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  3. General How To

General How To

Looking for a OakTree Step-by-Step or How to Guide

  • Is Dagon Speak compatible with OakTree?
  • Prevention/Outreach Module
  • Microsoft 365 Outlook Calendar Sync Guide
  • Progress Note Buttons – Reference Guide
  • Adding Modifiers and Rule Out to Diagnosis
  • OakTree: Archiving Clients
  • Importing AccuCare Demographics into OakTree
  • Creating and Printing an ASI Assessment
  • Client Summary
  • Generating the Biopsychosocial Narrative from the ASI Assessment
  • Completing an OakTree Progress Note
  • Admission and Discharge
  • Adding and Using OakTree Tasks
  • Use Talk to Text or Voice Tool
  • Printing from OakTree (Using built-in Browser Controls)
  • Printout Progress Notes and Save a PDF in OakTree
  • Importing AccuCare Demographics into OakTree
  • Adding Topics to Presenting Problems
  • Client Intake Overview
  • What is the set time for the OakTree time to disconnect a user due to non-activity?
  • Setup OakTree User Roles
  • What are the Forms included with my OakTree Subscription?
  • Review OakTree Added Custom Forms
  • Upload Files to a Client Record
  • Reset Client Portal Password
  • Send Forms to a Parent with Two Siblings
  • OakTree Practice Management - Hardware Requirements
  • OakTree - Can I delete paperwork or other paperwork if not needed
  • Does OakTree Time Out if left Idle?
  • AI Reporting: Printing an ASI Assessment Biopsychosocial Narrative
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