BCBA All in One Spreadsheet – Track authorization, sessions, clients, caseload and more.

🧠 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.

View more tools at http://www.shopsoulfulsystems.com