Dali is built into Modality. Ask in plain English and it answers from your own charts, census, and billing, then drafts the note or the change for you to approve.

Answers from your live data: census, open beds, admissions, AR aging, and documentation gaps, scoped to what you're allowed to see
Drafts clinical notes from your own templates for the clinician to review and sign
Sets reminders, creates work orders, assigns beds, and runs your reports on a schedule

Human in the loop: Dali proposes, you approve

Meet Dali →

Which treatment plans are due for review this week?

Four plans are due by Friday, two on each unit. Want me to remind the assigned clinicians?

Treatment plansNorth Unit · 2South Unit · 2

Proposed

Create 4 reminders, one per clinician, due Thursday at 9:00 AM

ApplyEdit

Illustrative example. Nothing changes until you apply it.

The Journey

From first call to alumni

One record follows the patient through the entire episode of care. Here's what that actually looks like inside Modality.

Day Zero

The Phone Rings

A call hits your tracking number and a lead appears in the CRM with the exact ad, directory, or referral source attached
AI writes the call summary; texting and callbacks happen in the same browser tab
Psychology Today and website inquiries create leads automatically, nothing retyped

Admission

Decision to Admit

Duplicate check runs before any chart is created, so returning clients are recognized instead of re-created
One action admits the lead, opens the lifetime chart, and issues the chart number
Bed assigned on the visual bed map; a portal invite sends intake forms and consents to sign from home, before arrival

The Stay

Treatment

Medication orders and the MAR, live at the med room
Group sessions post attendance and notes to every attendee's chart. One patient's content can never leak into another's
Treatment plans reviewed and signed on schedule; the UR tab tracks authorized days and the next review date

Running the Whole Time

Getting Paid

Claims tracked from pending to paid across 23 configurable statuses
Aging heatmaps and follow-up worklists tell your biller exactly who to call today
Payer scorecards show which insurers pay, and how slowly

Clean Exit

Discharge

Discharge locks the record. Signed forms flatten to PDF and can never silently change
Complete chart export for records requests in minutes, not days
Every access along the way is already in the audit log

After the Stay

Alumni

SMS campaigns keep alumni engaged, with per-recipient delivery tracking
If they come back: same person, new episode, full history intact
Census and outcome reporting close the loop for your next survey

Separate Systems Replaced

Days

To Go Live, Not Months

Setup Fees, BAA Included

How It Works

Go live in days, not months

Discovery Call

We learn your workflow, compliance needs, and pain points in a normal conversation.

Custom Setup

We configure Modality for your facility: forms, roles, billing codes, and integrations.

Go Live

Hands-on training for your team, with direct access to the people who built the platform.

Why Modality

Built inside real facilities

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Modality was built inside working behavioral health facilities, residential and outpatient, by the people running them. It manages live admissions, charts, medications, and billing every day.

Running real facilities today

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The billing module was designed by a working biller. Aging heatmaps, payer scorecards, and follow-up worklists exist because our own AR team needed them to collect faster.

Built by operators and billers

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Group notes physically cannot leak another patient's content. Signing locks the chart. Every access is audit-logged. The compliance model was shaped by real Joint Commission surveys.

Compliance from lived experience

Get Started

Ready to modernize your facility?

Tell us about your program and we'll walk you through the platform on a live demo of your actual workflows.

✓ No setup fees, and new facilities can go live same-day

✓ Migrations from your existing EHR scoped up front

✓ HIPAA BAA included at no extra cost