizable tabs to support your daily workflow:

🗓️ Session Calendar
Get a bird’s-eye view of your month! Choose your start-of-week and month, and the calendar updates automatically to display all scheduled sessions.

📊 BCBA Dashboard
Visualize your performance at a glance:

Total income by month

Most common service types

Session volume by month

Top cancellation reasons

And more session-based analytics!

🧾 Session Tracker
Track every session with detailed data input for:

Service details

Automatic payment calculations (insurance, private pay, etc.)

Real-time updates from insurance authorizations

Easy-to-read layout for progress and payment tracking

✅ Authorization Tracker
Keep all your insurance authorizations organized in one place:

Automatic status updates (Active, Expired, Full, Inactive)

Units used calculated automatically (1 unit = 15 minutes)

Color-coded status highlights for quick reference

Tracks % or $ coverage per authorization

👤 Client Tracker
Maintain a clear record of client details:

Auto-calculated age from date of birth

Start dates, service location, RBT assignment

Hourly rate and other custom notes

📈 Caseload Planner
Balance your workload with ease:

Enter your ideal hours

Instantly see your current caseload capacity based on assigned clients

⚙️ Set-Up Tab
Customize all dropdowns to fit your needs (services, providers, cancellation reasons, etc.) — no formulas needed!

Perfect for solo practitioners or small teams, this spreadsheet is built for clarity, flexibility, and time-saving automation — so you can focus more on client care and less on admin.

💻NOTE THIS IS A DIGITAL PRODUCT 💻
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Digital means it is ready to be downloaded immediately after purchase. There is no waiting or shipping fees. You purchase it once and you can continue to use it every day, week, month or year!

If you have any questions about purchasing or about the products, please send me a message! I will typically always respond within 24 hours.

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⛔ REFUNDS & TERMS ⛔
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Every digital and instant download purchase is non-refundable. If you have any questions or concerns about your purchase, please feel free to reach out to us at any time.

You may print this if you wish for personal purposes, but may not resell, reproduce, distribute, or profit from the design.