The Ultimate Digital Therapy Planner: 2024/2025 School Year

 

Monthly Paperwork Organizer: Organize all your monthly paperwork with these colorful resources! This digital PDF will help you organize IEPs, Re-Evaluations, Consultations, and Evaluations for each month in the 2024/2025 School Year. Includes months August - August.  This PDF is EDITABLE!! Simply download and save PDF to your device.  Open PDF from saved location and TYPE directly into PDF!

 

Monthly Attendance: Tracking daily attendance can be time consuming. We are SO excited to share our 2024/2025 Monthly Attendance resources. Attendance will be a breeze with these forms!

Simply open the Editable/Fillable PDF and type in information! Includes August 2024 - August 2025. You only have to type in your information once and it will transfer to each month!  There are 2 Versions Available:

1) Codes Added - TYPE in your Discipline, Name, School, and Student's names. Codes are already entered for you!

2) You Type in Codes - TYPE in your Discipline, Name, School, Student’s names, and Personalized Attendance Codes.

 

Year at a Glance: This FREE One Page 2024/2025 Year at a Glance form will allow you to quickly view all twelve months in one organized high quality page.

 

Editable Therapy Schedule: This is a FREE Editable/Fillable PDF Schedule Template. Simply open PDF, Save to your device, then TYPE directly into this form! Customize by TYPING into PDF Discipline (OT, PT, or ST) and Name!

 

Daily To Do Lists: Includes 6 Different Versions of To-Do Lists! Versions include Today's Priorities, Schedule, Reports, Notes, and Meetings! This digital PDF is EDITABLE!! Download and save PDF to your device/computer.  Open PDF from saved location in Adobe.  TYPE into PDF and Save!

 

Week at a Glance: Organize your week with this High Quality PDF! Includes To Do's (Work & Home), Schedule (Monday - Friday), Reports to Do (Evaluations, IEPs, Consultations, and Screenings). This digital interactive PDF is EDITABLE!! Save PDF and open PDF from saved location.  TYPE into PDF and Save!

 

 

Caseload Organization Tools:

Caseload Organizer: 5 Versions Included! This is an Editable/Fillable PDF to Organize your Therapy Caseload. Simply open PDF, Save to your device, open and TYPE in your information! A great way to organize the students or clients on your caseload. OT, PT, and ST Versions Available!

 

Links and Passwords Organizer: Tired of forgetting all the various usernames and passwords you have? Use this EDITABLE organizer sheet to keep track of all usernames and passwords in one place. Type directly into PDF!

 

Therapy Session Planner:  Organize and Plan your Weekly Sessions! Includes 8 Session time frames. Type in Week Days OR Letter Days, Times/Schedule, Student Names, and Session Plans. Editable! Simply TYPE directly into form! Personalize this entire Session Plan template!

 

Student Information Organizer: Organize and Manage Student Information on this convenient form! Includes Student Information (Birthday, Contact Info, Diagnosis, Medication, Allergies, Alerts/Precautions, Doctor), Services (OT, PT, Speech, Other), Strengths/Interests, Areas to Improve, Goals & Outcomes.

 

IEP at a Glance: Editable! TYPE INTO FORM. Organize and manage a student's IEP information in this editable form.

 

IFSP at a Glance: Editable! TYPE INTO FORM. Organize and manage a child's IFSP information in this editable form.

 

504 at a Glance: Editable! TYPE INTO FORM. Organize and manage a student's 504 information in this editable form.

 

IEP Organizer: For school based therapists, the start of the school year requires a lot of organization, and this checklist will help! Printing and reading IEPs for your entire caseload can be overwhelming, but with this resource it will become easier to manage!

 

 

Scheduling Tools:

 

Classroom Information & Scheduling Form - EDITABLE!: Use this simple and organized form when meeting with teachers to schedule sessions. Organize classroom information, special subject area times/days, lunch times, and other information. Will save you time and make scheduling a BREEZE! Editable! TYPE INTO pdf. You can also email form to teachers to have them type into form and email back!

 

Schedule for Teachers - Editable!: These organized forms allow you to list Occupational Therapy dates and times for students by classroom/teacher. Simply fill out and give to teachers to hang up in their classroom. Teachers will LOVE this simple and organized method to know when their students have OT. Includes 3 different versions!

 

Parent Communication Log: Organize and keep track of communication with a Parent/Caregiver with this organized form! Keep contact information all in one easy and convenient location! This form Includes date, time, reason for contact, method of contact, notes, and follow up.

 

Therapy Schedules: List the Therapy day(s) and time(s) as a reference for parents. Great for home-based and community visits. Occupational Therapy, Physical Therapy and Speech Therapy versions included!

  

Therapy Schedule: Parents/Caregivers will love this form! List all services (OT, Speech, PT, Other) on one comprehensive organized form!

 

Welcome Letters: Editable PDF - Simply Type in Information & Print!! A great way to introduce yourself to parents and caregivers. Send home these simple and fun letters welcoming each student (and their family) to Therapy. Occupational Therapy, Physical Therapy and Speech Therapy versions included!

 

Tools to Introduce Therapy & Yourself:

 

Welcome to Therapy: OT, PT and SPEECH Newsletters:  This one page Information Handout for Parents/Caregivers is a great introduction letter explaining OT.

 

Meet the OT, PT, or SPEECH THERAPIST: This one page EDITABLE Handout for Parents/Caregivers is a great way to introduce yourself and OT to parents and caregivers! TYPE directly into PDF. Insert a picture of yourself!

 

  

Tools to Organize Meetings:

 

IFSP Meeting Notes: Keep track of IFSP Meeting notes and information. Four different versions included!

 

IEP Meeting Notes: Keep track of IEP Meeting notes and information. Three different versions included!

 

504 Meeting Notes: Keep track of 504 Meeting notes and information. Three different versions included!

 

Meeting Notes: Write meeting notes and information on this lined paper. Three versions included!

 

 

Digital Interactive Google Sheets Therapy Planner!

We love using Google sheets to organize our therapy! We have updated and expanded our 2024/2025 Google Sheets Digital Planner!

 

These digital google sheets are the perfect tool to keep you organized! These ready-to-use digital tools were designed to be used with Google Sheets/Google Drive.

 

>> To find these Google Sheets: From the Home Page:

• Click --> Caseload Management 
• Sort by category -->The Ultimate Therapy Planner: Digital Google Sheets

 

>> To utilize Google Sheets:

• Download PDF
• Click the thumbnail image in each PDF to save your own copy of the digital organizational tool into your own Google Drive
• Edit and use in your own individual Google Drive

 

Google Sheets: Links and Passwords Organizer: Tired of forgetting all the various usernames and passwords you have? Use this EDITABLE organizer sheet to keep track of all usernames and passwords in one place. Type directly into Google Sheet!

 

Google Sheets: Attendance (Editable!) 2024/2025: Monthly Attendance will be a breeze with these forms! Simply type in information! Includes August 2024 - August 2025. OT, PT, and Speech Attendance versions included!

 

Google Sheets: Birthday List: Organize your student's birthdays with this organization tool! Simply type directly into Google Sheet!

 

Google Sheets: Contact List: Open PDF and click link to make a copy of the Google Sheet. The perfect solution to organize and keep track of contacts.

 

Google Sheets: Caseload Organizer: The perfect tool to organize your caseload! Open PDF and click link to make a copy of the Google Sheet. A great way to organize your caseload and a convenient way to make changes directly into Google Sheet!

  

Google Sheets: Communication Log: Open PDF and click link to make a copy of the Google Sheet. The perfect solution to organize and keep track of communication with a Parent/Caregiver with this google sheet!

 

Google Sheets: Schedule: A great way to organize your schedule, and a convenient way to make changes directly into Google Sheet! Click Tabs at Bottom to change version(s). 4 different Versions Included! OT, PT, and Speech Schedule versions included! A-F and Monday-Friday Versions included!

 

Google Sheets: Therapy Session Planner: Organize and Plan your Weekly Sessions! Type in Times/Schedule, Student Names, and Session Plans. Editable! Simply TYPE directly into Google Sheet! Click Tabs at Bottom to change version(s).

 

 >> Add additional resources and digital tools to use with your therapy planner:

• Meeting Notes
• Usernames & Passwords Tracker
• Professional Development & Continuing Education Log Tracker
• Annual Review Checklist
• Caseload Manager/Organizer
• Consultation Forms
• Missed Visit Log Tracker
• Treatment Plan Templates
• Occupational Therapy School Based Skills Checklist
• Goal Progress Monitoring Forms
• Occupational Therapy Supervision Forms
• Daily Treatment Documentation

  

 

Not a member?

Find our 2024/2025 Therapy Planner in our Shop!

You can find The Ultimate Therapy Planner ON SALE in our Shop until August 31, 2024!

           

 >> Visit our Shop here!

 

We know these Therapy Organization and Caseload Management tools will help conquer your 2024/2025 School year!! This will give you time to focus on what is important ... helping children grow!

Read about more Caseload Management Blog Posts Here!

 

 (1) Documentation & Data Collection for Pediatric Occupational Therapy

 (2) Organization & Time Management Tips for Occupational Therapists