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.
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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.
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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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NAADAC Members Qualify for a Special Discount!

​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 powerful, all-in-one clinical software solution designed for mental health and addiction treatment providers.
Easily customize tools for:

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

​Flexible enough for solo providers, agencies, tribal programs, and state systems, OakTree helps you streamline workflows, ensure compliance, and improve outcomes.

​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
• Fully integrated with your calendar, progress notes, and clinical documentation
• Generate invoices and custom billing exports for private payers, grants, or special programs

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 Reduction

OakTree 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 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.
  

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Trusted software. Superior service.

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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.

Schedule A Free Demo

Click Here to read about "New Funding and Support
​for Mental Health and Student Wellness"

Clinical Staff Development Tools Built Into Your Behavioral Health EHR

Learn About Professional Growth

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:

• Assess and track clinical competencies
• Build individual development plans
• Log and manage supervision sessions
• Monitor licenses, credentials, and certifications

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

04/06/25 - OakTree has released software update (v3.7) that includes a new feature: Prevention/Outreach. Also improvements to patient portal,  screening tools, reports and printing. Click here for release notes.

03/09/25 - OakTree has released software update (v3.6) that includes new screening tools and enhancements to billing, client caseload and other maintenance and fixes. Click here for release notes.

02/09/25 - OakTree has released software update (v3.5) to include improvements to progress notes, billing, reporting and more. Check here for release notes. 

01/20/25- OakTree has released software update (v3.4) to include billing enhancements, required forms updates, improved client appointment exports, calendar fixes, and more. Check release notes here

11/11/24 - OakTree released software update (v3.3) to include client intake, menu updates, medications, sign offs and more. Check release notes here

8/11/24 - OakTree released software update (v3.2) to include client intake, menu updates, medications, sign offs and more. Check release notes here
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5/30/24 - We are exhibiting at the ​​Middle America School Mental Health Conference in Omaha, NE! Stop by and see us!

​3/23/24 - Owner and founder of OakTree Practice Management presented at the NE Behavioral Health Conference at Wayne State College on the use of "AI" in Behavioral Health.
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03/09/2023 - NAADAC announces partnership with OakTree to provide professional development and clinical documentation solutions to the field. Click here for the story.

12/01/2022 - OakTree renews contract with the state of Arkansas Behavioral Health Services to provide a credential management system for their State Peer Specialist Program

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