Therapist Session Log, Private Practice Client Tracker, Caseload Dashboard (Google Sheets, Excel)

5 QUICK ANSWERS BEFORE YOU BUY

1. Does it work in both Google Sheets* and Excel*?
Yes. You get a link to copy the Google Sheets* version into your own Google Drive*. You also get an Excel* (.xlsx) file that works offline. You can change both any way you like, such as renaming columns, adding rows or changing colors.

2. Do the dashboard and income numbers update on their own?
Yes. Log a session, and the Dashboard, Client Roster totals, Caseload & Capacity and monthly Income Tracker all update. You don't have to add anything up by hand.

3. Is it HIPAA compliant?
It's a tool for running your practice, not an electronic health record (EHR). HIPAA covers health privacy rules. For anything past basic scheduling and billing, use client initials or your own ID number, not full names or details. Limit who can open the file. Use a real EHR for clinical notes that need to meet those rules.

4. Will I break a formula?
Probably not. Nothing is locked. The cells you should not type over are a soft amber color, so leave those alone. If you ever need it, you can make a fresh copy with one click.

5. Can it track supervision hours for my license?
Yes. The Supervision & Consultation Log keeps a running total of your hours. The Session Log also has SOAP, DAP and BIRP note fields, a risk flag, attendance and payment status.

----------------------------------

This session log is for counselors and therapists in private practice. Pick a client from a list and log the session. Your caseload, room for new clients, income and unpaid balances then update on their own.

It has 7 linked tabs in a calm sage and slate design. It works in Google Sheets* or Excel*, and there is no monthly fee for practice software.

----------------------------------

WHAT'S INSIDE (7 TABS)

Read Me
A plain guide to every tab and the color key, right inside the file. Read it once before you start typing.

Dashboard
Active clients, sessions this week and this month, and hours compared with your capacity. It also shows income, unpaid balance and caseload by status. It all fills in for you.

Client Roster
One row per client. Total sessions and the last session date fill in from your log.

Session Log
Choose a client, and the name and session number fill in. There are fields for SOAP, DAP and BIRP notes, which are common note formats. It also has a risk flag, attendance and payment status.

Caseload & Capacity
Set your weekly hours once. Then see how much room you have left before you say yes to a new client.

Income Tracker
A month-by-month total of sessions, income and unpaid balances.

Supervision & Consultation Log
A running total of your hours. It's handy for licensure.

----------------------------------

ALSO BUILT IN

• A reminder for treatment plan reviews
• A flag for no-shows and cancellations
• Income and balances, with no separate bookkeeping app

----------------------------------

WHO IT'S FOR

• Therapists, counselors and psychotherapists in private practice
• Social workers and clinicians tracking caseload and supervision hours
• New practices that aren't ready for a full EHR yet

One thing to know: this file is not an EHR, so keep full clinical records in a system built for them.

----------------------------------

WHAT YOU GET (INSTANT DOWNLOAD)

• Google Sheets Download Link PDF. Click the link inside and a copy saves to your own Google Drive*.
• Excel* file (.xlsx) that works offline
• Instructions PDF. It shows how to resize cells without breaking formulas.
• A PDF with a link to an 8-minute YouTube* video. It covers the Client Roster, logging a session, Caseload & Capacity, the Income Tracker and the Dashboard.
• Works with Google Sheets* (free Google* account), Excel* 2016 or newer, Excel* for Mac* and Excel* Online
• Both files come blank, ready for your own clients.

----------------------------------

HOW TO START

1. After you buy, go to your Etsy* Purchases page to get the files. Etsy* also emails you the link.
2. Open the Excel* file on your computer. Or open the PDF and click the link to make your own Google Sheets* copy.
3. Follow the Instructions PDF and read the Read Me tab first. Then add your clients and log your first session.

----------------------------------

NEED HELP?

Send ProFormaGRID a message here on Etsy*. We read every message and will help you sort it out. You can also download your files again any time from your Purchases page.

----------------------------------

THE FINE PRINT

This is a digital download, so nothing will be mailed to you. It is not made to order. It's for personal or single-practice business use only. Please don't resell, share, copy or rebuild this file, in whole or in part. Copyright ProFormaGRID. All rights reserved.

*Google Sheets, Google Drive, Google and YouTube are trademarks of Google LLC. Excel is a trademark of Microsoft Corporation. Mac is a trademark of Apple Inc. Etsy is a trademark of Etsy, Inc. ProFormaGRID is an independent shop and is not connected to, endorsed by or sponsored by these companies.