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Streamline Clinical Workflows and Professional Development with OakTree Practice Management Software

OakTree Practice Management System is a comprehensive, web-based solution designed specifically for professionals in addiction treatment, mental health, substance use disorder (SUD), and peer recovery services. Whether you're part of a treatment center, school counseling program, employee assistance program (EAP), tribal health clinic, community-based organization, or federal agency, OakTree helps you automate clinical workflows, streamline documentation, and improve client outcomes.
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Our intuitive platform supports everything from client assessments and progress notes to staff development and compliance tracking—saving your team time while strengthening the impact of your services. Built to grow with your organization, OakTree empowers professionals, enhances service delivery, and builds a stronger behavioral health workforce.

Streamline Your Workflow

Clinical Practice Management

Customize intake forms, assessments, treatment plans, progress notes, and more to fit your agency’s needs. OakTree lets you build and organize workflows that align with your clinical process—streamlining documentation for addiction treatment, mental health, SUD, and peer recovery services.
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Professional Development

Document clinical supervision, track staff credentials, and create personalized development plans based on competencies—all in one easy-to-use platform designed for behavioral health and addiction recovery teams.
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Simplify Administrative Tasks

Assign tasks, schedule appointments, check in clients, and set up automated notifications. OakTree’s secure client portal and built-in video conferencing make it easy to manage forms and deliver remote counseling or team meetings.
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Complete solution for automating daily Clinical Workflow and Staff Development

OakTree Practice Management is a flexible, scalable platform that automates daily clinical tasks and supports professional growth. Easily tailored to fit diverse disciplines and organizations, including:
Multiple Entities
  • Private or Contract Treatment Agencies​
  • Individual Behavioral Health Providers
  • Community or Associations
  • State, County and Federal Funded Agencies
  • Tribal, Urban Treatment Centers
  • K-12 School Counselor & Therapists
  • College & University Counseling Centers
​Diverse Fields and Populations
  • Substance Use Disorder
  • Addictions
  • Gambling
  • Mental Health
  • Co-Occurring Disorder
  • Adult, Youth, Gender
  • Cultural Relevance (Tribe, Race, Ethnicity, etc.)

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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.