Do you want your notes to reflect your specific therapeutic style? By setting therapeutic modalities, you guide Upheal’s AI to use the terminology and frameworks that match the way you practice. This means more accurate notes that require less editing.
What modalities can I choose from?
We offer 70 modalities for individuals and couples, and we're continuously assessing and adding more:
Click to expand the full list
Click to expand the full list
ACT: Acceptance and Commitment Therapy
Adlerian Therapy
ABA: Applied Behavioral Analysis
Art Therapy
Attachment-Based Therapy
Behavioral Therapy
Brainspotting
CPP: Child-Parent Psychotherapy
CBT: Cognitive Behavioral Therapy
CPT: Cognitive Processing Therapy
CFT: Compassion-Focused Therapy
DBT: Dialectical Behavior Therapy
Nature-Based Therapy
EFT: Emotionally Focused Therapy
EMDR: Eye Movement Desensitization and Reprocessing
Existential Therapy
Expressive Arts Therapy
Family Systems Therapy
FAP: Functional Analytic Psychotherapy
Gestalt Therapy
Humanistic Therapy
Integrative Therapy
IFS: Internal Family Systems
IPT: Interpersonal Therapy
Jungian Therapy
Logotherapy
MI: Motivational Interviewing
Multicultural Therapy
Mindfulness
Music Therapy
NET: Narrative Exposure Therapy
Narrative Therapy
PCIT: Parent-Child Interaction Therapy
PCT: Person-Centered Therapy
Play Therapy
Positive Psychology
PE: Prolonged Exposure Therapy
Psychoanalytic Therapy
PDT: Psychodynamic Therapy
Psychodrama
REBT: Rational Emotive Behavior Therapy
Reality Therapy
RCT: Relational-Cultural Therapy
Sandplay Therapy
Schema Therapy
SE: Somatic Experiencing
SFBT: Solution-Focused Brief Therapy
Systemic Therapy
TA: Transactional Analysis
TF-CBT: Trauma-Focused Cognitive Behavioral Therapy
AEDP: Accelerated Experiential Dynamic Psychotherapy
ART: Accelerated Resolution Therapy
I-CBT: Inference-based Cognitive Behavioral Therapy
ERP: Exposure and Response Prevention
Hypnotherapy
Hakomi
PAT: Psychedelic Assisted Therapy
Somatic Therapy
Applied Polyvagal Therapy
Natural Processing
Sensorimotor Psychotherapy
SST: Social Skills Training
PST: Parenting Skills Training
Gottman Method
Imago
RLT: Relational Life Therapy
PACT: Psychobiological Approach to Couples Therapy
CBCT: Cognitive Behavioral Couples Therapy
Discernment Counseling
IFIO: Intimacy from the Inside Out
What difference do modalities make in my notes?
Choosing modalities helps our AI analyze your session more accurately. In your progress notes, you'll see the biggest difference in the Interventions section, where the language and methods described will align with your chosen modalities.
Different therapeutic approaches often use similar interventions, so this added context makes sure that the notes match your approach, rather than a different one with a similar technique. The results are more accurate notes and less time spent editing.
Modalities are also significant in shaping your Treatment Plans.
Setting modalities
You can set modalities at different levels:
Defaults for individuals and couples
Modalities per client
Modalities per session
Tip: For best results, only include modalities you actively use. If a client or session is tagged with a modality you're not using, our AI will still try to find interventions from that modality, resulting in less ideal notes.
Examples:
Clients: If you have Art Therapy set as your overall default, but there's one client with whom you don't use it, make sure to remove Art Therapy from their profile.
Sessions: If Art Therapy is listed as a modality in a client's profile, but you didn't use it this time, remove it from the session.
Setting default modalities for individuals and couples
You can set overall default modalities for individuals and couples. These defaults will be pre-selected for all new clients. You can always adjust modalities for any client or session.
Go to Settings.
Go to Note settings.
Under Default therapeutic modalities, click Edit.
Under Individuals and Couples, choose modalities from the dropdown list. To search for a modality, start typing.
Select as many modalities as you use. To remove a modality, click the x beside it.
When you're finished, click Save.
Now, when you add a new client, your chosen modalities will be pre-selected. You can still edit them per client.
Setting modalities for a client
Even if you've set overall default modalities, you can still select modalities per client. You can set a client's modalities three ways:
In the client's Treatment Plan (recommended)
When you create the client's profile
In the client's existing profile
Setting modalities in a Treatment Plan
Selecting modalities ensures that your Treatment Plans are tailored to your unique therapeutic approach and helps you get the most out of our Golden Thread feature. If you create a Treatment Plan, the modalities you choose when you generate the plan will automatically apply to your client's profile (and override any modalities you've already selected for them).
Setting modalities when you add a new client
When you add a new client, you can select modalities, and they'll be pre-selected for all future sessions with that client.
Setting modalities in a client's profile
If you've already added a client and want to update their selected modalities:
Go to the client's profile.
Click the three-dot icon beside the client's name, and click Edit client.
Under Modalities at the top, choose from the dropdown list.
When you're finished, click Update.
Now, those modalities will be pre-selected for every session with that client. You're still able to change them per-session.
Choosing modalities for a session
You can choose modalities per session. If you already have default modalities set, they'll be preselected in your sessions, so you can remove them and adjust as needed.
Tip: Match the session, not just the client. For the best results, include only the modalities you used in that specific session. If a default modality from a client's profile (e.g. Art Therapy) wasn't used this time, remove it from the session by clicking the x on the modality tag.
Here's where to find modalities for different types of sessions:
For telehealth, in-person, or virtual sessions, set modalities when you end the session:
When you use the write or dictate option, set modalities while you're typing your brief session summary:
If you upload your own recording, set modalities before finalizing the upload:
How many modalities can I choose?
There's no limit to the number of modalities you can include. For best results per session, only select the modalities you used in that session.



