Caseload
Tracker

A simple tool to help you stay across your complex patients, track your clinical reasoning, and stop losing the thread between sessions.

What's in the tracker

The CMI Caseload Tracker is a straightforward spreadsheet designed for early-career physiotherapists managing a growing caseload in private practice. It gives you a single place to capture your complex or high-concern patients, note your working diagnosis and reasoning, and flag anything you want to revisit before the next session.

It is not a clinical notes replacement. It is a thinking tool — the kind of thing that helps you walk into a Tuesday morning feeling prepared rather than reactive.

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Want structured support
beyond a spreadsheet?

The tracker is a starting point. If you want a dedicated space to work through your complex cases with someone in your corner, that is what mentoring is for.