Oaktree Practice Management System Full Feature Walkthrough

You can explore the full capabilities of the Oaktree Practice Management System in this comprehensive walkthrough. From client intake to discharge, appointment scheduling to SOAP notes, and professional development to credential tracking—this video covers everything you need to streamline your clinical and administrative workflows. What you’ll learn:

 • Navigation tips: Ribbon, left panel, and main menu

 • Client intake: Demographics, billing, contacts, and referrals

 • Admission & discharge: Levels of care, room assignments, transfers 

• Appointment scheduling: Individual, group, calendar sync, attendance tracking

• Documentation: Progress notes, SOAP/DAP formats, auto-scoring assessments

• Treatment planning: Custom templates, homework recommendations 

• Medication & vitals tracking

• Professional development: Supervision logs, credential audits, skills assessments

• Task manager & internal messaging

• Reporting: Census, attendance, referrals, form exports, and more. 

Whether you’re a clinician, supervisor, or administrator, Oaktree offers a powerful, customizable platform to manage your practice with precision and ease.

 To use the chapter marks, click the    in the lower left corner of this video.