The best practicesrun on TrustRoom.
Extend your care beyond the session while saving time and money.
Mental health clinicians are expected to remember everything. Their tools are too fragmented to help.
Patients aren’t completing their between-session homework enough.
Intake, CRM, EHR and revenue cycle don’t connect.
Therapists have to rely on memory to track a patient across weeks and months, beyond sparse notes.
The platform
See the whole practice click into place.
Key themes, recent check-ins, and where you left off, gathered into one snapshot before every session.
Themes, sentiment, and progress tracked across months — so patterns surface instead of staying buried in old notes.
Record in person or over telehealth. TrustRoom drafts the clinical note — you review, edit, and sign.
After each session, TrustRoom drafts a care plan from what was said. Review it, adjust it, and send it to your client in one click.
Scheduling, intake, billing, superbills, and a live P&L — all connected to your caseload.
Hannah began weekly sessions on March 4 for stress at work and waking around 3 AM most nights. Your notes follow her practicing daily grounding through the spring, and on July 31 she set her first limit on after-hours email with her manager. Her PHQ-9 has gone from 16 in March to 14 in July and 11 on August 14.
In her journals this month she writes about naming stress before acting on it. On August 17: “It was worry, not an emergency. I closed the laptop and went for a walk.” On August 20 she wrote that she had slept through the night twice that week.
Between sessions she has answered every care plan you sent since June and journaled most weekdays. TrustRoom tagged Career in 6 of her entries since August 1, up from 3 in July, and tagged Sleep less often than in the two months before.
Get paid by insurancefor the care you give between sessions.
Care management codes, like Medicare’s G0323, pay for the time you spend with clients between visits. TrustRoom tracks the minutes and keeps the records for you.
CMS national average for G0323 (2024). Eligibility and rates vary by payer. CMS guide · CMS fee lookup · Requirements
- Status (G0323)
- 8 min to go
Ask TrustRoom AI
Make sense of every client, fast.
Ask TrustRoom AI to prep your next session, sum up a client’s progress, or suggest what to ask. It answers from their whole history in seconds.
Learn moreBuilt on trust.A few lines we won’t cross.
AI supports your clinical judgment. It never makes a diagnosis.
You review everything AI drafts before it becomes part of the record.
Client data is never sold or used to train outside AI models.
Every plan includes a Business Associate Agreement.
See the whole story, not just the last session.
Journals, check-ins, and care plans keep clients connected between visits, and keep you in the loop.