OakTree User Guides
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OakTree Release Notes
How To Guides
- How to Assign the Same Email Address to Multiple Clients When Accessing the Client Portal
- Create Picklists for Gender, Race Ethnicity, and Language
- Assigning the same email address for multiple clients to access the Client Portal
- Sending email notifications for appointments to multiple email addresses for a client
- How to Setup OakTree User Roles
- How to Add and Edit Managed Groups