The School SLP Case Management Kit ~ The forms you wish you had!

• Printable forms (see list below)
• Fillable forms (fillable PDFs of most of the printable forms)
• Example Google Spreadsheets
• IEP Case Management
• Evaluations
• AAC Devices
• Example Google Forms
• Teacher input (case management)
• Teacher input (speech only)
• Caregiver input

• Pages:3-4 Pre-Referral Form for teachers: This is to be given to teachers before an referral is initiated if they are reporting concerns with speech and language (includes a checklist for speech sounds)
• Page 5: Information from teachers cover letter.
• Pages 6-8: Prek-1st grade: This form is similar but asks about skills such as letter identification, sound identification, rote counting, colors, shapes, etc….
• Pages 9-12: 1st grade and up: This form will collect all needed data from teachers about the student’s academic progress and standing. It collects current grades, strengths/weaknesses, and concerns in other areas such behavior, speech/language, motor skills, and counseling.
• Pages 13-17: Speech and Language Teacher input forms (five forms): 1. Articulation 2. Stuttering 3. Language 4. Pragmatics 5. Voice
• Page 18: Observation form: The standard form most districts use did not meet my needs for speech and language evaluations, so I created my own (one page, simple and easy to use).
• Page 19: Contact form: I keep a contact log in my referral paperwork, this is important if you are having difficulty getting a hold of parents and approaching timeline deadlines.
• Pages 20-23:Caregiver information/case history: I designed this form to be simple and quick for parents to fill out (or use it as a guide for a parent interview). This information will help you fill out the medical history and sociological sections of the evaluation. My forms are inclusive and can be used for any family structure (father/mother, mother/mother, father/father, caregiver, etc…)
• Pages 24-25: Caregiver information/case history for RE-EVALUATIONS: Shorter form to get updated information from parents.
• Pages 26-29: Play Based Speech and Language Assessment Form: Handy form to have out when doing play based assessments. Great if formal assessments are not appropriate or could not be completed. Includes a 50 utterance MLU calculating chart
• Page 30: Release: This is a general release form if you need it. Many schools already have one but I liked this one better and used it at my previous district.
• Page 31: Clinic vs. School services: This is a great handout to give at the initial meeting. Sometimes parents do not understand the difference between these models.
• Pages 32-33: Eligibility vs. Diagnosis handout: Many times parents confuse school eligibility with medical diagnosis (especially for Autism in my experience). This handout explains the differences between Special Education Eligibility, 504 Eligibility, and a Medical Diagnosis.
• Page 34: Strategies for teachers: This is a great one page guide for teachers (covers articulation, language, stuttering, and social skills.
• Page 35: Parent Questionnaire. I send this out at the beginning of the year or when I get new students to get to know them better. It has information about the child’s interests, strengths, family activities, outside services, and other relevant information. It also has a section for religious or cultural considerations (example: if the student doesn’t observe certain holidays, etc..). Some of the questions are similar to the case history form.
• Page 36: Dismissal considerations form: I use this form when I am considering dismissing students. It is helpful for older students who may continue to have communication needs. It guides you through all considerations.
• Pages: 37-38: Helpful checklists: IEP checklists (page 37: SLP Case manager, page 38: Service provider only)
• Pages 39-40: Helpful checklists: Evaluation checklists (page 39: initial, page 40 re-evaluations)
• Page 41: Example impact statements (these are examples only, you MUST include specific student details.
• Page 42: Goal writing cheat sheets: Helpful tips when writing goals.
• Page 43-47: Helpful checklists: Monthly at a glance and therapy planning: (page 43: monthly IEP cheat sheet form, page 44: themes by month, page 45: blank themes by month, page 46: Therapy planning guide by month, page Page 47: monthly therapy planning form).

1. Double click the zipped file.
2. The file will automatically be decompressed by Archive Utility into the same folder the compressed file is in.
3. Access the extracted files by clicking the appropriate icons.
4. You can drag them into a file on your computer or add them to your Google Drive or Dropbox.

1. Double-click the zip file you want to unzip OR right-click to select Extract All, and then follow the instructions.
2. The zip file will open a folder, showing you the individual files inside.
3. Select all the files and drag them out of the folder to another location on your computer.

***This is a digital download, you are responsible for printing the product to use.  This purchase is a ONE user license, sharing this file in any way is not permitted. Please respect copyright laws. Exception: You may share a page with your student's caregiver for home practice.