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TrustRoom is behavioral health practice management software with EHR capabilities. It brings client charts, clinical documentation, scheduling, billing, and between-session care into one workspace. Features depend on your plan: Connect focuses on between-session care, and Practice adds clinical notes, AI tools, and practice operations.

TrustRoom is built for behavioral health clinicians, solo practices, and group practices. It also supports supervision and organizational workflows. Larger organizations and training programs can contact us to discuss their needs.

The provider web portal runs in your browser. Clients use the TrustRoom mobile app on iOS or Android. Some integrations, such as browser-based session capture, require additional setup.

Yes. You can import clients and upload existing clinical notes, including PDF, Word, and image files. Settings includes a Switch to TrustRoom workflow. Importing files is different from a live integration; contact us to discuss your current system and what you need to transfer.

Yes. You can export clinical notes and client records. Settings also offers a complete export pack with supported clinical, document, and billing records. Exports follow your account permissions.

Subscriptions are priced per therapist: Connect is $35 and Practice is $75 per month. Each seat covers that therapist’s caseload, with no per-client subscription fee. Payment processing and insurance claim or eligibility usage are charged separately.

Only for insurance, on the Practice plan: $0.39 for each claim TrustRoom submits for you, including corrected claims, and $0.15 for each benefits check that returns a result. Checks that return an error, claim cancellations and claims your clients file themselves are free. These fees are added to your next monthly bill, including during the free trial, and plan discounts do not apply to them.

Yes. New subscribers can start with a 30-day trial of their selected plan. Billing setup is required before adding clients; review the payment details shown at checkout.

Connect is for supporting clients between sessions, with session prep briefings on your Home dashboard. Practice adds AI session notes, Ask TrustRoom, and what you need to run the business: scheduling, billing, insurance claims, superbills, and intake paperwork.

No. The TrustRoom app is free for your clients. If you bill them for sessions through TrustRoom, those payments go to you.

Group practices pay the plan price, plus the same amount for each additional therapist, as shown on each plan. You invite therapists by email from your admin dashboard, and each one gets their own login and caseload. Clinics and large practices can book a demo to talk about Enterprise pricing.

Yes. Every plan includes a Business Associate Agreement, which you accept when you sign up. Your data is encrypted in transit and at rest, and hosted in the United States on Google Cloud under Google's own BAA.

Possibly, through Medicare's care management code, CMS G0323. It pays for at least 20 minutes a month of care by a clinical psychologist, clinical social worker, mental health counselor, or marriage and family therapist, and generally requires an initial evaluation (such as CPT 90791), the client's documented consent (including that cost-sharing applies), and an ongoing behavioral health condition with a care plan. On every plan, TrustRoom records the time and documentation the code needs; it does not decide whether you or a client qualifies. Where billable, it pays about $57 per client per month (2024 CMS national average), and rates vary by payer, plan, and location. This is not billing, coding, legal, or reimbursement advice. You are responsible for every claim you submit, so confirm eligibility with your payer or your billing or legal advisor first.

TrustRoom includes both clinical recordkeeping and practice management tools. The Practice plan supports client notes, signatures, and clinical history, along with scheduling, billing, insurance workflows, intake documents, and practice reporting. You can use those capabilities to run your practice in TrustRoom or keep using another system alongside it.

On the Practice plan, TrustRoom can draft clinical notes from recorded sessions or dictation. You review and edit the draft, then sign it or submit it for co-signing when supervision requires it. AI drafts do not replace your clinical judgment or approval.

Yes. The Practice plan supports manually written notes as well as AI-assisted drafts. You can edit, save, and sign notes in the clinical editor.

Ask TrustRoom helps you find information in authorized records, prepare session briefings, draft documents, and handle practice tasks such as scheduling and billing. Actions that change records or send information require your confirmation. It supports your work; it does not make diagnoses or choose treatment for you.

Yes. You can export notes and records for use in another system. Calendar and telehealth integrations are separate from EHR connections. Direct EHR connectivity depends on the supported system and your account configuration; contact us about your specific workflow.

Yes. You can assign personalized questions, worksheets, care plans, weekly activities, and standardized assessments. Clients complete them in the app, and you can review their responses and assessment scores in the portal.

You invite a client from your roster. They follow the invitation to create their account and connect with your practice in the TrustRoom app.

Clients can journal, record mood, complete assigned care plans and assessments, and review information shared by their clinician. On the Practice plan, additional workflows include appointment booking, session recaps, payments, and chat, depending on what your practice enables.

Yes, optionally. With their permission, the app can read supported sleep, exercise, and resting-heart-rate data from Apple Health or Google Health Connect on Android. Clients control health sharing in the app; connecting a health service is not required to use TrustRoom.

Yes, anytime, from your billing settings. Upgrades take effect right away and are prorated. Downgrades take effect at the end of your billing period. If you cancel, you have 30 days to reactivate, and your records stay encrypted and available to export.

No. We never sell your data. Your information is never sold, shared with advertisers, or used for marketing purposes, and it is never used to train public or third-party AI models.

Our core platform runs on Google Cloud under a signed Business Associate Agreement, and data we store there is encrypted at rest. Google Cloud maintains current SOC 2 Type II and ISO 27001 certifications.

Not yet. Google Cloud, which runs our infrastructure, holds current SOC 2 Type II and ISO 27001 certifications. We would rather tell you exactly where we are than imply a certification we do not hold.

You do. Patients can request a full copy of their records at any time, and providers receive complete data exports on offboarding.

We collect account information and the clinical, scheduling, and billing information needed for the features you use. Clients may also choose to share supported sleep, exercise, and resting-heart-rate data through Apple Health or Google Health Connect on Android. Health sharing requires their permission and is optional. See our Privacy Policy for the full details.

No. Session audio is transcribed and then permanently deleted from our systems automatically, with a storage lifecycle rule that purges any residual file within 7 days as a backstop. The raw transcript is deleted once your clinical note is generated, unless you choose to keep it. We do not retain audio to train or tune AI models, and we never create voiceprints or other biometric identifiers from it.

Data we store in Google Cloud is encrypted at rest with AES-256, and every connection uses HTTPS; our web app accepts only TLS 1.2 and 1.3. Access is role-based, activity on client records is written to audit logs that users can't change or delete, and provider accounts can use two-step sign-in, which is always required for practice admins.

Yes. The Practice plan includes a calendar and scheduling tools. You can manage appointments and availability, connect supported external calendars, and let clients book through the app where enabled.

Yes. The Practice plan includes session billing, payment collection through Stripe, superbills, insurance eligibility checks, and claim workflows through the clearinghouse. Payment processing and insurance usage can carry separate fees. You remain responsible for checking billing information and submitting accurate claims.

Yes. On the Practice plan, you can upload the forms your practice uses, organize them into folders, send them to clients, and review completed documents and signatures in the Vault. Your practice supplies and maintains the form wording.

Yes. Group practices can invite team members, manage access by role, and oversee caseloads and practice activity. Supervision workflows include note co-signing, change requests, and case reviews. Availability depends on the plan, role, and practice configuration.

Yes. The Practice plan includes financial reporting, bookkeeping, and expense-tracking tools alongside session billing. You can review practice activity and recorded financial information in your dashboard.