Caseload Compass

Caseload Compass creates a personal copy of a Google Sheets template that helps school teams organize student caseloads, including IEP type, due date, status, eligibility information, upcoming meetings, and required follow-up.

The copied Sheet turns that student input into a dashboard with a calendar view of upcoming meetings and due dates, plus the next meeting that needs action. Google Drive access is used only to copy the template into your Drive so you can edit and manage your own file.

Watch the demos

Enter student details

IEP type, due dates, status, eligibility, and notes.

Review the dashboard

See upcoming meetings and deadline patterns at a glance.

Act on the next item

Identify the next due meeting or follow-up that needs work.

Available templates

Select a starting point

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Caseload Compass Template

Track students, IEP details, due dates, eligibility, meeting status, and next actions in an editable Google Sheet.

Spreadsheet

You’ll sign in with Google first.

Assessment Atlas

Your School Psych caseload, simplified. Spend less time tracking deadlines and more time supporting students. Easily organize assessments and important dates in one place.

Spreadsheet

You’ll sign in with Google first.

This app requests Google Drive permission to create an editable copy of the template in your Drive. Your copied spreadsheet stays in your Google account.

Caseload Compass

Helps educators track student IEP caseload information, eligibility details, meeting statuses, due dates, and required follow-up actions.

Assessment Atlas

Never let an assessment deadline sneak up on you. Keep your caseload, assessment data, and upcoming dates organized in one easy-to-use spreadsheet.

Google Drive use

The app asks for Google Drive permission so it can copy the Caseload Compass template into the signed-in user's Google Drive. The user edits and owns the copied spreadsheet.