Innovative, smart, and tailored for you.
Whether you are a private practice, school counselor for elementary school or higher education, state/county provider, tribal health program, or a large network agency, OakTree Practice management is flexible and scalable to fit your needs. Our system was designed to accommodate not only your specific data collection and tracking needs, but to allow you to build your own "golden thread" for your clinical records. Promoting continuity and efficiency through your organization. Matched with administrative tools for supporting your treatment model and professional development features to enhance and build your team's skills, the OakTree Practice Management system can be your all-in-one solution for managing your practice.
Clinical Tools Tailored for You
Have your OWN forms? Every agency has their own unique needs, and our team is prepared to help convert your data collection tools into the system so you can ensure your staff is using a standard process. Otherwise, you can use any of the existing screening, assessment, treatment plans or progress notes to help effectively document your treatment protocols.
Have your own workflow? You can create your own tabbed screens and place your forms in any order you'd like. This custom workflow builder allows you to keep that "golden thread" with all of your clinical documentation.
Organize your Administrative Tasks
Scheduling appointments with your clients is simple and quick. You can search for open slots by viewing multiple staff schedules and setup notifications so everyone invited to the appointment will get a digital reminder. You can also assign "to-do list" tasks for your staff with internal messaging as well as document admin notes for clients or team members.
Looking for data? Access a library of reports for client records or staff utilization. Most reports have multiple layers of filters, that can really help you target the relevant information. You'll also have access to reports from your custom forms, giving you more data tailored to your needs.
Client Convenience Results in Efficiency
Save your self a lot of time with the convenience and security of the client portal. Send your clients a copy of your custom intake forms, so they can fill-out and electronically sign-off and submit back to their chart, all before your next appointment. Clients will enjoy the convenience from not having to fill out paperwork by hand and staff will benefit from having this mundane task already completed.
Need to work remotely? Whether its clients in deep rural areas that make regular onsite sessions a challenge or you need to have a team meeting with staff across the state, our built-in secure video conferencing allows users to conduct their sessions remotely, while simultaneously accessing the system. This allows you to document in the system, without toggling back and forth from different applications.