Smart, Scalable, and Built for Your Practice

OakTree Practice Management is a smart, scalable EHR and clinical documentation solution tailored for private practices, school counselors, tribal health organizations, government programs, and behavioral health agencies. Easily customize treatment plans, assessments, and outcomes tracking to align with your organization’s clinical workflow.

Create your own “golden thread” to ensure continuity from intake to discharge while reducing documentation errors. With built-in admin tools and staff development features, OakTree supports your treatment model and helps scale your services efficiently.

Custom Clinical Tools, Tailored for You

Use your own forms or choose from OakTree’s library of clinical tools—intake, assessments, treatment plans, and progress notes. Our team can help convert your existing documents to ensure consistency and compliance.

Create custom workflows with tabbed screens and flexible form placement, maintaining your unique “golden thread” across all clinical documentation.

Efficient Scheduling and Admin Management

Easily schedule appointments, view multiple staff calendars, and send automated reminders. Assign tasks, send internal messages, and document admin notes for clients or team members—all in one place.

Access detailed reports on client records, staff utilization, and custom form data, with layered filters to get the insights that matter most.

Client Portal and Telehealth for Greater Efficiency

Streamline intake with secure client portal access—send custom forms for clients to complete, sign, and submit before their appointment. No paperwork, no delays.

Need to go remote? OakTree’s built-in, HIPAA-compliant video conferencing lets you host virtual sessions or team meetings while documenting directly in the system—no app switching required.

Did You Know...​OakTree includes Generative "AI" Technology?

OakTree uses cutting-edge AI technology to help generate clinical narratives for assessments, ASAM placement, DAP, SOAP notes, and more. Instantly translate content into Spanish, Portuguese, Lakota, or nearly any language.

Want to see it in action? Contact us for a demo today!

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