Modalities

A modality is a treatment approach your therapists use, such as language stimulation or fine motor activities. Each discipline keeps its own list, and a modality can name the procedure codes that usually go with it. Those codes are suggestions only; the therapist always decides what to bill.

Open Setup > Clinical libraries > Modalities to see the list. Anyone with access to Setup can see it; only people whose role can manage clinical libraries can change it.

The starting list#

Every new clinic starts with six speech and six occupational therapy modalities. Rename, reorder or remove any of them to match how your therapists work.

Add a modality#

1. Click New Modality.
2. Choose the Discipline.
3. Enter the Name therapists will see.
4. Optionally choose Suggested procedure codes. Only codes on the discipline's procedure code list can be suggested.
5. Click Create Modality.

Each name can be used once per discipline.

Edit a modality#

Open the menu on a row and choose Edit to change the name, the order, the suggested codes or Active. The discipline never changes.

Set the order#

Each discipline's modalities are listed in the order you set. Click Reorder, choose a discipline, move modalities up or down and click Save Order.

Deactivate or delete modalities#

Open the menu on a row and choose Deactivate to retire a modality you no longer use; it stays on the list for your records. To delete modalities, tick their rows and click Delete in the bar that appears.

Filter the list#

Use Filter to show one or more disciplines, active or inactive modalities, or to search by name.

Export and print#

Click Export CSV to download the list as a spreadsheet file, or Print for a PDF of the list. See Import, export and print.