CEU Tracker: A Fillable Template to Track Continuing Education

Earlier this year I was on the hunt for a CEU tracker to keep all my continuing education courses organized. I just wanted a simple CEU tracking spreadsheet or PDF, but I couldn’t find one that I liked…so I made it and I’m happy to share it with you!

As a Physical Therapist, I have to take continuing education courses annually to renew my license. Since I take a variety of online and in person courses, I end up tracking my CEUs by hand in a spreadsheet.

It seemed like everyone in my clinic had their own version of a CEU tracker on paper while some people just kept a list of all their certificates.

CEU Tracker: Free Download

After I created my handy CEU Tracker PDF, I thought it would be really helpful to share it with other therapists and healthcare providers who need to track their continuing education as well.

You can download the free CEU Tracker here. It’s also available for free on the PTProgress store and you’ll get access to the fillable PDF version as well as the Google Doc version in case you want to make any changes or track your CEUs on a Google Doc instead of a piece of paper.

Since everyone has their own preference, I figured I’d make both options available! PDF download and Google Doc version 🙂

How to Use the CEU Tracker

Whenever I take a CEU course online, I save my certificate in a folder in Google Drive. With the CEU tracker, you can save it to your Google Drive and access it as a Google Doc, updating your classes or continuing education activities as you complete them.

Some people still prefer to track CEUs on paper, so you can easily print this form and keep it in a folder with all of your course certificates. I’ve made it fillable so you can type all your information eventually on the PDF if you want.

Pro Tip: If you decide to store your documents on paper, make sure you take a quick picture of all your course certificates. This is a good practice just in case your CEU folder goes missing and you don’t have extra copies of your certificates.

APTA CEU Tracker

There really isn’t a specific APTA CEU tracker and the FSBPT “aPTitude” tracker was discontinued in 2019. So that leaves PTs tracking CEUs on their own or with a paid for CEU tracker. I don’t see the point of paying for basically a spreadsheet to track my CEUs.

ASHA CEU Tracker

The American Speech-Language-Hearing Association (ASHA) requires you to take 30 CMHs (certification maintenance hours) of continuing education / professional development during each 3 year certification interval in order to maintain the Certificate of Clinical Competence (CCC). Tracking your ASHA CMH is simple with the template. Plus with the Google Doc version, you can modify columns and make it your own!

AOTA CEU Tracker

The American Occupational Therapy Association does not have a specific AOTA CEU tracker, but the NBCOT does have a handy chart explaining what qualifies as CAUs or Competency Assessment Units. Even though some professional organizations call ‘continuing education’ by a different name, the basic idea is the same: we all need to complete a certain number of ‘hours/units/credits/’ while keeping track of our progress in case of an audit.

BOC ATC CEU Tracker

The Board of Certification does not have a specific ATC CEU tracking tool, but does require an extensive amount of continuing education in order to renew your ATC credentials. You can read this article for the full BOC ATC CEU requirements.

Organizing Your Continuing Education

Waiting until the last minute to complete your CEUs is something you might be able to control with a bit more organization.

Instead of cramming in a few extra last minute CEUs, take a look at your CEU tracker and see how many more courses you need. Then you can split it up among the weeks leading up to your license renewal.

Snap a Picture

Whenever I finish an in person course or sit through an inservice from a colleague, I take a picture of the material or certificate to keep record in case I lose the physical copy. I’ve transitioned to keeping track of all my CEUs on my Google Drive account now, but it really helps to get in the habit of snapping a picture of the certificate or handout the day I complete the educational activity.

Make a CEU Binder

If you like to keep the physical copies of the lectures for the entire year (or 3 years like our SLP friends) it helps to make a binder and to include an easy to use tracker on the cover. That way, you can quickly see what courses you’ve taken, and if you’re extra organized, you can make tabs and quickly reference each lecture if you want a refresher.

How do you keep your CEUs organized?

Tim Fraticelli DPT, MBA, CFP®

Tim Fraticelli is a Physical Therapist, Certified Financial Planner™ and founder of PTProgress.com. He loves to teach PTs and OTs ways to save time and money in and out of the clinic, especially when it comes to documentation or continuing education. Follow him on YouTube for weekly videos on ways to improve your financial health.

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