Questions? Call 800.324.7966

Why OakTree?

Our EHR software simplifies your entire workflow by combining documentation, reporting, billing, and professional development into one easy-to-use platform. With automated tools, real-time data access, and built-in AI, you’ll save time, reduce errors, and keep your team growing.

Intuitive EHR

OakTree's user-friendly interface helps your team work more efficiently and document with precision. Designed for simplicity and accuracy, OakTree enhances the quality of your documentation and reporting. 

Prevention/Outreach

OakTree also helps you track your team’s prevention and outreach efforts in the community. Conduct program needs assessments to uncover strengths and improvement areas—then let Oakie, our AI assistant, summarize your findings with ease.​

"Oakie" AI

Oakie is your clinical co-pilot - quickly generate DAP and SOAP notes, write clear narratives, assess level of care placement, and translate your documentation into other languages - all with just one click.​

Automated Billing

You built your practice to help people - not manage billing hassles. OakTree streamlines claims, payments, and invoicing with tools that connect directly to your notes and calendar. Save time, reduce errors, and keep your revenue on track in one secure platform.​

Custom Forms/Workflow

Your system should adapt to the way you work. With OakTree, you can add your agency's custom forms and choose exactly where they appear, giving each user a personalized, seamless experience.

Professional Development

While most EHRs focus only on client care, OakTree supports your entire team. Document clinical supervision sessions, assign tasks, and manage credentialing with ease. You can also customize skills assessments that integrate directly into personalized development plans.​

​All-in-One Clinical and Practice Management Software for Behavioral Health

Customizable. Scalable. Built for better client care.

 ​Clinical screening and client assessments
  • Treatment plans and progress notes
  • Patient Portal and Integrated Telehealth
  • Medication management and E-Prescribe
  • Prevention and outreach tracking
  • AI-driven reports, exports, and analytics
  • Staff credentialing and supervision tracking
  • Staff Skills assessments and development plans

OakTree is built to grow with you—flexible and scalable for substance use disorder, addiction, and mental health professionals across private practices, federal programs, state agencies, tribal organizations, schools and educational systems.​

Integrated Prevention and Outreach Solutions for Risk Reduction

  • Centralized logging of events, community engagements, and outcomes
  • Customizable tools for needs assessments to identify strengths and gaps
  • AI-generated reports analyzing impact and effectiveness
  • Supports data-driven decisions and continuous quality improvement
  • Helps communicate results clearly to stakeholders and funders

OakTree for Student Mental Health & School-Based Services

With rising rates of depression and suicidal thoughts among students, school counselors and behavioral health providers are more essential than ever. OakTree supports school-based mental health with tools for:
  • Prevention and outreach
  • Early intervention tracking
  • Treatment plans and progress notes
Customizable for schools, agencies, and university programs, OakTree helps improve student outcomes through streamlined, secure care management.

​Simplify Billing with Integrated EHR Tools for Behavioral Health

You built your practice to help people — not chase payments. OakTree makes billing easy with powerful, built-in tools designed for mental health and addiction service providers.
  • Quickly enter claims and track payments with real-time billing updates
  • Integrated with calendar, progress notes, and clinical documentation
  • Supports insurance, Medicaid, private payers, grants, or special programs​​

Managing Medications, Allergies and ePrescribing

OakTree's medication management helps healthcare providers deliver safer, more efficient care by consolidating key functions related to prescribing and patient monitoring. This integrated tool supports clinical decision-making and enhances patient safety.

  • Add Medications: Quickly document and manage a patient's medication list.
  • Add Allergies: Record allergy information to prevent adverse drug reactions.
  • Track Vitals: Monitor vital signs that impact medication choices and dosages.
  • ePrescribe: Send prescriptions electronically to pharmacies for faster, error-free fulfillment.

Contact Us for a FREE Demo
Trusted software. Superior service.

See what our customers say about us.

OakTree is a Proud Partner of NAADAC, the Association for Addiction Professionals.

​
Trusted by private and commercial practices, school systems, professional associations, tribal health programs, and government agencies at the county, state, and federal levels, OakTree helps streamline operations and improve client care.
​
Our fully customizable platform simplifies daily workflows—allowing providers to spend less time on paperwork and more time with clients. Whether you're managing appointments, billing, documentation, or compliance, OakTree gives you the tools to run your behavioral health practice efficiently and securely.
NAADAC Members Qualify for a Special Discount!

follow us on instagram @oaktreepractice

OakTree Practice Management System is distributed and supported by Orion Healthcare Technology, Inc. All Rights Reserved. Terms and conditions of the system can be viewed on the OakTree License Agreement and the website Privacy Policy.  Orion Healthcare Technology is a members of the NAADAC Proud Partner network.