BY CLINICIANS, FOR CLINICIANS

Arrive prepared. Stay present.
Care continuously.

TrustRoom streamlines session prep, automates clinical notes, and surfaces between-session insights—empowering you to focus entirely on patient care.

01 / Before the session

Prepared before the conversation.

TrustRoom pulls your past notes and your client's recent journal entries into one Session Prep, so you walk in knowing where you left off and what has changed since.

Session Prep
Connor Hayes
Session today · 11:00 AM

Last session, you and Connor explored boundaries at work and the guilt that comes with saying no. This week’s journal entries return to the same theme: “I still find it hard to say no without feeling guilty.”

Setting Boundaries·6Career·4Sleep·2
02 / During the session

Stop typing.
Start listening.

Record in person with the secure recorder, or connect Zoom, Google Meet, or Microsoft Teams. After the session, TrustRoom drafts your note in the format you use, like SOAP or DAP, for you to review and sign.

Zoom
Google Meet
Teams
AI Session Notes

Progress Note

Format: SOAP

Subjective

Client presented for scheduled individual session reporting feeling "completely overwhelmed" by current global events. Client states these external stressors have significantly exacerbated underlying anxiety. Client identified a pattern of "doom-scrolling" that interferes with daily functioning.

Objective

Therapist utilized Cognitive Behavioral Therapy (CBT) to explore the impact of macro-stressors on mood. Client was guided in identifying cognitive distortions, specifically catastrophic thinking ("What's the point..."). Client demonstrated good insight and engaged actively in cognitive reframing.

Therapist: How have things been since our last session? • Client: Honestly, it's been a tough week. The anxiety at work hasn't really faded, and I'm still having trouble staying asleep past 3 AM. • Therapist: I'm sorry to hear that. Did you try the grounding exercises we talked about? • Client: Yeah, a few times. They helped a little during the day, but at night my mind just races... Therapist: How have things been since our last session? • Client: Honestly, it's been a tough week. The anxiety at work hasn't really faded, and I'm still having trouble staying asleep past 3 AM. • Therapist: I'm sorry to hear that. Did you try the grounding exercises we talked about? • Client: Yeah, a few times. They helped a little during the day, but at night my mind just races... Therapist: How have things been since our last session? • Client: Honestly, it's been a tough week. The anxiety at work hasn't really faded, and I'm still having trouble staying asleep past 3 AM. • Therapist: I'm sorry to hear that. Did you try the grounding exercises we talked about? • Client: Yeah, a few times. They helped a little during the day, but at night my mind just races... Therapist: How have things been since our last session? • Client: Honestly, it's been a tough week. The anxiety at work hasn't really faded, and I'm still having trouble staying asleep past 3 AM. • Therapist: I'm sorry to hear that. Did you try the grounding exercises we talked about? • Client: Yeah, a few times. They helped a little during the day, but at night my mind just races...
03 / Client insights

See the patterns. Follow the progress.

Review recurring themes and sentiment in your client's journal entries over time. Explore the entries behind each pattern, follow assessment scores, and view health trends when a client chooses to share them—all to support your clinical judgment.

Connor Hayes
Client insights
Theme PatternsSentiment Analysis

Top Theme Patterns

Career (10)Sleep (7)Growth (5)Stress (3)
12840August 1 – August 31
04 / After the session

Extend care between sessions.

Design personalized between-session care plans for each client's needs. Send weekly check-ins, custom reflection prompts, and clinical instruments right to their app, with friendly reminders to practice.

Clinical ToolDue
WHO-5 Assessment
Guided ReflectionBased on your session

“When you felt overwhelmed at work on Thursday, what was the first boundary you thought about setting?”

Friendly Remindernow
Practice your 5-4-3-2-1 grounding exercise
05 / Between sessions

A dedicated client app for continuous care.

Deliver structured support between visits without compromising your boundaries. The client app offers journaling, mood tracking, care plans, and clinical assessments, so clients stay engaged and you arrive fully informed.

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