AI Form Filling
Auto-populates payer-specific prior-auth forms with data pulled directly from source records—no manual copy-paste.
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Our AI agent is trained on millions of clinical data points to maximize prior authorization approval rates—by submitting prior authorization forms, flagging potential data discrepancies, and automating appeals.
> Feature-rich platform <
Faster document review with accurate AI classification
Deploy AI-based triage to classify, parse, and route documents with minimal manual intervention.
Automated document type classification and page splitting
Data extraction from order forms, clinical notes, and insurance cards
Auto-combination or deletion of duplicate or incomplete orders
Priority-based routing logic (Acute vs. Specialty)
Error flagging for missing or invalid documentation
Ongoing AI model refinement with user feedback
> Unlock tangible benefits <
Unlock tangible benefits for your organization
Empower your organisation with clarity, alignment, and scalable operational discipline. Trellis enables consistent execution and sustained growth across teams.
≥90%
Accurate document classification
≥75%
Auto-complete rate for key intake fields
30-50%
Reduction in document review FTE hours
*Requires secure read/write access to fax servers or shared drives. Non-standard forms may require initial AI model training (2–3 weeks).
> Enterprise-grade security <
Built for Enterprise
trusted by the Fortune 500
Advanced security protocols and robust encryption technologies to ensure that your sensitive data is protected all the time.
SOC II Type-2
certified
Trellis is SOC II Type 2 compliant and conducts annual penetration testing.
Encryption at Rest
& In-Transit
Data encryption at Rest and In-Transit. Strong PII Redaction Capabilities.
No training on
users data
We do not train our AI models on your data. Set up your own data retention & access policies.
HIPAA
compliant
HIPAA compliant environment and deployment options available.
> Start today <
Ready to modernize prior auth from intake to approval?
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Providers who are using Trellis observe the following results:
Increase in Prior Authorization and Appeals Approvals
+98% accuracy in complex form completion and medical necessity justifications
Less time spent on referral and prior authorization processing time from weeks to minutes