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CLIENT PORTAL

Give your clients a secure portal connected directly to your practice. It provides a private space where they feel comfortable sharing with you asynchronously between sessions—whether they're journaling, tracking moods, or completing guided care plans.

Journal Entry
TherapistSend to Therapist

Mid-week reflections

Audio Note
00:04
Listening...

Coping Skills Check-in

Sent Apr 30, 2026 at 12:00 AM · One-time

Which coping strategy felt most helpful to you this week?

Breathing exercises
Journaling
Grounding techniques
Something else

Know their week, before they walk in

BETWEEN SESSION CARE

As clients engage with their care plans, their updates sync quietly to your clinical dashboard for you to review on your time. Gain deep clinical context before the next session without the admin of back-and-forth messaging—keeping your professional boundaries perfectly intact.

Clients

Active (3)
Hannah Brooks
Hannah BrooksToday · 10:43 AM
1
Connor Hayes
Connor HayesToday · 9:13 AM
Julian Pierce
Julian PierceMay 2 · 9:45 AM
1

Anxiety & Coping Strategies

Hannah Brooks · Today, 11:02 AM

1.What situations triggered feelings of anxiety this week?

The team meeting on Tuesday. I felt a sudden tightness in my chest and started spiraling about sounding incompetent.

2.Which coping strategies did you try?

I tried the 5-4-3-2-1 grounding technique we practiced. It actually helped me stay present instead of leaving the room.

Focus on the session, we'll take the notes

AI NOTETAKING

Sync your Zoom or Google Meet calls, or record in-person sessions from our desktop or mobile app. Every session is transcribed and turned into a complete clinical note — SOAP, BIRP, DAP, EMDR, and more — ready to review, edit, and sign.

Live Transcript
Therapist

I read the journal entry you shared on Tuesday. How are you holding up?

Client

I'm completely overwhelmed. Between the news and the world, my anxiety is through the roof.

Therapist

When that heaviness creeps in, what does your internal dialogue sound like?

Client

It's just a constant loop of feeling like nothing I do actually matters anyway.

Psychotherapy Note

Format: SOAP

Complete
Subjective

Client presented for scheduled session reporting feeling "completely overwhelmed" by global events. Client states these external stressors have significantly exacerbated underlying anxiety...

Objective

Therapist utilized Cognitive Behavioral Therapy (CBT) to explore the impact of macro-stressors on mood. Client was guided in identifying cognitive distortions...

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PRE-SESSION BRIEFINGS

Sync your calendar and let AI condense everything into one clear snapshot. By connecting their between-session updates with your in-session notes, you get the full picture before they even walk in.

Client Briefing

Hannah BrooksHannah Brooks

Hannah's Arc

Over the past month, Hannah's journey has centered on the interplay between work stress, sleep disruption, and underlying anxiety. In your most recent session, you flagged physical symptoms connected to the anxiety and introduced somatic awareness exercises.

In her recent Anxiety Tracking Care Plan she reported sudden tightness in her chest during a team meeting, but successfully utilized the 5-4-3-2-1 grounding technique to stay present in the room.

See the full picture, over time

LONGITUDINAL INSIGHTS

Connect the dots over time. By tracking behavioral data points across journals and care plans, TrustRoom surfaces hidden patterns and progress so you can see exactly what's changing.

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