EHR & PRACTICE INTELLIGENCE

The complete intelligence layer
for your practice.

TrustRoom brings scheduling, financial tracking, automated billing, intake paperwork & secure document vaults, and instant superbills together into one seamless workflow.

01 / CALENDAR

Two-way calendar sync and smart scheduling.

Seamlessly connect with Google Calendar, Microsoft Outlook, and Apple Calendar. Set your working hours, customize transition buffers between sessions, and automatically generate secure telehealth video links for every appointment.

Google CalendarGoogle Calendar
OutlookOutlook
Apple CalendarApple Calendar
MON17
TUE18
WED19
THU20
FRI
21
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
3 PM
4 PM
5 PM
Ava Roy
9a – 9:50a
Noah Lee
1p – 1:50p
Maya Lin
3p – 3:50p
Luke Ray
10a – 10:50a
Leo Park
2p – 2:50p
Ana Diaz
4p – 4:50p
Mia Ross
9a – 9:50a
Amy Chen
11:30a – 12:20p
DBT Group
Emma Cruz
9a – 9:50a
Ian Cole
11a – 11:50a
Lia Ward
2p – 2:50p
Eli Fox
10a – 10:50a
Eva Kim
11a – 11:50a
Sam Holt
2p – 2:50p
Kai West
4p – 4:50p
02 / BILLING

Less time on billing,
more time on care.

Experience seamless session billing and payment collection, letting your clients pay directly through their app. Securely store client cards on file, auto-charge copays after every session, deliver instant receipts, and eliminate administrative friction effortlessly.

StripeIntegrated with Stripe
Recent BillingActive
Sarah MitchellSarah Mitchell
$175
Michael SmithMichael Smith
$175
Alice SpringAlice Spring
$225
03 / FINANCIAL DASHBOARD

Real-time financial statements and instant bookkeeping.

Gain total visibility into your practice with automated Income Statements, live Balance Sheets, and real-time transaction tracking. TrustRoom categorizes revenue and expenses automatically through Stripe Financial Connections — delivering instant bookkeeping and tax-ready clarity without spreadsheets.

Income Statement (P&L)Live Balance SheetBank & Card TransactionsInstant BookkeepingTax-Ready Exports
Live Sync
Income Statement (P&L)
04/ DOCUMENTS & VAULT

Intake paperwork,
done before the first session.

Consent documents, privacy notices, and practice policies — sent, signed, and stored before session one so onboarding never slows you down. Automatically collect legally binding e-signatures with SHA-256 audit trails and organize records in an encrypted document vault for every client.

Informed ConsentIntake QuestionnairesPractice PoliciesSHA-256 E-SignaturesEncrypted Vault
Sarah MitchellSarah Mitchell
2 of 4 Completed
PDFStandard Adult Clinical Intake
PDFInformed Consent
PDFHIPAA Privacy Notice
PDFPractice Policies
05 / SUPERBILLS

One-click superbills for out-of-network reimbursement.

Automatically compile session codes, ICD-10 diagnosis codes, provider NPI, taxonomy, and payment records into CMS-1500 compliant superbills. Your out-of-network clients can submit directly to insurance for rapid reimbursement.

CMS-1500 CompliantCPT 90837, 90834, 90791ICD-10 Diagnoses1-Click PDF ExportClient App Sync
Michael Chang
Michael ChangICD-10 F41.1 • Oct Statement
Paid in Full
CPT 90837 (60m Psychotherapy)$200
Paid
CPT 90837 (60m Psychotherapy)$200
Paid
CPT 90837 (60m Psychotherapy)$200
Paid

Care doesn't end when the session does

That's where it begins.

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For private practices, group practices, and organizations