Practice Management

The complete intelligence layer for your practice.

Scheduling, billing, insurance claims, profit & loss, intake paperwork, and superbills, in one place.

01 / Calendar

Two-way calendar sync and smart scheduling.

Your schedule stays in step with Google Calendar and Outlook, and Apple Calendar can subscribe to it. Set working hours and buffers between sessions, and every appointment gets a secure telehealth link.

Google Calendar
Outlook
Apple 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

Connect your bank. Bill in seconds.

Connect your bank account through Stripe, and payments go straight to it. After a session, send the bill: the card on file is charged, or your client gets an emailed invoice. Clients can pay and see their history in the TrustRoom app.

Payments by Stripe
Billing
Aug 21, 2026
Connor Hayes
Individual session · 11:00 AM
Session fee
$150
Visa
Visa ending in 4242
Card on file
Demo payment · no real charge
03 / Profit & Loss

See what your practice actually earns.

Connect your business bank accounts and cards through Stripe Financial Connections. TrustRoom sorts each transaction into a category and builds your profit & loss statement for this month, the last 3 months, or year to date.

Profit & loss statementBank & card syncAuto-categorized transactionsCSV export
Profit & lossThis Month
Aug 1 – 21, 2026
Software & Technology$64
New bank transaction
Income
Session Income$144,785
Insurance Reimbursement$25,462
Total income$170,247
Expenses
Rent — Property$23,950
Software & Technology$6,127
Continuing Education$3,918
Total expenses$33,995
Net income
80% net margin
$136,252
04 / Intake Documents

Intake paperwork, done before the first session.

Send consent forms, privacy notices, and practice policies before session one. Clients sign on their phone or computer, and each signed document is saved to their secure document vault.

Informed consentIntake questionnairesPractice policiesE-signaturesSignature receipts
New Patient Intake0 of 4 completed
Connor Hayes
First session on Fri, Aug 21
Word document
Adult Intake Questionnaire
Intake questionnaire
Viewed
PDF document
Informed Consent
Signature required
Pending
PDF document
Notice of Privacy Practices
Signature required
Pending
PDF document
Practice Policies
Signature required
Pending
05 / Superbills

One-click superbills for out‑of‑network clients.

TrustRoom builds each superbill from your session records: CPT and ICD-10 codes, your NPI, place of service, and payments. Clients get it in their app and submit it to their insurer.

CPT & ICD-10 codesNPI & place of servicePDF exportDelivered in the client app
SuperbillSend
Hannah Brooks
Session on Aug 17, 2026
Service
90837 · Psychotherapy, 60 min
Diagnosis
ICD-10 F41.1
Place of service
11 · Office
Amount paid
$175
Hannah Brooks · Superbill
Ready to send
06 / Insurance

Insurance claims without a separate clearinghouse.

Check a client's benefits, file claims from your session records, and follow each one from submitted to paid. For in-network plans, TrustRoom shows what the client still owes after the insurer pays, so you can collect it from the card on file.

Benefits checksElectronic claimsClaim status trackingDenials & resubmitsCopay collection
Claim
Submitted
Julian Pierce
Session on Aug 21, 2026
Aetna
Aetna
Insurance payer · Electronic claim
Service
90837 · $175
Client owes
—
Claim submitted electronically.
07 / Code Management

Get paid for the care you give between sessions.

TrustRoom logs your between-session care and keeps the records you need for Medicare’s G0323 care management code.

  • 20+ minutes a month.
  • Validated scales.
  • A current care plan.
  • Client consent.

Eligibility and payment vary by payer. See requirements

Care management timeAugust
Hannah Brooks
August care management · G0323
Recorded this month20-minute target
12 of 20 min
Care activity
Previously recorded care
Earlier this month
12 min
Journal review
Between-session entries
—
Assessment review
Client scores and trends
—
Care plan update
Between-session support
—
Status (G0323)
8 min to go

Care doesn't end when the session does

That's where it begins.

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For private practices, group practices, and organizations