General Questions
Check out these FAQs if you have general question
- Adding Topics to Presenting Problems
- What is the set time for the OakTree time to disconnect a user due to non-activity?
- What are the Forms included with my OakTree Subscription?
- How to Review OakTree Added Custom Forms
- How to Upload Files to a Client Record
- How to Reset Client Portal Password
- How do I 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?
- How to do you Disable a user in OakTree?
- How do I change my OakTree Password?
- Once In-Use, Can Credentialing Hours Be Changed
- What are the password rules to create or change a OakTree Password?
- What are the default permission for each Role in OakTree?
- Where do I set up my Credentials for my Agency?
- Where do I start to sign in and setup OakTree for the first time?
- Why is the Credential Approval set to No and not Yes in Managed Users?