CLIENT PORTAL

Their trusted space for
continuous care.

A secure companion app where clients journal and complete the care plans you send, on their own time. You review what they share on yours.

Client App Experience
Friendly Remindernow
Practice your 5-4-3-2-1 ground...

Deepen the Connection

Give clients a simple way to stay engaged with their care between sessions.

01 / Today

One calm place to start the day.

Clients open the app to what's on for today: the focus you set for the week and the activities you scheduled, checked off as they go.

9:41
August 21st
Good morning, Hannah
This week
Name the feeling before you fix it
When stress starts to build
FOR TODAY2
8:00AM
Journal for five minutes
Write what's on your mind before work
1:30PM
5-4-3-2-1 grounding
Before your 2:00 team meeting
TodaySessionsJournalCareProfile
02 / Care plans

Your questions, answered between sessions.

The care plans you send show up in their Care tab. They answer at their own pace, one question at a time, and their responses come back to you.

9:41
1 of 2
Noticing Stress
What was happening right before the stress started to build?
Share your thoughts...
Next
TodaySessionsJournalCareProfile
03 / Journal

A private place to write to you.

Clients journal to you whenever they're ready, in writing or by voice. Entries aren't monitored in real time, so a crisis line stays on screen while they write.

9:41
✕Send
Title
Journal to Jordan when you’re ready
Not for emergencies. In crisis, call or text 988. Learn more
TodaySessionsJournalCareProfile
04 / Sessions

Every session, in one place.

Clients see their next session and join by video link, reschedule when they need to, and read the session recaps you approve.

9:41
Sessions
AUG 21, 2026 · 2:00 PM EDTIn 4h 19m
Session with Jordan Blake
Join with Zoom
AUG14
Session recap
with Jordan Blake, LCSW
New
TodaySessionsJournalCareProfile
05 / Billing

Clients pay without the back-and-forth.

Clients keep a card on file with Stripe, see what's due, and pay it securely. With auto-pay on, each session is billed after the visit.

9:41
Sessions
BILLING & PAYMENTS
AMOUNT DUEDue now
$150
Aug 14 session with Jordan Blake
VISA
Visa •••• 4242
Tap to change
Auto-pay
Bill after each visit
Pay $150
TLS-encrypted and secured by StripeS
TrustRoom never stores your full card number.
TodaySessionsJournalCareProfile
06 / Superbills

Superbills, filed for them.

Superbills you send land in their app. Clients confirm their details, sign, and tap Submit, and TrustRoom files the out-of-network claim with their insurer electronically. No forms to mail, and they can follow the claim in the app.

9:41
Superbills
August 2026
Superbill — 2026-08-14
Session Aug 1490834 · 45 min
Received Aug 15
Submit for reimbursement
Superbill — 2026-08-07
Session Aug 790834 · 45 min
Received Aug 8
Claim accepted for processing. Payment is not yet confirmed.
Your insurer determines coverage, payment amount, recipient, and payment method. You can download a superbill to file directly if electronic filing is unavailable.
TodaySessionsJournalCareProfile

Free for your clients on iPhone and Android.

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Invite-only access
Encrypted in transit and at rest
Request records anytime
Data export & offboarding

Care doesn't end when the session does

That's where it begins.

Join the therapists using TrustRoom to stay connected to their clients between sessions.

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For private practices, group practices, and organizations