OakTree User Guides

How To Guides

• How to Navigate the OakTree Calendar
• Setting up Signatures for Clinical Forms
• Video Calling and Scheduling Appointments

Getting Started (Super Admin only)

• Setting up Agencies in OakTree
• Setting up Users in OakTree
• Setting up Credentials in OakTree

Reports

• Agencies List Report
• Change Logs Report
• OakTree Credential Snapshot Report
• OakTree Credential Summary Report

Working in My Credentials

• Supervisor Guide - Approving Hours
• Applying Hours from the MyCredentials Tab
• Assigning Credentials
• Super Admin Guide- Renew Credentials