All-in-One EHR & Practice Management Software for Behavioral Health ProvidersWith OakTree, you get all the tools you need to treat clients, track prevention activities, manage billing and develop your staff, helping your agency grow.
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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 EHROakTree'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/OutreachOakTree 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.
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"Oakie" AIOakie 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 BillingYou 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.
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Custom Forms/WorkflowYour 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 DevelopmentWhile 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.
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All-in-One Clinical and Practice Management Software for Behavioral Health
Customizable. Scalable. Built for better client care.
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OakTree Practice Management is a comprehensive, all-in-one solution built for mental health and addiction treatment providers. Simplified tools for:
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. |
Simplify Billing with Integrated EHR Tools for Behavioral HealthYou 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.
OakTree helps reduce errors, save time, and keep your revenue cycle running smoothly — all in one secure platform. |
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Integrated Prevention and Outreach Solutions for Risk ReductionOakTree empowers agencies to easily track prevention activities conducted within their communities, offering a centralized platform to log events, engagements, and outcomes in real time. In addition to activity tracking, the system includes tools for conducting program needs assessments, enabling users to identify program strengths, gaps, and areas for improvement through customizable surveys and data collection features.
The platform is further enhanced by AI-driven reporting capabilities, which analyze collected data to generate insightful, detailed reports on the reach, effectiveness, and overall impact of outreach and prevention efforts. These automated analyses support evidence-based decision-making, continuous quality improvement, and clear communication of outcomes to stakeholders and funders. |
Managing Medications, Allergies and ePrescribingOakTree'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.
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OakTree Practice Management is a powerful, web-based electronic health record (EHR) and practice management software solution specifically designed for addiction treatment, mental health services, substance use disorder (SUD) programs, and peer recovery support.
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. |
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Trusted software. Superior service.
See what our customers say about us.
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OakTree for Student Mental Health & School-Based ServicesWith 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:
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Clinical Staff Development Tools Built Into Your Behavioral Health EHR
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Enhance your team’s professional growth with OakTree — an all-in-one EHR and practice management software for behavioral health and addiction services. Go beyond billing and documentation with integrated tools designed to support clinical supervision, staff training, and competency-based development.
With OakTree, supervisors can:
Scalable for solo practitioners, behavioral health agencies, tribal programs, and state systems, OakTree helps you improve staff performance, ensure regulatory compliance, and deliver better client outcomes — all within one secure, cloud-based platform. |
News Updates
06/15/25 - OakTree has released software update (v3.9) that includes new reports, AI Tools and performance improvements. Click here for release notes.
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11/11/24 - OakTree released software update (v3.3) to include client intake, menu updates, medications, sign offs and more. Check release notes here
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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. OakTree Collaborative and Orion Healthcare Technology are members of the NAADAC Proud Partner network.