BCBA All in One Tool - Client, Session, Authorization Tracker + Caseload Planner
🧠 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.
🧠 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.
🧠 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.