TrustRoom Connect
TrustRoom Connect is an all-in-one practice management and clinical platform for mental health therapists, consolidating session notes, scheduling, billing, insurance claims, and between-session client engagement. The platform uses AI to generate pre-session briefings and draft progress notes from recorded sessions, which therapists review and sign. It also includes a client mobile app for journaling and care plan completion, plus support for Medicare's G0323 care management code.
- Healthcare Technology
- Digital Health
- Artificial Intelligence
- Software Only
- AI Agents
Funding
Founders
Founder details are not available yet.
Product
Problem
Therapists face significant administrative burdens that compete with direct client care, contributing to burnout—a third of psychologists reported feeling burned out in the APA's 2024 survey. The work around therapy, including session notes, scheduling, billing, insurance claims, and tracking client progress between sessions, is scattered across disconnected tools and memory, fragmenting the therapist's attention and diminishing the quality of the therapeutic relationship, which nearly 300 studies link to better outcomes.
Solution
TrustRoom consolidates the entire therapy practice workflow into one platform, handling session prep, notes, the week between sessions, and billing so therapists can focus on client care. Before each session, the platform automatically gathers key themes, recent journal entries, and where the therapist left off into a briefing. During sessions, TrustRoom records in person or via telehealth and drafts progress notes for therapist review and signature. Between sessions, clients journal, check in, and work through care plans while the therapist reviews on their own schedule. The platform also manages scheduling with two-way calendar sync, billing through Stripe, intake documents with e-signatures, superbills, insurance claims, and a live profit-and-loss statement.
Target Audience
Primary customers are mental health therapists including psychologists, clinical social workers, counselors, and marriage and family therapists running independent or group practices, particularly those who want to reduce administrative overhead and improve between-session client engagement.
Features
- Pre-session briefings that aggregate key themes, recent journal entries, and last session's notes before each appointment
- AI assistant ("Ask TrustRoom") that answers plain-language questions about any client, session, or bill from practice records, and can draft referral letters and treatment summaries
- AI-assisted progress note drafting from in-person or telehealth session recordings, with therapist review and signature required
- Client mobile app for journaling, check-ins, and care plan completion between sessions, with therapist access on their own schedule
- Two-way calendar sync with Google Calendar and Outlook, plus Apple Calendar subscription, with configurable working hours and session buffers
- Stripe-integrated billing with card-on-file charging and emailed invoices, plus automatic transaction categorization and live profit-and-loss statements
- One-click superbills with CPT and ICD-10 codes, NPI, place of service, and payment details delivered to the client app
- Insurance claims management with benefits checks, electronic filing, status tracking, denials and resubmits, and copay collection—no separate clearinghouse needed
- G0323 Medicare care management code support that logs 20+ minutes of between-session care time, integrates validated scales (PHQ-9, GAD-7, PCL-5), and drafts monthly care plan updates
- Secure document vault for signed intake forms, consent documents, and privacy notices
- AI supports clinical judgment but never makes diagnoses; client data is never sold or used to train outside AI models, and every plan includes a Business Associate Agreement