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Modalities: Tailoring notes to your therapeutic approach

Selecting modalities and understanding the difference they make in your notes

Aviva Glassman avatar
Written by Aviva Glassman
Updated over 2 weeks ago

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

  • 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.

  1. Go to Settings.

  2. Go to Note settings.

  3. Under Default therapeutic modalities, click Edit.

  4. 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.

  5. When you're finished, click Save.

  6. 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:

  1. In the client's Treatment Plan (recommended)

  2. 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:

  1. Go to the client's profile.

  2. Click the three-dot icon beside the client's name, and click Edit client.

  3. Under Modalities at the top, choose from the dropdown list.

  4. When you're finished, click Update.

  5. 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:

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.

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