TEX Caseload Organiser for Australian Schools
The first free caseload organiser built for Australian school counsellors, guidance officers, and mental health practitioners — aligned to the Australian Student Wellbeing Framework with term-based tracking and Be You integration.
Download Free Organiser
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What's included
- 10-tab Google Sheets organiser
- Australian Student Wellbeing Framework alignment
- Term-based tracking (Terms 1–4)
- NCCD adjustment level tracking
- External referral tracker (headspace, CAMHS)
- Be You Implementation Cycle action plan
- Privacy Act 1988 data handling guidance
The counsellor gap
1:750
Actual NSW average (recommended: 1:500)
1:500
APACS recommended ratio
0
Free AU-specific caseload templates (until now)
What's inside the organiser
10 purpose-built tabs designed for Australian schools — from daily caseload tracking to Wellbeing Framework reporting and external referral management.
Student Roster
Master list with year level, wellbeing tier, status, priority flags, and parent/carer contacts.
Meeting Log
Track every interaction — individual, group, classroom, parent/carer, Learning Support Team, and wellbeing coordinator meetings.
Intervention Tracker
Monitor ongoing interventions with progress indicators and NCCD adjustment level tracking.
Term Summary
Auto-generated term-by-term overview of students seen, meetings by type, and follow-up completion across Terms 1–4.
Wellbeing Activities Tracker
Log activities aligned to the 5 elements of the Australian Student Wellbeing Framework — Leadership, Inclusion, Student Voice, Partnerships, Support.
Wellbeing Action Plan
Structured planning template aligned to Be You's Implementation Cycle for school-wide wellbeing initiatives.
External Referral Tracker
Track referrals to headspace, CAMHS, Kids Helpline, private psychologists, and community agencies.
Built for every state and territory
Whether you're a school counsellor in NSW, a guidance officer in QLD, or a mental health practitioner in VIC — this organiser works for you.
NSW
School Counsellor / School Psychologist
NSW Dept of Education
QLD
Guidance Officer
QLD Dept of Education
VIC
Mental Health Practitioner (MHP)
VIC Dept of Education
SA / WA / TAS / NT / ACT
School Counsellor / Psychologist
Varies by jurisdiction
Spreadsheet vs. TEX
This organiser is a great start. When you're ready for the full power, TEX automates everything.
| Task | With This Organiser | With TEX |
|---|---|---|
| Add a new student | Type manually into roster | Auto-synced from your SIS |
| Log a meeting | Enter date, type, notes manually | Auto-logged from calendar with suggested follow-ups |
| Track interventions | Update status manually each week | Real-time progress tracking with alerts |
| Term summary | Review formulas, check accuracy | One-click report generation |
| External referrals | Track in separate tab manually | Integrated referral pipeline with status tracking |
| Share with leadership | Export PDF, email | Live dashboard with role-based access |